Introducing the Consumer Finance Research Methods Toolkit

Gawain Lynch and I are happy to announce that the CFRM Toolkit is now available. The Toolkit 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:

  • Methods being applied in consumer finance research: Ethnography, Verbal Interviews, Object-Centred Interviews, Financial Diaries, Digital Research and Experiments
  • Case Studies of cutting-edge work by academic and commercial researchers, including economists, anthropologists, and consultants
  • Ethical issues in consumer finance research
  • Challenges we face conducting research in a fast-changing world of consumer finance
  • Resources such as links to further reading, relevant institutions, and data sources

We hope that you enjoy the toolkit and findit useful. Any feedback you have can be left here, emailed to Erin (, emailed to the IMTFI ( or submitted via a Google form.