Center for Financial Inclusion Financial Health Survey

Survey developed by CFI to assess financial health of employees. Can be used by any individual in developed markets to get a picture of their financial health.

Name of Parent Organization

Center for Fianancial Inclusion (CFI) at Accion

Name of Resource

Center for Financial Inclusion Financial Health Survey

Owner, Founder, or Sponsor

Accion

Year Founded

2017

Typical Use Case

An enterprise can use it to adapt the design of its financial products/services, regulators can use it to adapt regulation in the country to incentivize financial health, an end-beneficiary can use it to understand own state and define plan for improvement.

Thoughts?

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