Two assessments

Same goal, different moments — one deep and personal, one brief and embeddable.

Two options

Comprehensive · Streamlit

Financial Wellness Checkup

A multi-dimensional self-assessment covering goals, cash flow, savings, debt, and retirement readiness. Returns a personalized action plan grounded in Federal Reserve data and retirement-readiness research.

Time
10–15 minutes
Best for
A personal deep-dive across the whole picture
Take the checkup
Brief · CFPB Scale

CFPB Financial Well-Being Scale Activity

A 10-question activity using the Consumer Financial Protection Bureau's validated Financial Well-Being Scale (public domain). Auto-scored, shows the participant's score band, and points to ongoing support through the University of Illinois System's Student Money Management Center.

Time
About 3 minutes
Best for
Course activities, orientations, pre/post measurement
Take the activity Embed in your course

Use it in your course

Drop this iframe into any LMS page. The activity lives on this domain, so its scoring and buttons run without sandboxing.

HTML Paste into your LMS's HTML editor 
<iframe
  src="https://andreapellegrini.info/cfpb-financial-wellbeing-scale.html"
  width="100%"
  height="100vh"
  style="min-height:600px; border:0;"
  title="Financial Well-Being Check-In"></iframe>
Canvas gotcha

Do not upload the HTML file to Canvas Files and iframe it from there. Canvas applies a Content Security Policy to file previews that silently blocks the activity's JavaScript — the intro renders, but the Start button does nothing.

Embedding from this domain (the snippet above) avoids that entirely. If you'd rather not embed, link directly instead:

Open the activity in a new tab

On mobile, iframes can feel cramped inside an LMS page. Pairing the iframe with a plain “open in new tab” link is the most forgiving pattern.

Credit where credit is due

The Financial Well-Being Scale — its items, response options, and scoring tables — is the work of the Consumer Financial Protection Bureau, released in the public domain (2015 / 2017). The activity here is an educational wrapper that follows the CFPB's own scoring exactly.

The call-to-action inside the activity points to the Student Money Management Center (SMMC) at the University of Illinois System — free financial education for students, parents, employees, and alumni. That's where I do this work day to day.