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
  • Financial Literacy is not a One-Time Thing

    Apr 1, 2022, 11:00 AM by Rick David, CPA
    Each April, we are encouraged to focus on achieving financial literacy. However, in my opinion, financial literacy is a year-round effort. Especially in today’s economic environment of inflation where gas price hikes, product shortages and rising food prices make a certain degree of financial awareness more important than ever.
    Full story
  • The State of Financial Literacy in 2022

    Mar 28, 2022, 15:59 PM by MICPA
    Recent studies indicate that despite recent progress toward making personal finance a requirement in public education, most Americans are still struggling to build strong financial foundations. Throughout the month of April, join the MICPA as we explore the current state of Financial Literacy, from policy initiatives and progress to emerging issues and member insights.
    Full story
  • Considerations for the Future of Financial Literacy

    Apr 29, 2021, 14:16 PM by MICPA
    On March 31, President Biden issued a proclamation recognizing April of 2021 as National Financial Capability Month1. Since the month of April is already reserved for Financial Literacy, the additional focus on financial capability seems a reflection of the times. According to CNBC, a recent survey revealed that many Americans believe that more financial education would have helped them better manage their money throughout the pandemic2. This ought to come as no surprise to those working in the financial realm, especially considering our previous reports on the state of financial education, but why aren’t financial literacy initiatives enough, why must we now hone focus upon capability as well and what does that mean for Financial Literacy Month moving forward?
    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!