Resources

Find below resources to help you as you work on your submission for the Call for Proposals.

Resources on the Financial Well-Being Scale

To access the scale, as well as details about how to use it, you can access it through the CFPB’s website here:

https://www.consumerfinance.gov/practitioner-resources/financial-well-being-resources

Watch this short webinar to learn more about the Financial Well-Being Scale.

PowerPoint slides on the Financial Well-Being Scale are also available below.

  Everything You Wanted to Know about CFPB's National Financial Well-Being.pdf

Datasets Using the Financial Well-Being Scale

Since the creation and validation of the financial well-being scale, it has been used locally, nationally, and internationally by practitioners looking to measure their clients’ financial well-being and in surveys where financial well-being is of interest.

We include a list of data sources with publicly available datasets that use the Financial Well-Being scale, but we welcome the use of other datasets or sources that make use of the Financial Well-Being Scale.

CFPB National Financial Well-Being Survey

The CFPB created a national financial well-being survey that includes the financial well-being scale. You can access the public use file here:

https://www.consumerfinance.gov/data-research/financial-well-being-survey-data

You can watch our webinar to learn more about the public use file version of the financial well-being survey and how it can be used.

PowerPoint slides on the public use file are also available below.

  Using the CFPB National Financial Well-Being Survey Public Use Dataset.pdf

Contact Hector Ortiz at Hector.Ortiz@cfpb.gov for more information about this dataset.

Survey of Household Economics and Decision Making

Details about the survey, as well as directions for accessing the survey, are available here:

https://www.federalreserve.gov/consumerscommunities/shed_data.htm

Contact SHED@frb.gov for more information

Understanding America Study

Details about the survey, as well as directions for accessing the survey, are available here:

https://uasdata.usc.edu/index.php

Contact  UAS_L@mymaillists.usc.edu for more information

Additional Resources

Please click on the link below to open our document on frequently asked questions about the Call for Proposals.

  FAQ Document.pdf

If you would like further information now, or have any questions, please contact fwb_symposium@abtassoc.com

Sponsored by the Consumer Financial Protection Bureau (CFPB)