Congratulations to NAIFA-California for its advocacy work that contributed to the California Legislature passing (and the Governor signing) AB 2927 by Assemblyman McCarty (D-Sacramento). The bill reflects years of efforts to require financial literacy be included in high school curriculum and required for graduation.
The recently agreed-to compromise was supported by NAIFA-California and resulted in the proposed November ballot initiative being pulled by its sponsor NGPF Mission 2030, an affiliate of Next Gen Personal Finance. The Governor and Legislative leaders praised the compromise and expressed their strong support of ensuring students are given the life tools necessary to make sound financial decisions at a young age. Students will begin to see the curriculum in the 2027-28 school year.
NAIFA-California’s advocacy win is NAIFA grassroots at its best.
NAIFA-CA celebrates passage of financial literacy bill
Topics: Advocacy #NAIFAProud Financial Literacy
2 min read
NAIFA-Louisiana and Edward Jones Promote Financial Literacy Resolutions
National Financial Literacy Month came to a close at the end of April 30, but educating consumers about the importance understanding their finances is a task NAIFA members can take to heart throughout the year. It's also has an important advocacy component. We are #NAIFAproud of members from NAIFA-Louisiana who worked in cooperation with Edward Jones and were instrumental in getting both the state House of Representatives and Senate to pass resolutions recognizing April as Financial Literacy Month in the state.
Topics: State Advocacy Financial Literacy Louisiana
2 min read
NAIFA Advocates for Financial Literacy
NAIFA members are often at the forefront of efforts to improve Americans' financial literacy. From educating their clients to volunteering in local schools and their communities to promoting April as National Financial Literacy Month, NAIFA members are giving Americans intelligent insights into money matters. This even extends to their political advocacy.
Topics: State Advocacy Financial Literacy Federal Advocacy
1 min read
NAIFA-WI Sees Financial Literacy Bill Signed Into Law
NAIFA-WI members Kris Alfheim and Sherri Mitchell and lobbyist George Ermert attended a bill-signing ceremony with Governor Tony Evers for legislation requiring high school students to complete a personal finance course prior to graduation.
Topics: Legislation & Regulations State Advocacy Financial Literacy Wisconsin
2 min read
NAIFA Supports the Congressional Financial Literacy and Wealth Creation Caucus
NAIFA is a strong proponent of the Congressional Financial Literacy and Wealth Creation Caucus and has urged members of Congress to join during the Congressional Conference and In-District Meetings earlier this year. The bipartisan caucus raises issues important to NAIFA members and consumers they serve in the consciousness of lawmakers. Its members are legislators "committed to empowering Americans with the tools needed to build wealth and achieve financial stability."
Topics: Financial Literacy Federal Advocacy Congress
1 min read
Take Me Out to the Advocacy Opportunity
When we think of the In-District Meetings NAIFA promotes each August, we usually think of get-togethers at district offices with federal lawmakers or their staff. But really, they can take all shapes and forms.
Topics: State Advocacy Financial Literacy
2 min read
May Brings Financial Literacy Wins!
NAIFA is celebrating major legislative victories in Alabama, Indiana, Montana, and Minnesota. In the month of May, these four states have passed legislation that will mandate the completion of a semester-long personal finance course to successfully fulfill high school graduation requirements. There are now 23 total states that have similar measures.
Topics: State Advocacy Financial Literacy Alabama Promoting Financial Security Indiana Minnesota Montana
3 min read
Florida Governor Signs Enhanced Protections For Annuity Consumers Into Law
American Council of Life Insurers (ACLI) President and CEO Susan Neely and National Association of Insurance and Financial Advisors NAIFA-Florida President Jeff Chernoff issued the following joint statement on legislation signed into law in Florida that strengthens protections for annuity consumers:
Topics: Legislation & Regulations Financial Literacy Florida
3 min read
NAIFA Supports New Congressional Caucus to Promote Financial Security
NAIFA applauds the leadership of Representatives Young Kim (R-CA) and Joyce Beatty (D-OH) on the relaunch of the Congressional Financial Literacy and Wealth Creation Caucus for the 118th Congress. The Congresswomen are an excellent duo to co-chair this bipartisan group of legislators committed to empowering Americans with the tools needed to build wealth and achieve financial stability.
Topics: Financial Literacy Financial Security Federal Advocacy Congress Congressional Conference
1 min read
West Virginia Adds Financial Literacy to High School Graduation Coursework Requirements
The NAIFA state legislative wins continue! This time it’s NAIFA-West Virginia that is celebrating being the 19th state to adopt financial literacy coursework as a requirement for high school graduation. HB 3113 was signed into law by Governor Jim Justice on March 23, 2023. NAIFA-West Virginia worked closely with the West Virginia Education Association to advocate for the bill in both chambers.
