Measuring Financial Capability and Well-Being in Financial Coaching Programs

This brief describes the data collected and lessons gleaned from the Financial Coaching Impact & Evaluation Fellowship, which took place over the course of 10 months in 2017. Ultimately, this brief argues that the Financial Well-Being Scale and the Financial Capability Scale are promising tools for financial capability programs seeking to understand the impact of their programs.



Foundations of Financial Well-Being: Insights into the Role of Executive Function, Financial Socialization, and Experience-Based Learning in Childhood and Youth

Tracking Financial Capability: Select and Collect Indicator Data

Tracking Financial Capability – Identify and Prioritize Your Expected Outcomes

Tracking Financial Capability – Build Your Logic Model