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. Author manuscript; available in PMC: 2010 May 1.
Published in final edited form as: J Am Geriatr Soc. 2009 Apr 21;57(5):806–814. doi: 10.1111/j.1532-5415.2009.02202.x
Domain 1: Basic Monetary Skills
• “Please identify these coins and currency”
Domain 2: Financial Conceptual Knowledge
• “What is money?”
Domain 3: Cash Transactions
• “Please give me the exact amount of money needed to buy this box of tissues”
Domain 4: Checkbook Management
• “What is a check?”
Domain 5: Bank Statement Management
• What are some of the ways John Doe spent money during this month?
Domain 6: Financial Judgment
• “How could you be sure the price for the car is fair? ”
Domain 7: Bill Payment
• “If you had a question about this bill, what would you do?”
Domain 8: Knowledge of Personal Financial Assets and Estate Arrangements
• “Do you have a will or a living trust?”