Assessment Resource
| ID | INDIGO-ARES-0118 | 
|---|---|
| Assessment Resource - Status | PUBLIC | 
| Assessment Resource - Name | CFPB Financial Well Being Scale | 
| Assessment Resource - Who? - Public Sector | YES | 
| Assessment Resource - Who? - Private Sector | NO | 
| Assessment Resource - Who? - Third Sector | YES | 
| Assessment Resource - Output Format - Agnostic | NO | 
| Assessment Resource - Output Format - Monetary Valuation | NO | 
| Assessment Resource - Output Format - Non-monetary quant index | YES | 
| Assessment Resource - Output Format - Ordinal | YES | 
| Assessment Resource - Output Format - Qualitative only | NO | 
| Assessment Resource - Output Format - Quant but no index | NO | 
| Assessment Resource - Time frame? - Ongoing | YES | 
| Assessment Resource - Time frame? - Prospective | NO | 
| Assessment Resource - Time frame? - Retrospective | NO | 
| Assessment Resource - Scale? - Agnostic | NO | 
| Assessment Resource - Scale? - Micro | YES | 
| Assessment Resource - Scale? - Meso | NO | 
| Assessment Resource - Scale? - Macro | NO | 
| Assessment Resource - Impact Goal - Agnostic | NO | 
| Assessment Resource - Impact Goal - Defence | NO | 
| Assessment Resource - Impact Goal - Democracy | NO | 
| Assessment Resource - Impact Goal - Development/ Poverty Reduction | YES | 
| Assessment Resource - Impact Goal - Education | NO | 
| Assessment Resource - Impact Goal - Employment/ Financial well-being | NO | 
| Assessment Resource - Impact Goal - Health | NO | 
| Assessment Resource - Impact Goal - Housing | NO | 
| Assessment Resource - Impact Goal - Local rejuvenation | NO | 
| Assessment Resource - Impact Goal - SDG oriented | NO | 
| Assessment Resource - Impact Goal - Social impact | NO | 
| Assessment Resource - Impact Goal - Sustainability/ Eco | NO | 
| Assessment Resource - Impact Goal - Well-being | NO | 
| Assessment Resource - Type - Case Study | NO | 
| Assessment Resource - Type - Classification | NO | 
| Assessment Resource - Type - Consultancy | NO | 
| Assessment Resource - Type - Framework | NO | 
| Assessment Resource - Type - Guide | NO | 
| Assessment Resource - Type - Dataset | YES | 
| Assessment Resource - Type - Principles | NO | 
| Assessment Resource - Type - Reporting Standards | NO | 
| Assessment Resource - Type - Resource Repository or Summary | NO | 
| Assessment Resource - Type - Tool | NO | 
| Assessment Resource - Type - Training Programme | NO | 
| Assessment Resource - Sourcing? - Agnostic | NO | 
| Assessment Resource - Sourcing? - Outsource to Vendor | NO | 
| Assessment Resource - Sourcing? - Paid tool | NO | 
| Assessment Resource - Sourcing? - Proprietary in-house | NO | 
| Assessment Resource - Sourcing? - Self-driven | YES | 
| Assessment Resource - Method? - Attribution | NO | 
| Assessment Resource - Method? - Diff-in-Diff statistical analysis | NO | 
| Assessment Resource - Method? - Ex-ante projections | NO | 
| Assessment Resource - Method? - Focus Groups | NO | 
| Assessment Resource - Method? - Framework agnostic | NO | 
| Assessment Resource - Method? - Interviews | YES | 
| Assessment Resource - Method? - Mission Alignment | NO | 
| Assessment Resource - Method? - Observation | YES | 
| Assessment Resource - Method? - Operational Data | YES | 
| Assessment Resource - Method? - RCTs | NO | 
| Assessment Resource - Method? - Surveys | NO | 
| Assessment Resource - Method? - Theory of Change | NO | 
| Assessment Resource - Method? - Before and After | NO | 
| Assessment Resource - Used in sectors? - Charity | NO | 
| Assessment Resource - Used in sectors? - CSR | NO | 
| Assessment Resource - Used in sectors? - Development | NO | 
| Assessment Resource - Used in sectors? - Governance/ Policy | YES | 
| Assessment Resource - Used in sectors? - Green Book | NO | 
| Assessment Resource - Used in sectors? - Healthcare | NO | 
| Assessment Resource - Used in sectors? - Housing | NO | 
| Assessment Resource - Used in sectors? - IGOs | NO | 
| Assessment Resource - Used in sectors? - Impact investing | NO | 
| Assessment Resource - Used in sectors? - Microfinance | NO | 
| Assessment Resource - Used in sectors? - SIBs | NO | 
| Assessment Resource - Used in sectors? - Social Enterprises | NO | 
| Assessment Resource - Used in sectors? - Sustainability/ Eco | NO | 
| Assessment Resource - Used in sectors? - Developed Countries | YES | 
| Assessment Resource - Used in sectors? - Developing Countries | NO | 
| Assessment Resource - Internal / External? - Internal | YES | 
| Assessment Resource - Internal / External? - External | NO | 
| Assessment Resource - Leader | Consumer Financial Protection Bureau (CFPB) | 
| Assessment Resource - Purpose | Set of questions and scale to measure financial well being of individuals. The scale allows practitioners and researchers to quantify something that is not directly observable (financial well being). | 
| Assessment Resource - Content | Practitioners or researchers can use it to quantify and observe financial well being of individuals. | 
| Assessment Resource - Link | https://files.consumerfinance.gov/f/201512_cfpb_financial-well-being-user-guide-scale.pdf |