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.
2024 National Financial Capability Study |
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Supplemental Datasets 2024 Puerto Rico State-by-State NFCS State-by-State Survey administered to 1,001 adults living in Puerto Rico. Download Questionnaires and Methodology 2024 Data and Tracking Dataset (Available 7/30/25) Tracking (Available 7/30/25). |
2021 National Financial Capability Study
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State-by-State Survey
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Investor Survey
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Supplemental Datasets 2021 Puerto Rico State-by-State NFCS State-by-State Survey administered to 1,001 adults living in Puerto Rico. Download Questionnaires & Methodology Download Data |
2018 National Financial Capability Study
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State-by-State Survey
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Investor Survey
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Supplemental Datasets 2018 Longitudinal State-by-State Survey (W2) Second wave of State-by-State Survey subset administered to adults in RAND's American Life Panel. Learn More |
2015 National Financial Capability Study
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State-by-State Survey
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Investor Survey
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2012 National Financial Capability Study
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State-by-State Survey
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Supplemental Datasets 2012 Longitudinal State-by-State Survey (W1) State-by-State Survey subset administered to adults in RAND's American Life Panel. Learn More |
2009 National Financial Capability Study
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State-by-State Survey
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