Boot Camp 2026

Event Details:

Monday, June 22, 2026 - Friday, June 26, 2026

Photo Gallery  Program and Presentations  Reading List

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 were exposed to research methodology in financial literacy and personal finance, including survey design, measurement, and theoretical models of financial decision-making. Participants also learned how to conduct impact evaluations in an experimental setting.

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. 

Photo Gallery

Program and Presentations

Schedule

Monday, June 22, 2026

  • -

    Session 1: Setting the stage and an introduction to financial literacy and personal finance

    Lecturer: Annamaria Lusardi, Stanford University
    View Presentation

  • -

    Session 2: Measurement of financial literacy

    Lecturer: Annamaria Lusardi, Stanford University
    View Presentation

  • -

    Session 3: Measurement of financial literacy - The ECB project

    Lecturer: Annamaria Lusardi, Stanford University 
    Instructor: Justus Meyer, European Central Bank
    View Presentation   

  • -

    Session 4: Validation of the Big 3

    Lecturer: Tim Kaiser, RPTU
    View Presentation

  • -

    Session 5: Financial literacy and financial behavior

    Lecturer: Annamaria Lusardi, Stanford University
    Instructor: Alessia Sconti, University of Bergamo and Bocconi University
    View Presentation

  • -

    Fireside Chat: Teaching personal finance at Stanford

    Speakers: Michael Boskin and John Shoven, Stanford University 
    Moderator: Annamaria Lusardi, Stanford University

  • -

    Session 6: Discussion of research ideas that shape the future of the field

    Lecturers: Annamaria Lusardi, Stanford University, and Tabea Bucher-Koenen, University of Mannheim
    View Presentation

Tuesday, June 23, 2026

  • -

    Session 1: Evaluation of financial education in high school

    Lecturer: Verónica Frisancho, CAF/Development Bank of Latin America and the Caribbean
    View Presentation

  • -

    Session 2: Spillover effects of financial education

    Lecturer: Verónica Frisancho, CAF/Development Bank of Latin America and the Caribbean
    View Presentation

  • -

    Session 3: Long-term effects of financial education and discussion of research ideas

    Lecturer: Verónica Frisancho, CAF/Development Bank of Latin America and the Caribbean
    View Presentation

  • -

    Session 4: Using state-level mandate data to assess the impact of financial education in the U.S.: overview of the literature

    Lecturer: Carly Urban, Montana State University
    View Presentation

  • -

    Session 5: New data to assess the effect of financial education mandates

    Lecturer: Carly Urban, Montana State University
    View Presentation

  • -

    Session 6: Updated meta-analysis

    Lecturer: Tim Kaiser, RPTU
    View Presentation

  • -

    Work together in small groups on research ideas

    Facilitators: Hakan Özyilmaz, Stanford University; Alessia Sconti, Bocconi University and University of Bergamo; and Justus Meyer, European Central Bank

Wednesday, June 24, 2026

  • -

    Session 1: Theoretical models and empirical evidence for financial literacy

    Lecturers: Tabea Bucher-Koenen, University of Mannheim, and Rob Alessie, University of Groningen
    View Presentation

  • -

    Keynote Address

    Keynote Speaker: B. Douglas Bernheim, Stanford University 
    Moderator: Annamaria Lusardi, Stanford University
    View Presentation

  • -

    Session 2: Explaining gender differences in financial literacy

    Lecturers: Rob Alessie, University of Groningen, and Tabea Bucher-Koenen, University of Mannheim
    View Presentation
    Research Ideas

  • -

    Session 3: Financial literacy and financial advice

    Lecturer: Tabea Bucher-Koenen, University of Mannheim

  • -

    Fireside Chat: How can research inform policy

    Speakers: Carly Urban, Montana State University, and Verónica Frisancho, CAF/Development Bank of Latin America and the Caribbean 
    Moderator: Alessia Sconti, University of Bergamo and Bocconi University

Thursday, June 25, 2026

  • -

    Session 1: Pensions and financial literacy

    Lecturer: Tabea Bucher-Koenen, University of Mannheim
    View Presentation

  • -

    Session 1: AI and financial education

    Lecturer: Hakan Özyilmaz, Stanford University

  • -

    Session 2: Review of econometric approaches to study financial literacy, education, and decision-making

    Lecturers: Tim Kaiser, RPTU, and Carly Urban, Montana State University
    View Presentation

  • -

    Session 3: Presentation of selected research ideas

    Organizers: Hakan Özyilmaz, Stanford University; Alessia Sconti, Bocconi University and University of Bergamo; and Justus Meyer, European Central Bank

  • -

    Session 4: Special Address: Is my money safe? Understanding banks, bank runs, and stablecoins

    Speaker: Amit Seru, Stanford Graduate School of Business
    Moderator: Annamaria Lusardi, Stanford University
    View Presentation

  • -

    Fireside Chat: Publishing and academic careers

    Speaker: Tim de Silva, Stanford Graduate School of Business
    Moderator: Annamaria Lusardi, Stanford University

Friday, June 26, 2026

  • -

    1:1 Pitch meetings with instructors and more group discussion of research ideas

  • -

    Session 2: Shaping the future of the field

    Lecturer: Annamaria Lusardi, Stanford University
    View Presentation

  • -

    Summary and closing remarks

Reading List

  1. 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.
  2. 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.
  3. 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.
  4. Lusardi, Annamaria, and Olivia S. Mitchell. 2023. "The Importance of Financial Literacy: Opening a New Field." Journal of Economic Perspectives 37 (4): 137–54.
  5. Lusardi, A. and Olivia S. Mitchell. 2011. “Financial Literacy around the World: An Overview.” Journal of Pension Economics and Finance, October: 497–508. 
  6. Lusardi, Annamaria, Pierre-Carl Michaud, and Olivia S. Mitchell. 2017. “Optimal Financial Knowledge and Wealth Inequality.” Journal of Political Economy 125 (2): 431–477.
  7. van Rooij, Maarten, Annamaria Lusardi, and Rob Alessie. 2011. "Financial Literacy and Stock Market Participation." Journal of Financial Economics 101 (2): 449–472.
  8. Frisancho, Veronica. 2023. “Spillover effects of financial education: The impact of school-based programs on parents.” Journal of Financial Literacy and Wellbeing, Vol. 1(1): 138-153, 2023.
  9. Frisancho, Veronica. 2023. “Is School-Based Financial Education Effective? Immediate and Long-Lasting Impacts on Students and Teachers.“ The Economic Journal, Vol. 133(651): 1147–1180, 2023

Related Topics

Explore More Events

All Upcoming Events