| Specific Instruments |
Validation Author, Year, Country |
Studies found in research that used the instrument |
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Managing Money Scale (ILS MM) |
Loeb, 19962727 Loeb PA. Independent Living Scales: additional record forms. San Antonio: Psychological Corp; 1996., USA |
Mackin and Areán2828 Mackin RS, Areán PA. Impaired financial capacity in late life depression is associated with cognitive performance on measures of executive functioning and attention. J Int Neuropsychol Soc. 2009;15(5):793-8.; Wood et al.2929 Wood S, Rakela B, Liu PJ, Navarro AE, Bernatz S, Wilber KH, et al. Neuropsychological profiles of victims of financial elder exploitation at the los angeles county elder abuse forensic center. J Elder Abuse Negl. 2014;26(4):414-23.
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Financial Capacity Instrument (FCI) |
Marson et al., 200055 Marson DC, Sawrie SM, Snyder S, McInturff B, Stalvey T, Boothe A, et al. Assessing financial capacity in patients with Alzheimer disease: a conceptual model and prototype instrument. Arch Neurol. 2000;57(6):877-84.; Griffith et al., 20031515 Griffith HR, Belue K, Sicola A, Krzywanski S, Zamrini E, Harrell L, et al. Impaired financial abilities in mild cognitive impairment: a direct assessment approach. Neurology. 2003;60(3):449-57., USA |
Martin et al.66 Martin RC, Triebel KL, Kennedy RE, Nicholas AP, Watts RL, Stover NP, et al. Impaired financial abilities in Parkinson's disease patients with mild cognitive impairment and dementia. Parkinsonism Relat Disord. 2013;19(11):986-90.; Stoeckel et al1111 Stoeckel LE, Stewart CC, Griffith HR, Triebel K, Okonkwo OC, Den Hollander JA, et al. MRI volume of the medial frontal cortex predicts financial capacity in patients with mild Alzheimer's disease. Brain Imaging Behav. 2013;7(3):282-92.; Triebel et al.1313 Triebel KL, Okonkwo OC, Martin R, Griffith HR, Crowther M, Marson DC. Financial capacity of older african americans with amnestic mild cognitive impairment. Alzheimer Dis Assoc Disord. 2010;24(4):365-71.; Griffith et al.1616 Griffith HR, Stewart CC, Stoeckel LE, Okonkwo OC, Den Hollander JA, Martin RC, et al. Magnetic resonance imaging volume of the angular gyri predicts financial skill deficits in people with amnestic mild cognitive impairment. J Am Geriatr Soc. 2010;58(2):265-74.; Triebel et al.1212 Triebel KL, Martin R, Griffith HR, Marceaux J, Okonkwo OC, Harrell L, et al. Declining financial capacity in mild cognitive impairment: A 1-year longitudinal study. Neurology. 2009;73(12):928-34.; Sherod et al.1717 Sherod MG, Griffith HR, Copeland J, Belue K, Krzywanski S, Zamrini EY, et al. Neurocognitive predictors of financial capacity across the dementia spectrum: normal aging, mild cognitive impairment, and Alzheimer's disease. J Int Neuropsychol Soc. 2009;15(2):258-67.; Martin et al.1818 Martin R, Griffith HR, Belue K, Harrell L, Zamrini E, Anderson B, et al. Declining financial capacity in patients with mild Alzheimer disease: a one-year longitudinal study. Am J Geriatr Psychiatry. 2008;16(3):209-19.; Okonkwo et al.1919 Okonkwo OC, Wadley VG, Griffith HR, Belue K, Lanza S, Zamrini EY, et al. Awareness of deficits in financial abilities in patients with mild cognitive impairment: going beyond self-informant discrepancy. Am J Geriatr Psychiatry. 2008;16(8):650-9.; Griffith et al.1414 Griffith HR, Okonkwo OC, Den Hollander JA, Belue K, Lanza S, Harrell LE, et al. Brain Proton MRS is correlated with financial abilities in patients with Alzheimer's Disease. Brain Imaging Behav. 2007;1:23-9.; Okonkwo et al.2020 Okonkwo OC, Wadley VG, Griffith HR, Ball K, Marson DC. Cognitive correlates of financial abilities in mild cognitive impairment. J Am Geriatr Soc. 2006;54(11):1745-50.; Griffith et al.1515 Griffith HR, Belue K, Sicola A, Krzywanski S, Zamrini E, Harrell L, et al. Impaired financial abilities in mild cognitive impairment: a direct assessment approach. Neurology. 2003;60(3):449-57.; Wadley et al.2121 Wadley VG, Harrell LE, Marson DC. Self- and informant report of financial abilities in patients with Alzheimer's disease: reliable and valid? J Am Geriatr Soc. 2003;51(11):1621-6.; Earnst et al.2222 Earnst KS, Wadley VG, Aldridge TM, Steenwyk AB, Hammond AE, Harrell LE, et al. Loss of financial capacity in Alzheimer's Disease: the role of working memory. Aging, Neuropsychol Cogn. 2001;8(2):109-19.; Marson et al.55 Marson DC, Sawrie SM, Snyder S, McInturff B, Stalvey T, Boothe A, et al. Assessing financial capacity in patients with Alzheimer disease: a conceptual model and prototype instrument. Arch Neurol. 2000;57(6):877-84.
