[Scientific production in Scopus on financial health: period 2011-2022]

INTRODUCTION

Financial health is related to the overall health of an individual and their family. The objective of this study was to evaluate the scientific production on financial health in the Scopus database for the 2011-2022 period.

METHOD

Scoping review of manuscripts published in journals indexed in the Scopus database between the years 2011 and 2022. The following search terms were used: "Financial obligations", "financial inclusion", "family economy", "financial education", "financial literacy", "financial wellness" and "financial stress", which were entered in the Scopus search engine together with the Boolean operators (AND, OR).  Results: A total of 6 940 publications were identified, of which 81.95% were original articles. The United States was the country with the highest scientific production (35.5%). We identified a trend of increasing number of papers during the study period, especially from 2016 onward, with an 860% increase in 2022 (n=1429) with respect to 2011 (n=165). The journals with the highest number of publications were Sustainability (Switzerland) and the Journal of Financial Counseling and Planning (USA). Finally, the key search terms with the greatest yield were "financial inclusion" through the use of technology, "financial stress", "financial education" and "financial health."

CONCLUSIONS

Research on financial health has increased significantly. The new knowledge on the subject is mostly driven by authors and institutions from the United States, and finally, there is evidence of an increasing trend of pulbications related to financial inclusion and financial education.

Adaptation and validation of the financial stress scale in social conflict contexts: a study conducted with small and medium-sized Peruvian entrepreneurs

Introduction

Social conflicts have repercussions on the mental health of the economically active population.

Objective

To adapt and validate the Financial Stress Scale in the context of social conflicts (ESECPS).

Method

An instrumental study involving 2,242 owners of small and medium enterprises (50.9% women), aged between 18 and 74 years old, selected through a non-probabilistic purposive sampling. The participants were recruited across three regions of Peru during periods of protests and strikes against the incumbent Peruvian government. The instrument for adaptation was the financial stress scale EFEmp-Cov19, created in the context of the COVID-19 pandemic's impact.

Results

All items proved to be clear, relevant, and representative (V > 0.70). Exploratory Factor Analysis (EFA) revealed the existence of one underlying factor across the 11 items (KMO = 0.962, Bartlett = 5434.3; df = 55; p < 0.001). However, for Confirmatory Factor Analysis (CFA), items 4 and 11 were removed, resulting in support for a unidimensional model with 9 items (χ2 = 262.73, df = 23, p < 0.001; RMR = 0.022; TLI = 0.972; CFI = 0.980; and RMSEA = 0.072). Regarding reliability, a very high value was found (ω = 0.92).

Conclusion

The ESECPS demonstrates adequate psychometric properties, making it a suitable measure to assess financial stress among Peruvian entrepreneurs facing economic instability and financial threats in the context of social conflicts.