Instruments for evaluating financial management capacity among the elderly: an integrative literature review

  • Marroni S
  • Radaelli G
  • Silva Filho I
  • et al.
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Abstract Objective: To identify tools available in literature for assessing the financial management capacity of elderly persons with and without cognitive deficit or impairment. Methods: An integrative literature review was performed. Scientific publications indexed in the PubMed, LILACS (Latin American and Caribbean Health Sciences Literature), Psychology Index and Cochrane Library databases by November 2015 were evaluated. Results: Of the 609 articles obtained from the databases, 29 were considered eligible for this review, and involved 11 instruments for the evaluation of financial management capacity, the most cited of which was the Financial Capacity Instrument (FCI). Conclusion: There are several scales and instruments available which are used to investigate both daily and instrumental activities of daily living, which allow the independence and effective functioning of the elderly on a day to day basis to be verified. Non-Brazilian literature also describes specific instruments for the assessment of financial management capacity. However, no references to a specific scale that evaluates this construct and which has been validated and adapted for the Brazilian population were identified.Resumo Objetivo: Identificar os instrumentos disponíveis na literatura para avaliação da capacidade de gerenciamento financeiro em idosos com e sem deficit ou prejuízo cognitivo. Método: Revisão integrativa da literatura. Foram avaliadas publicações científicas indexadas nas bases de dados PubMed, LILACS (Literatura Latino-Americana e do Caribe em Ciências da Saúde), Index Psicologia e Cochrane Library, até novembro de 2015. Resultado: Dos 609 artigos provenientes das bases de dados, 29 foram considerados elegíveis para esta revisão, envolvendo 11 instrumentos para a avaliação da capacidade de gerenciamento financeiro, sendo que o mais citado foi o Financial Capacity Instrument (FCI). Conclusão: Existem diversas escalas e instrumentos disponíveis para investigar fatores da vida diária, tanto para atividades básicas quanto para as instrumentais, as quais possibilitem verificar a independência e o bom desempenho do idoso no dia a dia. Embora na literatura internacional também sejam encontrados instrumentos específicos para avaliar a capacidade de gerenciamento financeiro; não foram, no entanto, identificadas referências sobre uma escala específica, validada e adaptada à população brasileira, que avalie esse construto.




Marroni, S. P., Radaelli, G., Silva Filho, I. G. da, & Portuguez, M. W. (2017). Instruments for evaluating financial management capacity among the elderly: an integrative literature review. Revista Brasileira de Geriatria e Gerontologia, 20(4), 582–593.

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