Financial Literacy
Request a Financial Presentation Today!
To request a financial literacy presentation, kindly fill out this form and a we will do our best to fill this request.
CalCPA Resources
CalCPA Offers Resources from Next Gen Personal Finance for Middle and High School Audiences
CalCPA is using resources from Next Gen Personal Finance to support our financial literacy volunteers making presentations to both middle and high school audiences. As of 2020, NGPF's curriculum and professional development has extended to 40,000 middle and high school teachers reaching more than 2 million students. All resources continue to be FREE to access.
CalCPA financial literacy volunteers are encouraged to setup a free account to access these resources for their next presentation.
Disaster Recovery
CalCPA members provide free financial counseling services to victims of California disasters. Volunteers are available to assist victims with filing insurance claims, filing casualty losses on their income tax returns, cash flow planning and other services. CalCPA also provides free resource guides to help victims navigate the financial recovery process.
Learn more about financially preparing for and recovering from a disaster.
Financial Literacy Volunteer Resources
Resources are available to support CalCPA financial literacy volunteers as they deliver financial education to the public. Some of these resources include polling tools, online budgeting tools and topic specific power points.
Learn more about the volunteer resources.
Financial literacy volunteers, please submit your event flier request here. Please allow 10 business days for your request to be completed.