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Measuring Financial Capability : Questionnaires and Implementation Guidance for Low-, and Middle-Income Countries

This manual is designed to provide guidance to institutions, researchers, and survey firms on how to measure financial capability in middle, and low income countries using a new survey instrument that was developed and tested, from start to finish,...

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Bibliographic Details
Main Authors: Kempson, Elaine, Perotti, Valeria, Scott, Kinnon
Language:English
en_US
Published: World Bank, Washington, DC 2013
Subjects:
ACCURATE INFORMATION
ACTIONS
ADMINISTRATIVE DATA
ADMINISTRATIVE RECORDS
BANKS
BIASES
BUSINESS FINANCES
CALCULATION
CALCULATIONS
CAPABILITIES
CAPABILITY
CENSUSES
CHANGE
CHECKS
CLUSTER SAMPLING
COMMUNITY LEADER
COMMUNITY LEADERS
CONFIDENTIALITY
CONSUMER
CONSUMER PROTECTION
CONTENTS
COPYRIGHT
CREDIT CARDS
CURRENCY
CUSTOMIZATION
DATA COLLECTION
DATA ENTRY
DESCRIPTION
DISCUSSIONS
DOCUMENTS
E-MAIL
EARNINGS
ECONOMIC DEVELOPMENT
EDUCATION TRUST
ELECTRONIC FORM
ENUMERATORS
EQUIPMENT
EXPENDITURES
FAMILIES
FAMILY SUPPORT
FINANCES
FINANCIAL ACTIVITY
FINANCIAL AFFAIRS
FINANCIAL BEHAVIORS
FINANCIAL CHOICES
FINANCIAL DECISION
FINANCIAL DECISIONS
FINANCIAL EDUCATION
FINANCIAL EDUCATION PROGRAMS
FINANCIAL INFORMATION
FINANCIAL INSTRUMENTS
FINANCIAL INTERMEDIARIES
FINANCIAL LITERACY
FINANCIAL LITERACY PROGRAMS
FINANCIAL MATTERS
FINANCIAL PRODUCT
FINANCIAL PRODUCTS
FINANCIAL RESOURCES
FINANCIAL SECTOR
FINANCIAL SECTORS
FINANCIAL SERVICE
FINANCIAL SERVICES
FINANCIAL SERVICES AUTHORITY
FOCUS GROUPS
GENDER
GEOGRAPHICAL AREA
HEAD OF HOUSEHOLD
HOUSEHOLD FINANCES
HOUSEHOLD FINANCIAL DECISION
HOUSEHOLD FINANCIAL DECISION MAKING
HOUSEHOLD FINANCIAL DECISIONS
HOUSEHOLD INCOME
HOUSEHOLD SPENDING
HOUSEHOLD SURVEYS
HOUSEHOLDS
ID
IDENTIFICATION NUMBER
INCOME
INCOME RANGES
INCOME SOURCES
INCOMES
INTEREST RATES
INTERNATIONAL BANK
INTERVIEWING
INTERVIEWS
LICENSES
LIFETIME
LOGIC
LOW-INCOME
MATERIAL
METADATA
MISSING DATA
MISSING VALUES
MONEY MANAGEMENT
MORTGAGES
NATIONAL SURVEYS
OPINIONS
PERCEPTION
PERCEPTIONS
PERSONAL FINANCES
PHOTOS
PRESENT VALUE
PRIMARY EDUCATION
PRIVACY
PROBABILITY
PROTOCOL
PROTOCOLS
PUBLISHING
QUERIES
QUESTIONNAIRE
QUESTIONNAIRE DESIGN
QUESTIONNAIRES
RANKING
READING
REGULAR EXPENSES
REGULAR PAYMENTS
REMITTANCES
RESEARCHER
RESEARCHERS
RESPONSIBILITIES
RESULT
RETIRED
RETIREMENT
RISK MANAGEMENT
SAFETY NET
SAMPLE DESIGN
SAMPLE SELECTION
SENIOR
SOCIAL INSURANCE
SOCIOECONOMIC STATUS
SOFTWARE APPLICATION
SOURCE OF INFORMATION
SOURCES OF INCOME
SUPERVISION
SURVEY DATA
SURVEY DESIGN
SURVEY IMPLEMENTATION
SURVEY INSTRUMENTS
SURVEY QUESTIONS
SURVEY RESULTS
TELEPHONE
TIME PERIOD
TRAINING CENTER
TRAINING MATERIALS
TRANSLATION
TURNAROUND TIME
UNEXPECTED EXPENSE
UNION
UNIQUE IDENTIFIER
UNSECURED LOANS
URBAN AREAS
WEBSITE
WWW
Online Access:http://documents.worldbank.org/curated/en/2013/06/18054619/measuring-financial-capability-questionnaires-implementation-guidance-low-middle-income-countries
http://hdl.handle.net/10986/16295
Description
Summary:This manual is designed to provide guidance to institutions, researchers, and survey firms on how to measure financial capability in middle, and low income countries using a new survey instrument that was developed and tested, from start to finish, in middle- and low-income countries. This new survey was developed as part of a larger project financed by the Russia Financial Literacy and Education Trust Fund (RTF) and implemented by the World Bank that encompassed both measurement of financial capability and evaluation of financial literacy programs. The development of the new RTF Financial Capability Survey (FCS) was done in collaboration with a team of external experts and teams from a total of 12 low- and middle-income countries. The full description of how the survey was developed can be found in Kempson, Perotti, and Scott (2013) along with findings from the first wave of surveys that have been done. In this manual we briefly summarize reasons why the FCS might be of interest to a country, provide a detailed outline of the issues related to implementing the survey successfully, and demonstrate how to analyze the resulting data. The first chapter of the manual lays out the reasons why this survey could be of use to policy makers. Chapter two describes the FCS questionnaires and their goals and objectives. Topics related to fieldwork, or the implementation of the survey, are covered in chapter three. Guidance on how to analyze the survey is provided in chapter four. The survey instruments can be found in the appendixes of this manual, and related documents, interviewer and supervisor manuals, can be found on the Trust Fund website www.finlitedu.org.

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