Event Details:
Videos Reading List Program and Presentations Photo Gallery
The Financial Literacy Research Boot Camp at Stanford University brought together Ph.D. students, postdocs, early-career researchers, and assistant professors to learn, explore, and connect with peers. Throughout the week, participants engaged with leading experts in financial decision-making, financial literacy, personal finance, and applied econometrics. They also explored innovative approaches to teaching personal finance. It was a week filled with learning, collaboration, and a shared commitment to shaping the future of financial decision-making research.
We were proud to collaborate with the G53 Financial Literacy and Personal Finance Research Network and the Joachim Herz Foundation (Joachim Herz Stiftung) to bring this training to life.
We thank the faculty who inspired our participants through lectures, panels, and mentoring.
Photo Gallery
Videos
Reading List
- Bucher-Koenen, Tabea, Rob Alessie, Annamaria Lusardi, and Maarten van Rooij. 2025. "Fearless Woman: Financial Literacy, Confidence, and Stock Market Participation." Management Science 71 (5): 2231–2255.
- Kaiser, Tim, Annamaria Lusardi, Lukas Menkhoff, and Carly Urban. 2022. "Financial Education Affects Financial Knowledge and Downstream Behaviors." Journal of Financial Economics 145 (2): 255–272.
- Luedtke, Allison Oldham, and Carly Urban. 2024. “High school financial education courses in the United States.: What is the importance of setting state policies?” Journal of Financial Literacy and Wellbeing 1 (3): 431-449.
- Lusardi, Annamaria, and Olivia S. Mitchell. 2023. "The Importance of Financial Literacy: Opening a New Field." Journal of Economic Perspectives 37 (4): 137–54.
- Lusardi, A. and Olivia S. Mitchell. 2011. “Financial Literacy around the World: An Overview.” Journal of Pension Economics and Finance, October: 497–508.
- Lusardi, Annamaria, Pierre-Carl Michaud, and Olivia S. Mitchell. 2017. “Optimal Financial Knowledge and Wealth Inequality.” Journal of Political Economy 125 (2): 431–477.
- van Rooij, Maarten, Annamaria Lusardi, and Rob Alessie. 2011. "Financial Literacy and Stock Market Participation." Journal of Financial Economics 101 (2): 449–472.
Program and Presentations
Schedule
Monday, June 23, 2025
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Session 1: Introduction to financial literacy and personal finance
Lecturer: Annamaria Lusardi, Stanford University
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Session 2: Measurement of financial literacy – part I
Lecturer: Annamaria Lusardi, Stanford University
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Session 3: Measurement of financial literacy– part II
Lecturer: Annamaria Lusardi, Stanford University
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Session 4: Surveys and data to study financial literacy: what is missing? Let’s fill the gaps.
Lecturer: Annamaria Lusardi, Stanford University
Instructor: Alessia Sconti, University of Bergamo and Bocconi University
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Session 5: Financial literacy and financial behavior
Lecturer: Annamaria Lusardi, Stanford University
Instructor: Alessia Sconti, University of Bergamo and Bocconi University
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Fireside Chat: “Teaching Personal Finance at Stanford”
Speakers: Michael Boskin and John Shoven, Stanford University
Moderator: Annamaria Lusardi, Stanford University
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Session 6: Teaching Personal Finance
Lecturer: Annamaria Lusardi, Stanford University
Instructor: Hakan Özyilmaz, Stanford University
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Tuesday, June 24, 2025
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Session 1: Explaining gender differences in financial literacy – part I
Lecturers: Tabea Bucher-Koenen, University of Mannheim, and Rob Alessie, University of Groningen
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Session 2: Explaining gender differences in financial literacy – part II
Lecturers: Tabea Bucher-Koenen, University of Mannheim, and Rob Alessie, University of Groningen
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Session 3: Discussion of research ideas
Moderators: Tabea Bucher-Koenen, University of Mannheim, and Rob Alessie, University of Groningen
Instructor: Alessia Sconti, University of Bergamo and Bocconi University
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Fireside Chat: “Research and its impact on policy”
Speaker: Neale Mahoney, Stanford University
Moderator: Annamaria Lusardi, Stanford University
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Session 4: Using state-level mandate data to assess the impact of financial education
Lecturer: Carly Urban, Montana State University
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Session 5: Using school-level mandate data to assess the impact of financial education
Lecturer: Carly Urban, Montana State University
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Session 6: The effect of high-school mandates on financial behavior – A review of econometric approaches and findings
Lecturer: Carly Urban, Montana State University
Instructor: Alessia Sconti, University of Bergamo and Bocconi University
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Wednesday, June 25, 2025
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Session 1: Discussion of research ideas
Lecturers: Carly Urban, Montana State University, and Tim Kaiser, RPTU and Stanford University
Instructor: Alessia Sconti, University of Bergamo and Bocconi University
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Keynote Address: “A new framework for financial education”
Keynote Speaker: B. Douglas Bernheim, Stanford University
Moderator: Annamaria Lusardi, Stanford University
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Session 2: Field Experiments in Financial Literacy and Personal Finance – Part I
Lecturer: Tabea Bucher-Koenen, University of Mannheim
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Session 3: Field Experiments in Financial Literacy and Personal Finance – Part II: Learning from meta-analyses and open questions on causal mechanisms, scalability and long-term effects
Lecturer: Tim Kaiser, RPTU and Stanford University
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Fireside Chat: “Publishing and academic careers”
Speaker: Annamaria Lusardi, Stanford University
Moderator: Carly Urban, Montana State University
Thursday, June 26, 2025
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Special address: “The rise of alternative investments”
Speaker: Ken Singleton, Stanford University
Moderator: Annamaria Lusardi, Stanford University - -
Session 1: Theoretical frameworks for financial literacy
Lecturer: Rob Alessie, University of Groningen
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Session 2: Theoretical models and empirical evidence for financial literacy
Lecturer: Tabea Bucher-Koenen, University of Mannheim
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Session 3: “Behind the curtain" on research practices and success
Lecturer: Carly Urban, Montana State University
Moderator: Annamaria Lusardi, Stanford University
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Session 4: Presentation of research from participants
Moderators:
Alessia Sconti, University of Bergamo and Bocconi University
Annamaria Lusardi, Stanford University - -
Session 5: Bridging the gaps: New research questions in personal finance and financial literacy - And the winner is..?
Instructor: Alessia Sconti, University of Bergamo and Bocconi University
Friday, June 27, 2025
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Session 1: Shaping the future of the field
Moderator: Tabea Bucher-Koenen, University of Mannheim
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Session 2: Presentation of research work by participants
Moderators:
Rob Alessie, University of Groningen
Alessia Sconti, University of Bergamo and Bocconi University
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