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.



So You Want to Conduct A Survey?

The Incharge Financial Distress/Financial Well-Being Scale: Establishing Validity and Reliability

InCharge Financial Distress/Financial Well-Being Scale: Development, Administration, and Score Interpretation

Measuring Outcomes of Financial Capability Programs: Success Measures Tools for Practitioners

Levels of Financial Capability in the UK: results of a baseline survey

Eight Ways to Measure Financial Health

Measuring financial well-being – A guide to using the CFPB Financial Well-Being Scale

Building a Foundation for Effectiveness: Findings on Financial Literacy Evaluation in Canada 2012