Take this self-assessment to better understand your own financial knowledge, skills, and overall confidence. As someone who helps your organization serve individuals and families, it’s …

Answer ten questions to measure your current financial well-being and see steps you can take to improve it.

2025年1月14日 · Specify which particular financial skills you want to test: budgeting, financial statement analysis, or forecasting. Step 2: Create financial skills questions. Question banking …

This guide describes the research behind the CFPB Financial Well-Being Scale and provides detailed steps for using it, including how to score individuals’ responses and compare their …

Financial Literacy Assessment Questions and Tools Will Guide You Toward Success. In order to get meaningful data about your financial education program, you need to ask the right financial …

2024年6月25日 · By conducting a financial needs assessment, you can improve your financial situation and outlook, and reduce your financial stress and anxiety. You can also increase your …

2025年1月5日 · To ensure you don’t miss something critical to your financial well-being, we've put together this checklist of the main topics to cover. A financial checkup is a systematic look at …

2025年1月31日 · Conducting an assessment at least yearly can help you stay on top of your financial well-being. Setting a budget, reducing debt, and saving for emergencies and …