Financial Literacy

Fiscal Health & Wellness
The MICPA has compiled a set of resources to help you, or your clients, meet your money management goals. Whether you’re planning for retirement, launching a business or just starting college, these tools will get you started and improve your financial IQ.

Prepare Now!

Taking Your Financial Inventory

Create a summary of your financial assets and liabilities with this booklet. Regardless of age or current circumstances, this is an important first step for individuals or families who want to plan for their future.

Financial Inventory Work Book

Download your financial inventory worksheet and get started! Choose a format below.

MICPA Guide to Financial Preparedness

The MICPA Financial Literacy Task Force in partnership with the Hospice of Michigan has created this valuable tool intended for use by individuals and families as well as you and your clients to strengthen financial well-being. This joint venture seeks to promote positive situations and facilitate a guided approach to financial security.

  Guide to Financial Preparedness


Explore our Financial Literacy Curriculum

We have a series of power points with in-depth information

 Go To Curriculum




Personal Finance Will Be Required in Michigan Education

On Thursday, Jun. 16, 2022, Gov. Gretchen Whitmer signed HB 5190, a bill sponsored by Rep. Diana Farrington (R – Utica) and supported by the MICPA, making personal finance courses a requirement for high school graduation. Read More

If you’d like to get involved in supporting these initiatives consider joining the task force!

Read More on the Latest in Financial Literacy
  • Saving At a Young Age

    Apr 14, 2023, 12:03 PM by Jodie Shaver
    The topic of Financial Literacy is a passion of mine. Personally, I have seen how a lack of knowledge can affect others’ lives at any age. Many of us learn habits at a young age. If you are not used to setting aside a certain amount into savings each payday, it can be a difficult habit to start at a later age, although not impossible.
    Full story
  • Plotting a Course to Financial Freedom: An MICPA Resource Roadmap

    Apr 10, 2023, 15:49 PM by MICPA
    Few areas of the nation’s economy evolve at the rapid pace of finance, making it difficult for consumers to keep track of the most relevant strategies for managing money. Whether as a tool for strengthening individual financial capability or for teaching financial concepts to others, the MICPA suggests these three financial literacy resources for their comprehensive and regularly updated content.
    Full story
  • Understanding Your Personal Cash Flow

    Apr 5, 2023, 15:59 PM by Demetrius Murchison, CPA
    One key principle in financial literacy is understanding your personal cash flow.
    Full story

Looking for an Expert?

You're ready to start planning your financial future, let the MICPA help you to find a respected Michigan Certified Public Accountant to be your financial guru.



AICPA Financial Literacy Resources


360 Degrees of Financial Literacy

The American Institute of CPAs offers a set of comprehensive guides to assist you in managing your finances at every stage of your life. Visit the site for an index of articles, tools and FAQs grouped by age range and situation to make it easy to find the information you need.

  Begin Planning


Bank On It
Interactive Game

Imagined by students for students, Bank On It challenges you on the fundamentals of accounting, gives you a taste of work-world scenarios, and reinforces what your learning in the classroom. Put yourself to the test.

  Play Now


Disasters and Financial Planning

The AICPA, American Red Cross and National Endowment for Financial Education released a new, interactive guide to help people take proactive steps to minimize the potential impact of disasters on their lives and financial well-being.

  Get Started


Reinventing Mi Retirement

The MICPA is proud to be a partner in the State of Michigan's Reinventing Mi Retirement initiative - making information and materials available to Michiganders of all ages to help them plan a secure financial future!