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  • 23-March-2020

    English, PDF, 1,002kb

    Personal Data Use in Financial Services and the Role of Financial Education: A Consumer-centric Analysis

    The report presents the implications of the use of personal data in financial services from a consumer perspective and suggests policy options to protect consumers, combining robust financial and personal data protection, as well as greater consumer awareness and financial education.

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  • 11-December-2019

    English, PDF, 7,360kb

    OECD Consumer Insights Survey on Cryproassets. A questionnaire to explore consumers' attitudes, behaviours and experiences

    This questionnaire has been designed to survey consumers/retail investors in order to collect data on their attitudes, behaviours and experiences towards digital financial assets, specifically digital (or crypto) currencies and initial coin offerings. The data can be analysed and used to inform the development of evidence-based financial consumer protection and financial education policy responses.

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  • 11-December-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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  • 11-December-2019

    English

    Conference on Financial Education and Financial Consumer Protection in Asia-Pacific

    OECD-Bank Negara Malaysia Conference on Financial Education and Financial Consumer Protection in Asia-Pacific: Empowering financial consumers in the digital age, 11-12 December 2019, Kuala Lumpur, Malaysia

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  • 11-December-2019

    English, PDF, 8,779kb

    Cryptoassets in Asia: Consumer attitudes, behaviours and experiences

    This publication explores the attitudes, behaviour and experiences of financial consumers with regard to cryptoassets (specifically cryptocurrencies and ICOs) in three Asian markets (Malaysia, the Philippines and Viet Nam), in order to inform the development of evidence-based financial consumer protection and financial education responses.

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  • 9-December-2019

    English

    Financial education in the Commonwealth of Independent States (CIS) - Policy dialogue

    Launched in 2017, the OECD-Russia Technical Assistance Project on Financial Education in the Commonwealth of Independent States (CIS) provides policy and practical support for strengthening the financial literacy of citizens in the 7 participating countries with a view to promoting their financial well-being.

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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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  • 28-October-2019

    English, PDF, 6,448kb

    OECD/INFE Report on Financial Education in APEC Economies. Policy and practice in a digital world

    This report responds to a call made by APEC Finance Ministers at their 23rd Ministerial Meeting in Lima in 2016 to advance “the design and implementation of financial literacy policies building on the expertise and standards developed by the OECD International Network on Financial Education”.

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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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