AARP Foundation, in collaboration with the Charles and Helen Schwab Foundation, designed and disseminated a financial capability curriculum targeted to the 50+ age group. Approximately 2,775 people participated in these classes in 2012 and 2013.
The purpose of the report is to evaluate the impact of the financial training by comparing behaviors relating to key financial topics before and after participating in the class, and determining whether desired financial behaviors increased after participating in the class.
Additional information and related reports
On July 22, 2014, the AARP Foundation and CFS co-hosted a webinar to present the results of the report.
University of Wisconsin-Madison Center for Financial Security 