Investor Study

The 2018 Investor Study portion of the National Financial Capability Study will be available in late 2019. This study takes an in-depth look at the unique issues confronted by investors.

Approximately 30 percent of respondents to the 2015 National Financial Capability Study (NFCS) State-by-State Survey reported investing outside of tax-advantaged retirement accounts such as an IRA or 401(k). To obtain deeper insight on investing decisions, the FINRA Foundation commissioned a separate follow-up survey of investors as part of the 2015 NFCS. The Investor Survey explores topics such as relationships with investment brokers and advisors, understanding and perceptions of fees charged for investment services, usage of investment information sources, attitudes towards investing in general, and investor literacy.

Read the Investor Report from the 2015 NFCS.

For detailed findings on the financial knowledge and behavior of American investors, read the Investor report, or download the data.

More information about the Investor report, including the questionnaire and methodological documents can be found on the Data and Downloads page.

Questions and Feedback

Share your comments and questions about the FINRA Foundation's National Financial Capability Study.

Data and Downloads

To access datasets, questionnaires and other related documents, visit our data and downloads section.

Read these Reports from the NFCS

Download National Findings Download Investor Findings