Financial Capability Scale
Author: Collin O'Rourke, J. Michael Collins
Topic: Financial coaching & counselling, Research and evaluation
Publisher: Center for Financial Security
Location: United States
Format: Toolkit
Content Type: Tools
Publication Date: January 1, 2013

The Center for Financial Security (CFS) and Annie E. Casey Foundation have developed a short set of standardized client outcome measures to create the Financial Capability Scale (FCS). 

In 2011, CFS worked with four organizations to collect data on client outcome measures, with the goal of refining a small set of measures that can be used across programs. The project aimed to increase coordination across organizations so the financial coaching field can improve its capacity to demonstrate client impacts. The findings from the project extend beyond the coaching field and can be applied to other financial capability services. 

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