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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)

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

CSA Investor Index (2009)

Prepared for the Canadian Securities Administrators Investor Education Committee

FINRA Investor Education Foundation research

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

Employee Benefit Research Institute (EBRI)

Retirement Confidence Survey (RCS) is a comprehensive study of the attitudes and behavior of American workers and retirees toward saving, retirement planning, and long-term financial security.

EBRI Databook on Employee Benefits includes data from dozens of sources to provide a comprehensive analysis of how the employee benefit system works in the U.S.

National Endowment for Financial Education (NEFE)

Periodically, NEFE brings together experts in the fields of education, personal finance and research. These groups spend several days exploring new approaches to delivering financial education to diverse populations. Click here for reports from the NEFE Convenings.

NEFE also conducts research on various financial issues. Read more here.