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English, PDF, 1,183kb
OECD-INFE Toolkit to measure financial literacy and financial inclusion
Addressing a call by G20 Leaders to develop practical tools for financial literacy measurement, this toolkit incorporates a survey instrument that can be used to capture key information about financial behaviour, knowledge and attitudes in a wide range of countries with different income levels and allows international comparisons.
Governments worldwide are establishing national strategies to address the financial literacy needs of their citizens. This study, by the OECD and Russia’s G20 presidency, monitors progress by the governments of the world’s major economies in implementing national strategies for improving financial education.
The OECD works on advancing consumer finance protection through informed choice that includes disclosure, transparency and education; protection from fraud, abuse and errors; and recourse and advocacy.
as developed significant work in relation to evaluating financial education programmes, including the collection of countries’ experiences, challenges, and lessons learnt in evaluating their financial education programmes. Based on these evidence and lessons, the INFE has developed policy instruments on the evaluation of financial education programmes
English, PDF, 787kb
Prepared for the G20 Summit in Saint Petersburg, this report collects country evidence and lessons learnt in evaluating financial education programmes, suggests an overall framework to guide policy makers and financial educators when designing an evaluation study.
The Task Force supports the implementation of the G-20 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.
This report provides an overview of the status of financial education programmes in Latin America and the Caribbean, discusses their rationale, and offers initial guidance for policy makers.
This financial literacy questionnaire and methodological guidance can be used to capture key information about financial behaviour, knowledge and attitudes in a wide range of countries with different income levels and allows international comparisons.
English, PDF, 295kb
Prepared for the G20 Summit on 5-6 September 2013, this update on the implementation of the G20 High-Level Principles on Financial Consumer Protection is organised around three priority principles: Disclosure and Transparency; Responsible Business Conduct of Financial Services Providers and their Authorised Agents; and, Complaints Handling and Redress.
At a time when many governments are looking to encourage private investment in infrastructure to bridge the infrastructure financing gap, this paper compares the experience of pension funds in Canada and Australia, looking at infrastructure policies, the pension system, investment strategies, asset allocation and governance of pension funds.