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Pfeffer FAQ

The Pfeffer Functional Activities Questionnaire (FAQ) is an informant-rated measure of instrumental activities of daily living. It covers complex tasks such as finances, shopping, meal preparation, remembering appointments, and transportation. Total scores range from 0 to 30, with higher values indicating greater functional impairment.

Formula: FAQ total = sum of 10 informant-rated items (0-30).

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How It Works

1

Complete All 10 IADL Items With a Knowledgeable Informant

The Pfeffer FAQ is administered to a collateral informant — a family caregiver, spouse, or close friend who has daily contact with the patient and can report on actual functional performance. The 10 items assess: (1) writing checks, paying bills, and balancing a checkbook; (2) assembling tax records or business affairs; (3) shopping alone for groceries, clothing, or household items; (4) playing a game of skill or working on a hobby; (5) heating water and turning the stove off; (6) preparing a balanced meal; (7) keeping track of current events; (8) paying attention to and understanding a TV program, book, or magazine; (9) remembering appointments, family occasions, and medications; (10) traveling or driving, or arranging transportation. Each item reflects a complex instrumental activity critical to independent living.

2

Score Each Item on a 4-Point Ordinal Scale

Each item is scored 0 to 3: 0 = normal (does without difficulty); 1 = does it with difficulty but can do it; 2 = needs help from another person; 3 = fully dependent or unable to do it. For activities the patient has NEVER done, the informant estimates whether the patient could do it if required, using the same 0 to 3 scale based on other evidence of their capability. The never-did approach preserves FAQ validity across patients with different pre-morbid lifestyles. Sum all 10 item scores for the FAQ total (0 to 30).

3

Interpret the FAQ Total Against the Validated Threshold

A FAQ total score above 9 is the validated threshold for functional impairment consistent with dementia. This threshold distinguishes patients with MCI (typically scoring below 9) from those with very mild to mild Alzheimer's dementia (typically scoring above 9 to 10). Serial FAQ measurement tracks functional trajectory — a rising FAQ score documents decline essential for dementia staging and level-of-care planning. Item-level analysis identifies specific functional domains and safety risks for targeted intervention.

Who Uses the Pfeffer FAQ

Alzheimer's Disease Clinical Trial Enrollment Criteria

Clinical trialists, memory clinic researchers, neurologists

The Pfeffer FAQ is one of the most widely used functional instruments in Alzheimer's disease clinical trials, where functional impairment criteria are required for enrollment. FDA guidance for AD trials requires evidence of functional impairment for dementia-stage diagnosis. FAQ above 9 is used as an enrollment criterion or co-primary outcome in multiple landmark AD trials including those evaluating amyloid-targeting therapies. The FAQ's informant-based design makes it resistant to practice effects and floor/ceiling effects that limit direct cognitive performance measures in longitudinal trials.

Dementia Staging and MCI vs. Dementia Differentiation

Neurologists, geriatric psychiatrists, memory clinic physicians, geriatricians

Differentiating MCI from mild dementia is clinically challenging, and functional impairment is the defining criterion. The FAQ directly assesses IADL impairment — complex activities specifically vulnerable to early Alzheimer's disease. A FAQ above 9 provides objective informant-based evidence supporting a dementia diagnosis, while a FAQ below 9 is more consistent with MCI. The FAQ is particularly sensitive to early-stage loss of financial and culinary competencies that precede physical ADL decline in Alzheimer's.

Safety and Independent Living Assessment

Social workers, occupational therapists, elder law attorneys, primary care providers

FAQ domains have direct safety implications. Financial management impairment (items 1 and 2) predicts financial exploitation vulnerability. Cooking impairment (items 5, 6) identifies fire and malnutrition risk. Medication management impairment (item 9) identifies adherence risk. Transportation impairment (item 10) raises driving safety concerns. Social workers and occupational therapists use FAQ item analysis — not just the total — to identify specific safety risks requiring interventions such as bill-pay automation, medication blister packing, and transportation alternatives.

Longitudinal Dementia Progression Monitoring

Geriatricians, memory clinic teams, long-term care physicians

Serial FAQ assessment documents the rate and pattern of functional decline over time in dementia, providing data for care planning, level-of-care transitions, and family counseling. A rising FAQ total documents functional progression supporting care escalation and advance care planning discussions. In Alzheimer's disease, FAQ scores typically rise by 2 to 4 points per year in untreated mild-to-moderate disease. Serial FAQ results help families understand the trajectory of decline and make informed decisions about future care planning.

Caregiver Burden Assessment and Support Planning

Social workers, caregiver support teams, palliative care providers

The Pfeffer FAQ provides objective data about the degree to which the patient depends on others for IADL performance — data that directly quantifies caregiver burden. High FAQ scores indicate the caregiver must provide frequent or continuous assistance with complex daily tasks including financial management, cooking, and transportation, which are time-intensive and cognitively demanding for caregivers. FAQ total above 15 to 20 typically indicates severe functional dependence that overwhelms most informal caregivers, supporting referral for respite services, formal home care, or assisted living consideration.

