Table1.
UAB clinical conceptual model of financial capacity: 18 tasks, 9 domains, 2 global scores
| Domain/Task | Description | Difficulty |
|---|---|---|
| Domain 1 | Basic Monetary Skills | |
| Task 1a Naming Coins/Currency | Identify specific coins and Currency | Simple |
| Task 1b Coin/currency relationships | Indicate relative monetary values of coins/currency | Simple |
| Task 1c Counting coins/currency | Accurately count groups of coins and currency | Simple |
| Domain 2 | Financial Conceptual Knowledge | |
| Task 2a Define financial concepts | Define a variety of financial concepts | Complex |
| Task 2bApply financial concepts | Practical application/computation using concepts | Complex |
| Domain 3 | Cash Transactions | |
| Task 3a1 item grocery purchase | Enter into simulated 1 item transaction; verify change | Simple |
| Task 3b3 item grocery purchase | Enter into simulated 3 item transaction; verify change | Complex |
| Task 3cChange/vending machine | Obtain change for vending machine use; verify change | Complex |
| Task 3dTipping | Understand tipping convention; calculate/identify tips | Complex |
| Domain 4 | Checkbook Management | |
| Task 4a Understand checkbook | Identify and explain parts of check and check register | Simple |
| Task 4b Use checkbook/register | Enter into simulated transaction; pay by check | Complex |
| Domain 5 | Bank Statement Management | |
| Task 5a Understand bank statement | Identify and explain parts of a bank statement | Complex |
| Task 5b Use bank statement | Identify specific transactions on bank statement | Complex |
| Domain 6 | Financial Judgment | |
| Task 6a Detect mail fraud risk | Detect and explain risks in mail fraud solicitation | Simple |
| Task 6c Detect telephone fraud risk | Detect and explain risks in telephone fraud solicitation | Simple |
| Domain 7 | Bill Payment | |
| Task 7a Understand bills | Explain meaning and purpose of bills | Simple |
| Task 7b Prioritize bills | Identify bills that need immediate attention | Simple |
| Task 7c Prepare bills for mailing | Prepare simulated bills, checks, envelopes for mailing | Complex |
| Domain 8 | Knowledge of Assets/Estate | |
| Indicate/verify asset ownership, estate arrangements | Simple | |
| Domain 9 | Investment Decision-Making | |
| Understand investment options/returns; make decisions | Complex | |
| Global 1Domains 1–7 | Overall performance across domains 1–7 and tasks | |
| Global 2 Domains 1–9 | Overall performance across domains 1–9 and tasks |
Adapted from and reprinted with permission from (Griffith et al., 2003), the American Academy of Neurology.