Financial

Financial Communication

Financial communication entails all of the strategies, tactics, and tools used to share financial data and recommendations with investors and other interested parties. Around the world, companies need strong, proactive financial communication competencies to successfully help shape the evolution of capital markets for themselves and their industries. In return, companies likely will see the benefits

Financial Capacity Instrument

The Financial Capacity Instrument (FCI) is a conceptually based, standardized psychometric instrument designed to directly assess everyday financial activities and abilities relevant to community-dwelling adults. The FCI assesses financial skills at the task, domain, and global levels. The current version of the FCI (FCI-9) consists of 20 financial tasks, 9 domains of financial activity, and

Financial Capacity

Financial capacity (FC) is a medical-legal construct that represents the ability to independently manage one’s financial affairs in a manner consistent with personal self-interest. FC thus involves not only performance skills (e.g., accurately counting coins/currency, completing a check register, paying bills) but also the judgment skills that optimize financial self-interest. From a legal standpoint, FC

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