Highlights From the FINRA Foundation National Financial Capability Study
Financial Capability in the United States
Authors:
Judy T. Lin, Christopher Bumcrot
FGS Global
Gary Mottola, Olivia Valdes, Robert Ganem, Christine Kieffer, Gerri Walsh
FINRA Investor Education Foundation
Annamaria Lusardi
The George Washington University
Acknowledgements:
The FINRA Foundation would like to thank Nilton Porto of the University of Rhode Island and Carly Urban of
Montana State University for their insightful contribution to this report. In addition, we would like to thank the
following individuals for sharing their expertise throughout the study:
Andrew Dunn
Jeremy Ko
Alicia Lloro
Genevieve Melford
Hector Ortiz
Louisa Quittman
The FINRA Foundation also thanks FINRA's Corporate Communications team and FINRA's Office of Investor
Education for their insights and assistance reviewing, designing, and editing this report.
Recommended Citation:
Lin, J. T., Bumcrot, C., Mottola, G., Valdes, O., Ganem, R., Kieffer, C., Lusardi, A., & Walsh, G. (2022).
Financial Capability in the United States: Highlights from the FINRA Foundation National Financial Capability Study
(5th Edition). FINRA Investor Education Foundation. www.FINRAFoundation.org/NFCSReport2021
Corresponding Author:
Gary Mottola
[email protected]
All results, interpretations, and conclusions expressed are those of the research team alone and do not
necessarily represent the views of FINRA, the FINRA Investor Education Foundation or any of its affiliated
companies.
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