An official website of the United States government
Parts of this site may be down for maintenance from Friday, January 23, 9:00 p.m. to Sunday, January 25, 9:00 a.m. (Eastern).
Winter 2026
Share This Page:
Collection: Financial Literacy Digests
Have a financial literacy event worth noting? Rolling out a new financial education initiative or product? Contact OCC Community Affairs.
The Office of the Comptroller of the Currency's (OCC) Financial Literacy Digest is a quarterly e-newsletter that lists events, initiatives, and other resources offered by the OCC and other government agencies and organizations. (View disclaimer)
Throughout the year, organizations convene to discuss developments in financial literacy. This digest highlights opportunities to learn more about personal finance education this winter, as well as other valuable resources offered by financial literacy education organizations. Listed events link directly to sponsors' websites.
Ethics in Action: Applying Ethical Standards in Financial Counseling Office of Military Compensation and Financial Readiness, U.S. Department of War
Trump Accounts Jumpstart the American Dream This website provides information on Trump Accounts. Trump Accounts are tax-advantaged investment accounts for U.S. citizens under age 18. The initiative will launch in July 2026.
Crypto Asset Custody Basics for Retail Investors – Investor Bulletin The Securities and Exchange Commmission's Office of Investor Education and Assistance issued this Investor Bulletin to help educate retail investors about the ways investors can hold crypto assets. It provides an overview of types of crypto asset custody and provides tips and questions to help investors decide how to best hold crypto assets.
A Pervasive Threat: Analyzing Recent Survey Data on Fraud and Scams This brief includes data from the Understanding America Survey (UAS), conducted by the Aspen Institute between December 2024 and January 2025, about the prevalence of fraud and scams in the United States. The survey asked respondents to share information about their experiences with fraud and scam and analyzes the findings.
The Power of Collaboration: A Guide for Nonprofits to Partner with Banks This guide from the American Bankers Association Foundation encourages nonprofits to be intentional and strategic in establishing relationships with banks, including around design and delivery of financial literacy programs. The guide provides nonprofits with insights on how banks operate and are regulated, as well as actionable steps for pursuing these relationships.
The information in the Financial Literacy Digest was obtained from publicly available sources. Inclusion of a non-OCC event, activity, product, or hyperlink in this newsletter does not constitute an endorsement by the OCC. The OCC provides this information as a member of the Financial Literacy and Education Commission, established by the Fair and Accurate Credit Transactions Act of 2003, to "improve the financial literacy and education of persons in the United States." The OCC does not exercise editorial control over any of the information in non-OCC websites and cannot guarantee the accuracy of the information.
