Latest Documents


  • 18-May-2018

    English

    5th Global Policy Research Symposium to Advance Financial Literacy

    18 May 2018, Paris, France: The 2018 symposium focused on the relationship between financial education policies and broad economic, financial and social outcomes, including its role in supporting sustainable and inclusive growth.

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  • 3-May-2018

    English, PDF, 1,503kb

    Financial inclusion and consumer empowerment in Southeast Asia

    Although financial inclusion levels have improved in all Southeast Asian countries in recent years, levels remain relatively low in some countries. This report evaluates current levels of financial inclusion and financial literacy in Southeast Asia and describes the policies and programmes developed to support financial inclusion, education and consumer protection.

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  • 20-April-2018

    English, PDF, 1,044kb

    2018 OECD/INFE Toolkit for Measuring Financial Literacy and Financial Inclusion

    This document contains the 2018 OECD/INFE Toolkit for measuring financial literacy and financial inclusion. This is an updated version of the toolkit welcomed by G20 leaders in September 2013.

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  • 9-April-2018

    English

    Financial markets, insurance and pensions: Digitalisation and Finance

    This publication compiles a series of articles that focus on the impact of digitalisation and technology in the areas of financial markets, insurance, and private pensions. It also discusses the tools and policies needed to ensure that the challenges posed by digitalisation result in better outcomes and better management of the risks involved.

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  • 25-March-2018

    English

    Financial inclusion and literacy in the South American Andes

    Focusing on Bolivia, Colombia, Ecuador, and Peru, Maria José Roa, a Senior Researcher at the Center for Latin American Monetary Studies, looks at how financial literacy survey results can play a role in the development of financial inclusion strategies

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  • 12-February-2018

    English

    G20-OECD Task Force on Financial Consumer Protection

    The Task Force supports the implementation of the G20 High-level Principles on Financial Consumer Protection, specifically to arm policy makers and financial authorities with a body of knowledge, including comparative analyses of approaches adopted by a cross-section of economies, to inform their efforts to implement the Principles in their economies.

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  • 11-December-2017

    English

    Financial education and financial consumer protection events in Latin America and the Caribbean

    11-14 December 2017, Rio de Janeiro, Brazil - A series of events addressing the most recent trends, opportunities and challenges in financial education, financial consumer protection and financial innovation will be co-hosted by the OECD and CVM Brazil.

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  • 8-December-2017

    English

    Financial sector guarantees

    OECD work on financial sector guarantees has intensified since the 2008 global financial crisis as most policy responses for achieving and maintaining financial stability have consisted of providing new or extended guarantees for the liabilities of financial institutions.

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  • 8-November-2017

    English

    India-OECD Global Symposium on Financial Education

    New Delhi, India, 8-9 November 2017. This symposium looked at how to implement effective financial education policies in a changing financial landscape with a focus on financial education in the digital age.

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  • 25-October-2017

    English, PDF, 898kb

    OECD/INFE Policy Framework for Investor Education

    This paper suggests a policy framework for investor education, focusing on investor education as a component of increasing awareness of financial institutions and markets, encouraging participation and fruitful investment strategies, and ensuring financial well-being for individuals and their families.

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