Pro Tips

1

Use the Informant, Not the Patient, for FAQ Completion

The Pfeffer FAQ must be completed by someone who has direct, frequent observation of the patient's actual functional performance — not by the patient themselves. Patients with dementia systematically overestimate their own functional abilities (anosognosia). Self-rated FAQ scores from cognitively impaired patients are significantly lower (better) than informant-rated scores and are not valid for dementia staging. Always identify the most knowledgeable informant — usually the primary caregiver — and emphasize that you want to know what the patient ACTUALLY does, not what they could theoretically do.

2

Never Did Items Should Be Scored Based on Capability Estimate

For activities the patient has never performed (e.g., a person who never managed finances), the informant should estimate whether the patient could do the activity if required, based on their current cognitive and functional level. This prevents gender-role and lifestyle bias from artificially inflating or deflating FAQ scores. Ask: 'If [patient name] had to manage their own finances today, do you think they would be able to do it on their own, with some difficulty, with help, or not at all?' Score accordingly.

3

Items 1 and 2 (Financial Management) Are Most Sensitive to Early AD

Financial management activities are disproportionately impaired in early Alzheimer's disease because they require intact working memory, executive function, numerical processing, and planning simultaneously. FAQ items 1 and 2 are typically the first to be impaired in early AD, before cooking, shopping, or transportation competence is lost. Asking specifically about recent financial errors, missed bills, or unexplained bank account anomalies is a highly sensitive probe for early dementia-level functional impairment.

4

FAQ Score Above 9 Is the Validated Dementia Threshold

The FAQ threshold of above 9 was validated for distinguishing MCI from very mild Alzheimer's dementia in multiple studies. This threshold is widely used in Alzheimer's clinical trials as a functional impairment criterion. In clinical practice, FAQ above 9 in the context of positive cognitive testing and typical clinical presentation supports a dementia diagnosis. FAQ 6 to 9 is a gray zone — clinically meaningful IADL impairment supporting MCI diagnosis but below the dementia functional threshold.

5

Track Both Total Score and Item Pattern

The FAQ total score is the most commonly reported metric, but item-level pattern provides critical clinical information. In early Alzheimer's, financial and complex cognitive IADLs (items 1, 2, 4, 7, 8, 9) are lost before physical IADLs (items 5, 6, 10). An atypical pattern — with cooking or driving lost while finances remain intact — may suggest a non-Alzheimer's dementia etiology (FTD, vascular dementia, LBD) and should prompt specialist referral for differential diagnosis.

6

Supplement FAQ With Katz ADL for Complete Functional Coverage

The Pfeffer FAQ covers instrumental ADLs (IADLs). It does not assess basic ADLs (bathing, dressing, toileting, feeding). Use the [Katz ADL Index](/tools/katz-adl) alongside the FAQ to capture the full spectrum of functional impairment — FAQ for IADL surveillance, Katz ADL for basic ADL monitoring as disease progresses. In early Alzheimer's, basic ADL impairment typically occurs well after significant IADL loss.

7

Serial FAQ Changes of 3 Points Are Clinically Meaningful

A change of 3 or more FAQ points over 6 to 12 months represents clinically meaningful functional change. This threshold is used in clinical trials to define meaningful functional progression. In clinical monitoring, a 3-point FAQ rise signals decline warranting reassessment of care needs, medication management review, and updating the care plan. Document serial FAQ results with dates for longitudinal comparison.

8

Combine FAQ With CDR and Cognitive Tests for Complete Dementia Assessment

The Pfeffer FAQ provides the functional impairment component of dementia assessment. For full staging, combine with objective cognitive testing (MMSE, MoCA) and the Clinical Dementia Rating (CDR). The CDR integrates cognitive performance, functional information, and behavior into a staging scale (0, 0.5, 1, 2, 3). FAQ correlates strongly with CDR function box score. Together, these instruments provide a comprehensive picture supporting diagnostic confidence and documenting progression.

Common Questions About Your Results

Evidence-Based Methodology

FAQ has robust psychometric support and is widely used for functional characterization across MCI and dementia evaluations.

Clinical Content Trust

Last reviewed:
April 21, 2026
Guideline version:
General evidence framework v2026.04
Source set version:
Primary-source set v1

How to Interpret Your Result

Higher FAQ totals indicate greater instrumental-function impairment and support higher-level care and safety planning.

When to Use This Tool

Use when functional impact of cognitive decline is being evaluated, especially in memory-clinic or geriatric assessment contexts.

Limitations

Scores rely on informant quality and can be influenced by social context, baseline role expectations, and informant burden.

For related assessments, see Lawton IADL, Katz ADL and CDR Global.

Disclaimer: This tool is for educational and informational purposes only. It is not a substitute for professional medical advice, diagnosis, or treatment. Always consult a qualified healthcare provider with questions about your health.

Changelog

  1. April 21, 2026 · trust-baseline

    Clinical trust metadata enabled for this tool page with structured review/version fields.

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