Financial Literacy
Guide investors to a confident future
Find ready-to-use presentations to help you educate investors and plan participants and improve their financial literacy, covering fundamentals, building wealth, and retirement.
Let's equip investors and participants to face a complex financial world with confidence. Build trust. Deepen relationships. Strengthen your practice.
Financial education at your fingertips
Our library provides resources to help foster financial literacy for all of your clients. For additional content—including talking points, webinar invites, handouts, and more—contact your T. Rowe Price representative.
Financial basics
For clients early in their career (ages 20–34), or those who may just need a refresher, help them master the fundamentals to craft the future they imagine.
Budgeting essentials
Learn how to create and manage a budget, document assets and liabilities, balance expenses, and take control of your financial future.
Debt management
Learn strategies for managing and paying off debt, including establishing an emergency fund, prioritizing debt, monitoring credit scores, and more.
Investing basics
Take the fear out of investing by delving into essential topics such as asset allocation, diversification, and strategic adjustments to equip clients in making informed investment decisions.
Market volatility
Explore the dynamics of fluctuating markets and their impact on investments. Gain insights and practical tips to navigate uncertainty and make informed financial decisions confidently.
Speaking of markets
Help your clients better understand investment strategies to weather the ups and downs of unpredictable markets.
Steps to building wealth
As your clients reach mid-career (ages 35–49) and their goals, priorities, and families grow, continue to guide their financial journey.
Building generational wealth
Provide best practices of successful families, helping you more effectively communicate and educate the next generation on financial matters.
Advice + coaching = A winning partnership
Explore the powerful synergy of combining financial advice with a coaching approach, including how this combination can improve the outcomes and experiences for both advisors and investors.
How successful families approach money
Explore family dynamics around finances, providing insights into why it can be difficult to connect. We also share three keys to less stress when communicating with family members about money.
Finding and funding your “why”
Inspire women investors to define their role in the financial planning process by understanding and communicating their “why” in life.
Achieving financial goals
Help investors understand the steps needed to successfully accomplish key life milestones, including retirement, college savings, establishing an emergency fund, managing debt, and handling competing priorities.
Money Confident Kids®
Provide fun and engaging activities for the next generation to learn money basics, including goal setting, decision-making, asset allocation, and more. Intended for kids to young adults, and a parent, guardian, or grandparent.
To retirement and beyond
Whether retirement is right around the corner (preretirees age 50–64) or has already arrived (retirees age 65+), investors still have financial needs. Ensure that your clients can navigate the complexities—including any future twists, turns, or new financial goals along the way.
Visualize retirement
Prepare retirees for the emotional aspects of retirement by creating a retirement vision and personalized action plan to make their retirement vision a reality.
Retirement readiness
Help investors discover where they are on their retirement savings journey by answering these important questions: Do I have enough? Am I on track? How much do I need? When can I retire?
The Power of Social Security for women
Empower women (and their spouses, if married) to discover key Social Security claiming strategies, the importance of coordinating benefits, and essential steps to take control of this vital lifetime income.
The Power of Social Security: 3 things you need to know
Simplify Social Security by addressing common misconceptions, providing foundational learnings on available benefits, and offering actionable next steps.
The real costs of retiree health care
Provide insights into the real costs of health care in retirement and actions your clients can take to prepare for health care expenses.
Find more educational resources
Money Confident Kids®
Empower the next generation with our fun-filled financial literacy program tailored for kids to young adults.
CONFIDENT CONVERSATIONS® on Retirement
Listen in and share this podcast with clients to help inform retirement decisions.
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Discover all of our program content, and build your practice with our client acquisition, client engagement, and business management resources.
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