Best Practices / Guidelines

  • 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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  • 23-January-2019

    English, PDF, 712kb

    Checklist on financial education for migrants and their families

    This checklist is designed by the OECD International Network on Financial Education to help policy makers to develop effective programmes to effectively target the needs of migrants and their families within national strategies for financial education or financial inclusion.

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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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  • 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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  • 23-February-2017


    OECD Recommendation on Disaster Risk Financing Strategies

    Adopted by the OECD Council on 23 February 2017, this Recommendation provides high-level policy guidance for designing a strategy for addressing the financial impacts of disasters on individuals, businesses and sub-national levels of governments, as well as the implication for public finances.

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  • 1-October-2016


    Measuring Financial Literacy

    Assessing the levels of financial literacy in the population is a key component of a successful national strategy for financial education, enabling policy makers to identify gaps and design appropriate responses.

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  • 29-August-2016


    Public consultation on Guidelines on Insurer Governance

    The OECD is currently revising the Recommendation of the Council on Guidelines on Insurer Governance. The draft text was made available for public comment from 12 July until 29 August 2016. This consultation is now closed.

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  • 16-November-2015

    English, PDF, 330kb

    G20/OECD High-level Principles on SME Financing

    SMEs are important engines of innovation, growth, job creation and social cohesion. However, they can only reach their full potential if they obtain the finance necessary to start, sustain and grow their business. These voluntary principles provide broad guidelines on how to enhance access by SMEs to finance to help increase the contribution of SMEs to resilient and inclusive growth.

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  • 28-April-2015


    G20-OECD High-level Principles of Long-term Investment Financing by Institutional Investors

    These high-level principles are intended to help governments facilitate and promote long-term investment by institutional investors, particularly among institutions such as pension funds, insurers and sovereign wealth funds, that typically have long duration liabilities and consequently can consider investments over a long period.

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  • 1-mars-2013


    Lignes directrices de l'OCDE sur la gouvernance des assureurs

    Révisé en 2011, les Lignes directrices révisées sur la gouvernance des assureurs ont pour but de fournir des lignes de conduite et de servir de référentiel aux assureurs, aux autorités publiques et autres parties prenantes concernées dans les pays membres et non membres de l’OCDE.

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