Building financial literacy for older women

The ability to manage finances is critical for well-being, especially as we age. However, research shows that many people around the world lack the financial knowledge and skills needed to confidently secure their future. Women are particularly vulnerable to financial insecurity due to lifelong inequities in economic opportunities, legal rights, and social status.

With funding from the Robert Wood Johnson Foundation, the University of Southern California (USC) Center for Economic and Social Research and HelpAge USA conducted research on the implementation of a successful financial literacy program across Asia called the Citi-Tsao Foundation Financial Education Programme for Mature Women and the need and opportunity for financial education for older women in the U.S.

Using the lessons from international experience, our research involved in-depth interviews with 30 U.S. stakeholders from a range of sectors, analyzing existing survey data on gender differences in financial literacy, and fielding a new nationally representative survey on the demand for financial education among U.S. women aged 40–65.

Watch the Webinar

Interested in learning more? Check out the April 2023 webinar from HelpAge USA and USC to take a deep dive into the results, featuring a panel of experts from Bank of America Merrill Lynch, AARP, and the National Asian Pacific Center on Aging.

Moderated by: Deborah Royster, Assistant Director, Office for Older Americans, Consumer Financial Protection Bureau (CFPB)

Key Findings


For information about the research, partnerships, or next steps,
please contact us at info@helpageusa.org or 202-709-8442.

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