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
  • Pushing Financial Literacy Forward in 2021

    Apr 6, 2021, 11:57 AM by MICPA
    Once again, the MICPA is excited to continue its efforts to drive financial literacy to new heights in 2021. After a year of global uncertainty, the importance of building better financial awareness in our communities and at home is paramount. Find out why financial literacy is important to you, what you can do to get involved and what topis to watch for in this year’s coverage from the MICPA.
    Full story
  • New Year, New Financial Literacy Priorities

    Dec 15, 2020, 10:14 AM by MICPA
    In the wake of a global pandemic which cost millions their jobs and livelihoods, the importance of understanding finances is abundantly clear. Unfortunately, recent studies show that financial literacy among society at large is severely lacking, creating yet more vulnerabilities among the most already at risk. Find out what you, the CPA and financial advisor, can do about it.
    Full story
  • Welcome To April, Financial Literacy Month!

    Apr 7, 2020, 11:32 AM by MICPA
    Instead of playing pranks today we’re celebrating the fiscal responsibility and awareness which we could all use a little more of right now.
    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!