Our non-profit is dedicated to improving financial resilience and well-being for all, while helping to build a better world.

Financial well-being is foundational to the overall well-being and resilience of people and communities. To support this, we offer the free Financial Well-Being Index and toolkit to policymakers, financial institutions, employers, non-profits, and financial health leaders worldwide. This tool helps you measure and track the financial well-being of your citizens, customers, employees, stakeholders and communities: while driving positive change.

We are making our Financial Well-Being Index Model and Toolkit available globally as a free, publicly-available tool, with users agreeing to the Free Toolkit License Agreement. The Toolkit includes the Financial Well-Being Index Model; Financial Well-Being Scoring Tool so you can score the financial well-being, and overall well-being, of up to 7000 individuals (compatible with PowerBI) and the User Guide.

The Financial Resilience Institute Free Toolkit is available subject to our Licence Agreement.

Learn more about the Index Model; Definitions and the Framework, Potential Applications or the Financial Well-Being Index Model Development Methodology.

Access the Institute’s free reports (2017 – 2025) for data and insights on the financial well-being of Canadians based on the national longitudinal Financial Well-Being Studies.

Contact us to explore applications for the Financial Well-Being Index Model and Toolkit, to share feedback or to learn about our impact measurement and other services.

The Financial Well-Being Index Model and Financial Well-Being Scoring Tool are copyright © Financial Resilience Society and used under license. All rights reserved. Seymour Financial Resilience Index® is a registered trademark used under license by the Financial Resilience Society.