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  • 30-October-2019

    English, PDF, 454kb

    Core Competencies Framework on financial education for investors

    The Framework provides guidance to users on the content of investor education programs and indicates which areas could be assessed as part of an evaluation strategy.

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  • 20-September-2019

    English, PDF, 1,146kb

    OECD-INFE Survey Instrument to Measure the Financial Literacy of MSMEs

    This document presents a survey instrument for measuring financial literacy among owners of micro, small and medium enterprises (MSMEs), developed by the OECD International Network on Financial Education (INFE) through an iterative process, which included a pilot test in seven volunteering countries in 2018-2019. It is shared on the OECD website for institutions and researchers wishing to use it autonomously.

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  • 16-September-2019

    English, PDF, 1,751kb

    Smarter Financial Education: Key lessons from behavioural insights for financial literacy initiatives

    This document draws on the 2018 IOSCO/OECD joint report “The Application of Behavioural Insights to Financial Literacy and Investor Education Programmes and Initiatives”. It gives a short overview of the ways in which behavioural insights are relevant for financial education and summarises five key lessons that policy makers can follow.

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  • 2-July-2019

    English

    OECD-SEBON Conference and roundtable on financial consumer protection and education in Asia-Pacific

    The OECD-SEBON Conference and roundtable on financial consumer protection and education in Asia-Pacific: Understanding and responding to the impact of demographic changes for financial consumers to be held on 2-3 July 2019 in Kathmandu, Nepal.

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  • 13-June-2019

    English

    Ageing and Financial Inclusion

    This document identifies eight priorities to help policy makers, financial service providers, consumers and other actors in the real economy to identify and address the challenges associated with ageing populations and the global increase in longevity. They reflect policies and practices to improve the outcomes of both current generations of older people and future generations.

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  • 23-May-2019

    English

    FSCA-OECD 2019 International Conference on Financial Education

    23-24 May 2019, Cape Town, South Africa - This conference looked how tech innovation, effective policy-making and better financial education can converge to improve the economic and social well-being of people around the world.

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  • 18-May-2019

    English

    OECD International Network on Financial Education - OECD/INFE

    The OECD/INFE supports policy makers and public authorities to design and implement national strategies for financial education, individual financial education programmes, while also proposing innovative methods for enhancing financial literacy among the populations of partner countries. This page provides information about how to participate in the work of the OECD/INFE.

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  • 17-May-2019

    English

    Financial Education in South East Europe

    This project provides technical assistance to design and implement effective financial education initiatives that are adapted to the specific needs of participating countries in South East Europe.

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  • 26-March-2019

    English

    Financial Consumer Protection

    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.

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  • 14-February-2019

    English, PDF, 1,165kb

    Short-term consumer credit: provision, regulatory coverage and policy responses

    The joint report by the G20/OECD Task Force on Financial Consumer Protection, FinCoNet and the OECD International Network on Financial Education, based on a survey of the membership of the three bodies, suggests policy actions that can be applicable to the regulation and supervision of the products that consumers use to meet their short-term credit needs, and to financial education and awareness initiatives addressing credit.

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