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CFPB Financial Well Being Scale

The CFPB Financial Well-Being Scale is a reliable tool for evaluating overall money health. It looks past income to measure confidence, security, and long-term stability with finances. Financial advisors use it to uncover client needs and design more personalized plans.

2 minutes to complete

Eligibility

To complete the CFPB Financial Well Being Scale, individuals must be at least 18 years old, have a basic understanding of personal finance concepts, and be willing to answer questions honestly about their financial situation. The scale is designed to assess an individual's overall financial well-being and provide personalized recommendations for improvement.

Questions for CFPB Financial Well Being Scale

Instructions to use CFPB Financial Well Being Scale

Refer to the CFPB Financial Well-Being Scale scoring worksheet attached in reference to convert this total response value into your final financial well-being score; note that the scores differ depending on whether the survey is self-administered or administered by someone else.

Questions for CFPB Financial Well Being Scale

1.

I could handle a major unexpected expense

The answer should be a single choice:

Completely
Very well
Somewhat
Very little
Not at all

2.

I am securing my financial future

The answer should be a single choice:

Completely
Very well
Somewhat
Very little
Not at all

3.

Because of my money situation, I feel like I will never have the things I want in life

The answer should be a single choice:

Completely
Very well
Somewhat
Very little
Not at all

4.

I can enjoy life because of the way I’m managing my money

The answer should be a single choice:

Completely
Very well
Somewhat
Very little
Not at all

5.

I am just getting by financially

The answer should be a single choice:

Completely
Very well
Somewhat
Very little
Not at all

6.

I am concerned that the money I have or will save won’t last

The answer should be a single choice:

Completely
Very well
Somewhat
Very little
Not at all

7.

Giving a gift for a wedding, birthday, or other occasion would put a strain on my finances for the month

The answer should be a single choice:

Always
Often
Sometimes
Rarely
Never

8.

I have money left over at the end of the month

The answer should be a single choice:

Always
Often
Sometimes
Rarely
Never

9.

I am behind with my finances

The answer should be a single choice:

Always
Often
Sometimes
Rarely
Never

10.

My finances control my life

The answer should be a single choice:

Always
Often
Sometimes
Rarely
Never

Interpretation

Score Range (Finalscore from worksheet)	Interpretation
0-40	Indicates severe financial insecurity and inability to meet financial obligations.
40-50	Reflects financial struggles and limited control over finances.
50-70	Represents some financial stability but ongoing worries.
70-90	Shows strong financial security and freedom to enjoy life.
90-100	Demonstrates excellent financial well-being and confidence.

Reference

CFPB Financial Well-Being Scale – Full Scorecard and Scoring Worksheet

Author

CFPB Financial Well-Being Scale

License

CC BY-NC-SA 4.0

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CFPB Financial Well Being Scale

The CFPB Financial Well-Being Scale is a reliable tool for evaluating overall money health. It looks past income to measure confidence, security, and long-term stability with finances. Financial advisors use it to uncover client needs and design more personalized plans.

FAQs on CFPB Financial Well Being Scale

: It’s a standardized questionnaire developed by the Consumer Financial Protection Bureau (CFPB) to measure overall financial well-being.
: The scale was created and validated by the CFPB, a U.S. government agency dedicated to protecting consumers in financial markets.
: It assesses not just income or assets but also confidence, security, and the ability to meet present and future financial obligations.
: Advisors use the scale to benchmark a client’s financial well-being and to design tailored financial strategies.

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