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NFCS Data and Downloads

Data and Downloads

The FINRA Foundation makes data files for various components of the National Financial Capability Study (NFCS) available for download, free of charge. Select the survey of interest and download the zip file. Datasets are available in .dta, .csv, and .sav file formats. Note that datasets in .sav and .dta format have variable descriptions and value labels within the datasets for ease of use. All dataset zip file downloads include the above file formats, the respective codebook, questionnaire, and methodological information, including sampling and data collection practices.

Public- vs. Restricted-access NFCS Data

To protect respondents’ privacy, the public NFCS datasets do not include zip code data, and race/ethnicity and age variables are aggregated. Granular data is available on signing of an agreement. If you would like access to this restricted information, please contact Olivia Valdes for more information.

 

NFCS State by State Survey
Examines the financial capability of over 25,000 U.S adults across the nation, reaching at least 500 individuals per state, plus the District of Columbia.

2021 Investor Report Cover image 2021

2018 Investor Report Cover image 2018

2015 Investor Report Cover image

2015

2012 Investor Report Cover image

2012

2009 Investor Report Cover image

2009

   

Tracking 2009-2021 |  Download Data & Data Info

 

NFCS Investor Survey
Examines investing-related topics (e.g., investments owned, risk tolerance, investing knowledge) among a subset of respondents of the State-by-State Survey who reported owning non-retirement investment accounts. The Investor Survey data can be merged with the State-by-State Survey data via a unique ID code included in the data sets.  

 

NFCS Asian American Oversample
Examines the financial capability of over a thousand U.S adults who identify as Asian or Pacific Islander using the State-by-State 2021 Survey questions.

2021 Coming soon

 

NFCS Puerto Rico Sample
Examines the financial capability of over a thousand residents of Puerto Rico using the State-by-State 2021 Survey questions.

2021 Coming soon

 

2021 NFCS Highlights: Interact with the Data

Explore the latest NFCS findings through novel web visualizations.

Learn more >>


Download the 2021 NFCS Report

Download PDF >>


Using the NFCS: Tutorials

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Learn how the NFCS can be used to advance your research and teaching.

Watch tutorial videos >>


Financial Capability Insights: What the NFCS Reveals

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Read a series of issue briefs based on the NFCS exploring different aspects of financial capability and how these vary across key populations in the U.S.

Learn more >>


Contact Us

Questions? Contact the Foundation's Gary Mottola or Olivia Valdes.


Explore the National Financial Capability Study

Learn more about Financial Capability in the U.S. through the NFCS.