Financial Literacy

Business and Industry

The MICPA has compiled a set of resources to help consumers meet their money management goals. Whether you're planning for retirement, launching a business or just starting college, these tools will help you to be financially prepared.

Taking Your Financial Inventory

Use this booklet to prepare a summary of your financial assets and liabilities. Regardless of age or current financial circumstances, this is an important first step for individuals and families who want to start planning their future.

Download your financial inventory worksheet and get started!

Financial Affairs at the End of Life

The MICPA's Financial Literacy Task Force, in partnership with Hospice of Michigan, has created a guide to help families and individuals organize and prepare for the financial circumstances that can arise later in life. The guide provides checklists and directives to help ensure that you have a plan in place to protect your legacy and your family.

Financial Affairs at the End of Life

360 Degrees of Financial Literacy

The American Institute of CPAs offers a set of comprehensive guides to assist you in managing your finances at every stage of your life. Visit the site for an index of articles, tools and FAQs grouped by age range and situation to make it easy to find the information you need.

Get Started

Disasters and Financial Planning: A Guide for Preparedness and Recovery

The AICPA, American Red Cross and National Endowment for Financial Education released a new, interactive guide to help people take proactive steps to minimize the potential impact of disasters on their lives and financial well-being. 

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Bank On It

Thought up by students, for students, this interactive game will challenge you on accounting fundamentals, give you a taste of real, working-world scenarios and reinforce what you’re learning in the classroom. It will test your wit, wisdom and ambition.

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Tools for Small Businesses

Whether you’re starting a business, growing your business, or stepping up to run a family business, you need the right tools and information to help you make sound financial decisions. The American Institute of Certified Public Accountants provides a selection of resources tailored specifically to small business owners.

Financial Resources for Small Businesses

Looking for a Finance Expert?

You're ready to start planning your financial future, let the MICPA help you to find a respected Michigan Certified Public Accountant to be your financial guru.

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Reinventing Mi Retirement

The MICPA is proud to be a partner in the State of Michigan's Reinventing Mi Retirement initiative - making information and materials available to Michiganders of all ages to help them plan a secure financial future!

Start Planning