Building a Financially Capable America Through Education and Research

This study by FiCycle, NORC at the University of Chicago, and the Foundation examines the joint roles that math and financial knowledge play on people’s financial outcomes. The findings indicate that those with high math and financial knowledge report more positive financial outcomes and fewer negative financial outcomes than those with high knowledge in only one (or neither) domain.

This study by the FINRA Foundation and CFA Institute examines the behaviors, influences, information sources, perceptions, and attitudes of Gen Z investors (ages 18-25 at the time of the survey) relative to millennial investors and Gen X investors.

This study uses data from the NFCS to examine the financial vulnerability of AAPI adults, in the aggregate and across different heritages within the AAPI population. The findings suggest that wide disparities in financial vulnerability are found in different heritage groups.