Rigorous evaluation of financial capability strategies: Why, when, and how

This report presents insights that can be helpful to researchers, practitioners, and funders undertaking or contemplating rigorous research into the effectiveness of different financial capability approaches. It summarizes the successful strategies and pitfalls of conducting rigorous evaluation of financial capability interventions, shared during a roundtable discussion with Urban Institute and CFPB staff, as well as evaluators, funders, and program staff.