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Poole College of Management
Financial Literacy Initiative

Research & Impact

Studying what works, measuring what matters, and publishing findings that improve financial literacy practice.

The NC State Financial Literacy Initiative doesn’t just teach — we study what works. Our research spans finance, economics, and behavioral science — combining scholarship with real-world collaborations to develop approaches that make a measurable difference.

FEATURED RESEARCH AND demonstrated impact

Financial Advisor and his clients

Where Financial Advisors Grew Up Influences Their Business Ethics

The study underscores that where we are raised plays a significant role in establishing our core code of ethics, regardless of where we live and work as adults.

Read the article
photo of person typing into a calculator

Financial Literacy Program Outcomes

This program to deliver effective financial education in workplaces settings, and supported by the Institute of Consumer Money Management (ICMM), has resulted in a 38% increase in self-assessed financial knowledge.

View the program summary

Financial Resource Center

Our research informs everything we publish. Explore impartial, research-informed articles and resources on budgeting, credit, investing, student loans, retirement and more in the Financial Resource Center.

Explore the Resource Center

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