Research Methods Toolkit

The Consumer Finance Research Methods Toolkit includes descriptions and detailed case studies for six innovative methods being used in cutting-edge consumer finance research. It was produced by Canela Consuling for the Institute for the IMTFI at UCI. It is the final product of our Consumer Finance Research Methods Project, which produced a paper and several blog posts to assist researchers in adapting to changing conditions in consumer finance globally and to better understand the consumers of financial products.

The Toolkit demonstrates how a range of qualitative and quantitative methods can be applied to research problems in consumer finance. The CFRM Toolkit is intended for a wide audience, professional and academic. Web-based and free to use, toolkit features include:

We hope that you enjoy the toolkit and find it useful.

Any feedback you have can be emailed to Erin ( or submitted below.


You can download the full toolkit here (PDF). The following sections are online: