Education
Everything you need to understand and use your pension power.
From introductory guides to deep research to hands-on tools — CFA's educational resources are built for workers, trustees, and organizers at every stage of the work.
Our impact by the numbers
Public union leaders, members, and state pension trustees educated on climate risk and receiving strategy support
State pension trustees, treasurers, and staff working toward policy improvements with CFA's guidance
People accessing and engaging with CFA's blogs, tools, and resources
Stakeholders moved from education to action — submitting public comments, resolutions, and testimony
Resources
Start where you are.
Every resource is free. Find what fits where you are in the work right now.
Getting started
Investing in Our Future
The essential guide for workers and union members who want to understand how their pension fund works and how to start engaging it.
Download the Guide →Tools and checklists
Resources
Practical checklists, guides, and frameworks for workers and trustees ready to act. Designed to be used — not just read.
Explore Resources →Deep research
Research
White papers, policy analysis, and stewardship research for trustees and advocates who want to go deeper.
Explore Research →Community
Union Voices Survey
Tell us what your union is experiencing. Your responses shape the tools and resources CFA builds next.
Take the Survey →Live learning
Workshops
Live virtual and in-person sessions for unions, locals, and organizations. CFA meets you where you are.
View Workshops →Featured course
Your story is one of the most powerful organizing tools you have.
The Power of Our Story is a free five-module course featuring organizer Beverly Ortiz and investor Marcela Pinilla. Learn how to connect your personal experience to collective action — with downloadable worksheets for every module.
Start the Course →What's inside
The Power of Our Story — Five Modules
From the blog
Keep Reading...
Pension finance, demystified. Ideas and stories for workers, trustees, and organizers ready to act.
Worker power
Your Pension Fund Is a Labor Justice Tool. It's Time to Use It.
Most workers know what labor justice means. Far fewer know that their pension fund is one of the most powerful and underused tools for advancing it.
Read more →Organizing
You Already Know How to Do This
The skills that make a great organizer — mapping power, building coalitions, holding institutions accountable — are the same skills pension engagement demands.
Read more →Climate strategy
Why Pension Climate Strategy Is Bigger Than One Tool
When people first learn about pensions and climate risk, the first question is almost always the same: why don't funds just divest from fossil fuels?
Read more →Practical tools
Investing in Our Future: 10 Ways Unions Can Harness Their Pension Power
Your pension fund is not just a promise of future security — it is a multi-billion-dollar pool of economic influence that union members have the power to shape.
Read more →Storytelling
Our Stories, Our Capital: How Worker Stories Can Shape Climate-Resilient Pensions
Storytelling is one of the most powerful tools workers and unions have for connecting climate impacts to pension governance and retirement savings.
Read more →Getting started
8 Steps You Can Take to Understand Your Pension and Protect Your Retirement
For many workers, a pension isn't just numbers on paper — it's a promise. But for a lot of people, pensions can feel complicated or out of reach.
Read more →