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Prior/Premorbid Financial Capacity Form (PFCF) |
Wadley et al., 20032121 Wadley VG, Harrell LE, Marson DC. Self- and informant report of financial abilities in patients with Alzheimer's disease: reliable and valid? J Am Geriatr Soc. 2003;51(11):1621-6., USA |
Triebel et al.1212 Triebel KL, Martin R, Griffith HR, Marceaux J, Okonkwo OC, Harrell L, et al. Declining financial capacity in mild cognitive impairment: A 1-year longitudinal study. Neurology. 2009;73(12):928-34.; Wadley et al.2121 Wadley VG, Harrell LE, Marson DC. Self- and informant report of financial abilities in patients with Alzheimer's disease: reliable and valid? J Am Geriatr Soc. 2003;51(11):1621-6.
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Current Financial Capacity Form (CFCF) |
Wadley et al., 20032121 Wadley VG, Harrell LE, Marson DC. Self- and informant report of financial abilities in patients with Alzheimer's disease: reliable and valid? J Am Geriatr Soc. 2003;51(11):1621-6., USA |
Okonkwo et al.1919 Okonkwo OC, Wadley VG, Griffith HR, Belue K, Lanza S, Zamrini EY, et al. Awareness of deficits in financial abilities in patients with mild cognitive impairment: going beyond self-informant discrepancy. Am J Geriatr Psychiatry. 2008;16(8):650-9.
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Financial Competence Assessment Tool (FCAT) |
Sakuraba et al., 20043030 Sakuraba Y, Kumawzawa Y, Matsuda O. Development of the Financial Competency Assessment Tool (FCAT): a study of the reliability and validity of the FCAT. Bull Tokyo Gakugei Univ Sect I Sci Educ. 2004;55:131-9., Japan |
Sakuraba et al.3030 Sakuraba Y, Kumawzawa Y, Matsuda O. Development of the Financial Competency Assessment Tool (FCAT): a study of the reliability and validity of the FCAT. Bull Tokyo Gakugei Univ Sect I Sci Educ. 2004;55:131-9.
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Measure of Awareness of Financial Skills (MAFS) |
Cramer et al., 20043131 Cramer K, Tuokko HA, Mateer CA, Hultsch DF. Measuring awareness of financial skills: reliability and validity of a new measure. Aging Ment Health. 2004;8(2):161-71., Canada |
Van Wielingen et al.3232 Van Wielingen LE, Tuokko HA, Cramer K, Mateer CA, Hultsch DF. Awareness of financial skills in dementia. Aging Ment Health. 2004;8(4):374-80.; Cramer et al.3131 Cramer K, Tuokko HA, Mateer CA, Hultsch DF. Measuring awareness of financial skills: reliability and validity of a new measure. Aging Ment Health. 2004;8(2):161-71.
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Financial Competence Assessment Inventory (FCAI) |
Kershaw and Webber, 20083333 Kershaw MM, Webber LS. Assessment of financial competence. Psychiatry, Psychol Law. 2008;15(1):40-55., Australia |
Pachana et al.3434 Pachana NA, Byrne GJ, Wilson J, Tilse C, Pinsker DM, Massavelli B, et al. Predictors of financial capacity performance in older adults using the Financial Competence Assessment Inventory. Int Psychogeriatr. 2014;26(6):921-7.; Kershaw and Webber3333 Kershaw MM, Webber LS. Assessment of financial competence. Psychiatry, Psychol Law. 2008;15(1):40-55.
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Financial decision-making questionnaire (FDMQ) |
Cole and Denburg, 20082525 Cole CA, Denburg NL. Financial Decision Making Questionnaire (FDMQ). Iowa City: University of Iowa Carver College of Medicine, Department of Neurology; 2008., USA |
Shivapour et al.3535 Shivapour SK, Nguyen CM, Cole CA, Denburg NL. Effects of age, sex, and neuropsychological performance on financial decision-making. Front Neurosci. 2012;6:1-9.
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Semi-Structured Clinical Interview for Financial Capacity (SCIFC) |
Marson et al., 20092323 Marson DC, Martin RC, Wadley V, Griffith HR, Snyder S, Goode PS, et al. Clinical interview assessment of financial capacity in older adults with mild cognitive impairment and Alzheimer's disease. J Am Geriatr Soc. 2009;57(5):806-14., USA |
Marson et al.2323 Marson DC, Martin RC, Wadley V, Griffith HR, Snyder S, Goode PS, et al. Clinical interview assessment of financial capacity in older adults with mild cognitive impairment and Alzheimer's disease. J Am Geriatr Soc. 2009;57(5):806-14.
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Financial Capacity Instrument Short Form (FCI-SF) |
Gerstenecker et al., 20152424 Gerstenecker A, Eakin A, Triebel K, Martin R, Swenson-Dravis D, Petersen RC, et al. Age and education corrected older adult normative data for a short form version of the Financial Capacity Instrument. Psychol Assess. 2015;28(6):737-49., USA |
Gerstenecker et al.2424 Gerstenecker A, Eakin A, Triebel K, Martin R, Swenson-Dravis D, Petersen RC, et al. Age and education corrected older adult normative data for a short form version of the Financial Capacity Instrument. Psychol Assess. 2015;28(6):737-49.
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Lichtenberg Financial Decision Rating Scale (LFDRS) |
Lichtenberg et al., 20152626 Lichtenberg PA, Stoltman J, Ficker LJ, Iris M, Mast B. A Person-Centered approach to financial capacity assessment: preliminary development of a new rating scale. Clin Gerontol. 2015;38(1):49-67., USA |
Lichtenberg et al.2626 Lichtenberg PA, Stoltman J, Ficker LJ, Iris M, Mast B. A Person-Centered approach to financial capacity assessment: preliminary development of a new rating scale. Clin Gerontol. 2015;38(1):49-67.
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