This study aims to validate the results of a 2012 pilot study that developed a short instrument to measure financial capability, using national survey results as reference point. More importantly, this study also develops a numerical scoring system to provide respondents with a transparent and easy...

After more than a year of dedicated research, analysis, and outreach, CFSI has developed eight indicators to measure financial health. For each indicator, we provide benchmarks, financial data proxies, survey question alternatives, and data sources, among other things. This is the final report on...

In order to provide practitioners and researchers with a standard, reliable, and broadly available way to measure individual financial well-being, the CFPB led a rigorous research effort to develop a consumer-driven definition of financial well-being, and then tested a set of questions–a...

The 2005 Baseline Survey of Financial Capability (BSFC) was designed by the Personal Finance Research Centre on behalf of the Financial Services Authority to measure the four domains of financial capability which we had identified in earlier exploratory work with consumers. The questions set out in...