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Financial Capability and Asset Development – Research, Education, Policy, and Practice - Oxford Scholarship Online
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Financial Capability and Asset Development: Research, Education, Policy, and Practice

Julie Birkenmaier, Jami Curley, and Margaret Sherraden


As financial issues are currently a major concern for families, scholars, and practitioners, students have increased their interest in knowledge and skills for practice that addresses finances. Unfortunately, social workers and other helping professionals often lack preparation, knowledge, and skills to tackle increasingly complex financial problems facing their clients. This volume fills a significant gap by assembling the latest evidence about financial education and financial capability in low-income households, and linking it to education, policy, and practice for helping professionals. Fi ... More

Keywords: financial capability, financial education, low-income, financial literacy

Bibliographic Information

Print publication date: 2013 Print ISBN-13: 9780199755950
Published to Oxford Scholarship Online: May 2013 DOI:10.1093/acprof:oso/9780199755950.001.0001


Affiliations are at time of print publication.

Julie Birkenmaier, editor
St. Louis University

Jami Curley, editor
St. Louis University

Margaret Sherraden, editor
University of Missouri-St. Louis

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Part one Theory and Background

Part two Innovations in Financial Capability

5Low-Income Parents of Preschool Children

Deborah D. Adams, and Sondra G. Beverly

6 Financial Issues and an Aging Population

Phillip McCallion, Lisa A. Ferretti, and Jihyun Park

7 Improving Financial Capacity among Low-Income Immigrants

Min Zhan, Steven G. Anderson, and Jeff Scott

9 Income Tax Time as a Time to Build Financial Capability

Jennifer L. Romich, Nicole Keenan, Jody Miesel, and Crystal C. Hall

Part Three Social Work Education, Practice, and Curriculum Development

12Financial Capabilities of Service Providers in the Asset-Building Field

Vernon Loke, Julie L. Watts, and Sally A. Kakoti

13 The Role of Social Work in Financial Capability

Julie Birkenmaier, Teri Kennedy, James Kunz, Rebecca Sander, and Shelley Horwitz

15 Conclusion

Margaret S. Sherraden

End Matter