Financial Health Working Group

CFSI’s Financial Health Working Group was established in 2016 in order to gather companies at the forefront of financial health strategy to discuss CFSI’s latest financial health work, share ideas about how companies can measure financial health by diagnosing, designing, delivering, and tracking to improve financial health over time, and ultimately help companies successfully incorporate a financial health framework in their business. This work will result in improved consumer financial health.


Express your interest in the Financial Health Working Group.
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2018 Goals

  • In-person meetings at CFSI events (EMERGE and Network Summit) along with two virtual meetings.
  • Members benefit from peer learning as they share findings from their own financial health measurement frameworks and initiatives.
  • Members are provided an early and closer look at CFSI’s Financial Health Measurement efforts and provide CFSI feedback.
  • Members apply CFSI financial health research and insights within their organizations.
  • Members gain and share insights into tracking financial health over time, and also what works to improve financial health.

Membership Expectations

  • Each member contributes to the advancement of financial health through their organization’s measurement efforts and is willing to share resources and insights with the group.
  • Members attend working group meetings and contribute to discussions regularly.
  • Membership is limited to CFSI Financial Health Leaders, or those who have expressed interest in being a Financial Health Leader, to ensure a focused, committed group.
  • This group is made up of a diverse group of financial service providers of all sizes, mission-based organizations, and researchers.
  • Non-CFSI Financial Health Network members, or organizations unable to meet Financial Health Leader criteria in 2018, may be invited to participate in the Working Group on a case-by-case basis as advisors.
  • Working group members have an equal voice in contributing to the agenda and discussion. Sponsorship does not elevate a member’s influence on the objectives or output of the working group.

MetLife Foundation is a major sponsor of CFSI’s ongoing consumer financial health work.