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  • 12-November-2018

    English

    2018 Annual Meeting of the OECD CVM Centre on Financial Education and Literacy in Latin America and the Caribbean

    12-13 November 2018, São Paulo, Brazil - A series of events addressing the most recent trends, opportunities and challenges in financial education will be co-hosted by the OECD and CVM Brazil.

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  • 4-October-2018

    English

    OECD-Russia symposium on financial literacy

    4-5 October 2018, Moscow, Russian Federation: The symposium will focus on innovative implementation approaches to deliver global progress on financial literacy.

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  • 18-September-2018

    English, PDF, 1,513kb

    OECD INFE core competencies framework on financial literacy for MSMEs

    This document contains a high-level, outcome-based, internationally relevant, core competencies framework on financial literacy for micro, small and medium-sized enterprises (MSMEs) and potential entrepreneurs. It highlights a range of outcomes that may be important to sustain or improve their financial literacy.

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  • 24-July-2018

    English, PDF, 1,299kb

    G20-OECD INFE Policy Guidance Digitalisation and Financial Literacy

    The digitalisation of financial products and services, and the consequent need to strengthen digital financial literacy has become an important component of the global policy-making agenda. This guidance aims to identify and promote effective initiatives that enhance digital and financial literacy in light of the unique characteristics, advantages, and risks of digital financial services and channels.

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  • 24-July-2018

    English, PDF, 1,359kb

    G20-OECD Policy Guidance Financial Consumer Protection Approaches in the Digital Age

    The increasingly digital environment for financial products and services and the potential for digitalisation to support greater financial inclusion and inclusive growth, makes effective financial consumer protection more important than ever. This policy guidance focuses on areas related to the role of oversight bodies and disclosure and transparency.

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  • 30-May-2018

    English, PDF, 5,623kb

    The Application of Behavioural Insights to Financial Literacy and Investor Education Programmes and Initiatives

    Behavioural insights have the potential to enhance the effectiveness of financial literacy and investor education initiatives. This IOSCO/OECD report explores the extent to which they are being used, reviews the available literature and presents various approaches for policy makers and practitioners to consider when seeking to change financial behaviour.

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  • 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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  • 20-April-2018

    English, PDF, 1,683kb

    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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