Home > Financial behavior. Outcomes measurement tool: personal circumstances & needs – debt and finance.

Jacob, Katy (2002) Financial behavior. Outcomes measurement tool: personal circumstances & needs – debt and finance.

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Developed to assess the current state of financial literacy or general financial situations of participants.

This survey consists of 19 questions that can be administered as a pre-post assessment. For short programs that occur once for a full day or less this survey will help assess the current state of financial literacy or general financial situations of participants. Short programs should consider asking participants to complete the survey in advance of participating in the workshop. Longer programs that consist of multiple sessions over a period of time should ask participants to complete the survey before and after completing the program to assess changes in participant's financial behaviors.


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