Financial Literacy Impact Study for Professionals

I want a clear, evidence-based look at how different levels of financial literacy influence the way working professionals choose and manage stocks and mutual funds. Your work should go beyond generic commentary: I need verifiable data, up-to-date references, and practical insights that someone in a full-time job can act on without an advanced finance background.

Please structure the project around a concise written report supported by relevant datasets, charts, and academic or industry sources. An executive summary that distills the key findings into plain language is essential so I can share it internally with non-specialists, while the main body should dig into methodology, analysis, and detailed results.

Acceptance criteria
• Data sources are cited and reproducible.
• Statistical methods are explained clearly, with any code or spreadsheets included.
• The link between literacy levels and portfolio choices in stocks and mutual funds is quantified and discussed in practical terms.
• Final deliverables: PDF report, editable analysis files, and a short slide deck for quick presentation.

If you have prior experience running surveys, analysing investment behaviour, or translating complex finance concepts for busy professionals, that will help you hit the ground running.