Other Research

Review research on financial literacy and investing from other government agencies, securities regulators, and other organizations focused on individual investors.

Financial Literacy Research Consortium Conference (2010)

Sponsored by the Social Security Administration and hosted by the Financial Literacy Center (RAND, Dartmouth College, and the Wharton School), with participation from the Center for Financial Literacy (Boston College) and the Center for Financial Security (University of Wisconsin-Madison)

• Conference Agenda and Presentations
• Conference Paper Briefs

National Financial Capability Study (2009)

Commissioned by the FINRA Investor Education Foundation in consultation with the U.S. Department of the Treasury and the President's Advisory Council on Financial Literacy

• Executive Summary
• Full Report
• State by State Results
• Financial Knowledge Quiz

CSA Investor Index (2009)

Prepared for the Canadian Securities Administrators Investor Education Committee

• Summary
• Full Report

FINRA Investor Education Foundation research

A summary of research projects funded by the FINRA Investor Education Foundation is available here.