Financial Literacy

Fiscal Health & Wellness
Meet your retirement, college saving, business startup or other money management goals with this set of resources compiled by the MICPA! 



Guide to Financial Preparedness

The MICPA Financial Literacy Task Force in partnership with the Hospice of Michigan has created this valuable tool to strengthen the financial well-being of individuals, families or clients.

  Guide to Financial Preparedness


Take Your Financial Inventory

Create a summary of your financial assets and liabilities. Regardless of age or current circumstances, this is an important first step for individuals or families planning for their future.

Choose a format below and get started


  PDF Download


Explore our Financial Literacy Curriculum

Educators can utilize this series of in-depth PowerPoint presentations to help prepare and inform students.

 Go To Curriculum






Personal Finance in Michigan Education

On Thursday, Jun. 16, 2022, Gov. Gretchen Whitmer signed HB 5190, a bill sponsored by Rep. Diana Farrington (R – Utica) and supported by the MICPA, making personal finance courses a requirement for high school graduation. Read More

If you’d like to get involved in supporting these initiatives consider joining the task force!



Read More on Financial Literacy
  • Financial Considerations for Younger Professionals

    Mar 28, 2024, 10:48 AM by Rick David, DANLEX Solutions, LLC and MICPA Financial Literacy Task Force Member
    As one starts their career, it is often quite difficult to look into the future from a financial point of view. There are too many day to day expenses that easily swallow up one’s earnings. However, starting early is often the best way to ensure financial success in the long run.
    Full story
  • Tax Preparation: What Are My Options

    Mar 21, 2024, 10:15 AM by Zachary Simon, CPA
    The IRS has several options for those who want to prepare their own tax returns. For taxpayers with an Adjusted Gross Income of $79,000 or less, free tax software is available. Free fillable forms are available to any income level. The link below will get you to the IRS website.
    Full story
  • How to Build a Better Budget

    Apr 24, 2023, 10:30 AM by Mary Lou Gura
    MICPA Financial Literacy Task Force Chair, Mary Lou Gura, shares her insights and tips for building a better budget.
    Full story



Looking for an 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.



AICPA Financial Literacy Resources


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.

  Begin Planning


Bank On It
Interactive Game

Imagined by students for students, Bank On It challenges you on the fundamentals of accounting, gives you a taste of work-world scenarios, and reinforces what your learning in the classroom. Put yourself to the test.

  Play Now


Disasters and Financial Planning

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.

  Get Started


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!