The Purpose and Practice of Exploratory and Confirmatory Factor Analysis in Psychological Research: Decisions for Scale Development and Validation

There are many high-quality resources available which describe best practices in the implementation of both exploratory factor analysis (EFA) and confirmatory factor analysis (CFA). Yet, partly owing to the complexity of these procedures, confusion persists among psychologists with respect to the implementation of EFA and CFA. Primary among these misunderstandings is the very mathematical distinction between EFA and CFA. The current paper uses a brief example to illustrate the difference between the statistical models underlying EFA and CFA, both of which are particular instantiations of the more general common factor model. Next, important considerations for the implementation of EFA and CFA discussed in this paper include the need to account for the categorical nature of item-level observed variables in factor analyses, the use of factor analysis in studies of the psychometric properties of new tests or questionnaires and previously developed tests, decisions about whether to use EFA or CFA in these contexts, and the importance of replication of factor analytic models in the ongoing pursuit of validation.