What We Do

CFS is a research center that conducts top notch financial research examining the role of products, policies, and advice in helping households deal with personal financial issues. From this research, we develop evidence-based strategies to promote financial security. By sharing these strategies with policymakers and financial practitioners, we seek to strengthen the financial well-being for individuals at all stages of life.

Our work revolves around three main areas:


Research and Evaluation

CFS works with a range of national organizations to research financial issues impacting today’s society.


More information


Project Implementation

In addition to conducting cutting-edge research, CFS also works with organizations providing consulting services on the implementation of their own projects.

More information


Dissemination and Education

CFS disseminates research and program findings through multiple ways, including webinars, a listserv, events, publications, newsletters, as well as trainings and education sessions.

More information

CFS Governance Document
CFS Capability Statement