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Increasing Financial Literacy for Customers and Communities – 365 Days per Year

Release Date: 05 Apr 2023
Increasing Financial Literacy for Customers and Communities 365 Days per Year

Today’s economic environment is challenging—and to boot, it’s ever-changing. Keeping up with the news--or even knowing where to start--can feel overwhelming. Between the complexities and the constant shifts, Fidelity is here to help our customers and communities learn and live their best financial lives. Financial literacy can mean a lot of things to many people. For some, it’s getting comfortable with saving and spending. For others, it’s learning about the options to secure long-term financial well-being in retirement or getting started with investing. No matter where someone is in their financial literacy journey, Fidelity is here with the resources and tools to help.

A Head Start

Research shows students begin forming money habits as young as 6-years-old[i], so it’s critical we reach the next generation early on. We’re doing this by connecting with K-12 educators in the community to provide the tools and curriculum they need. To date, more than 4,500 teachers—serving 450,000 students— have participated in Fidelity’s financial literacy programs. We’re also connecting young people with learning opportunities in unique places, like basketball camps with the Connecticut Sun with a FinLit Water Break. As students are ready to start “learn by doing,” we offer the Fidelity Youth Account which provides teens and their parents a simplified user experience combined with educational content and tools to help them start to save, spend and invest.

Meeting People Where They Are

As the next generation takes their first steps toward financial independence, we’re meeting them where they are with fun educational content on platforms like TikTok and Reddit and blending together topics like cooking and market performance to cut through the clutter. We recently worked with the University of Kentucky to customize the Fidelity Bloom® app. This took Fidelity Bloom®, which helps young people save more and build smart, long-lasting money habits, and customized it to students on a specific college campus, making their experience even more relevant. And not all communities learn the same way, and so we’re serving up what’s useful and what resonates through customized online libraries like these for the Black, Hispanic, and emerging investor communities. For many, retirement plans are a first foray into investing—so we continue to offer additional savings and investing tools, like Fidelity Goal Booster, to help participants achieve their short-term savings goals.

Lifelong Learners

For those using April to check in on their financial well-being, Fidelity offers an incredible suite of resources including on-demand webinars and content as well as live events that anyone can join. Our available-to-anyone Online Learning Center can prepare people for everything from saving for retirement to navigating life events and making an impact with charitable donations. We also know that financial literacy is impacted by current events—so we aim to help our customers and communities make sense of the current landscape. This month, we’re providing a few new forums for continued learning and discussion around financial literacy:

  • Jump$tart Collaboration: On 4/7, read about how Fidelity’s Community Relations team is reaching the next generation with financial education.
  • Women Talk Money: On 4/12, join us for a fireside chat with Connecticut Sun player DiJonai Carrington about setting yourself up for financial success. Register here.
  • Fidelity Viewpoints® Market Sense: On 4/25, Join Jurrien Timmer, Director of Global Macro, and Pamela Everhart, Head of Regional Public Affairs and Community Relations as they discuss financial literacy for the family. Tune in live or add the event to your calendar here. 

Education is a key that unlocks so many opportunities for financial literacy and economic mobility—and we are therefore committed to providing access to higher education through fully funded undergraduate degrees for our associates, helping students enter the financial services industry, and funding higher education for members of underserved communities through our Invest in My Education (ME)℠ program. Since our founding nearly 77 years ago, we’ve been a trusted resource providing people access to financial services and education. That will continue to hold true this month—and every month.


[i] University of Cambridge, Habit Formation and Learning in Young Children


Fidelity Brokerage Services LLC, Member NYSE, SIPC,

900 Salem Street, Smithfield, RI 02917

Fidelity Distributors Company LLC,

500 Salem Street, Smithfield, RI 02917

National Financial Services LLC,

Member NYSE, SIPC, 245 Summer Street, Boston, MA 02205

The third parties mentioned herein, and Fidelity Investments are independent entities and are not legally affiliated

The third-party trademarks and service marks appearing herein are the property of their respective owners.

*Keep in mind that investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money.*

The Fidelity Bloom App is designed to help with your saving and spending behaviors through your Save and Spend accounts, which are brokerage accounts covered by SIPC insurance. They are not bank accounts and therefore are not covered by FDIC insurance.


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