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  • 28-October-2022

    English

    Toolkit for measuring financial literacy and financial inclusion

    An OECD/INFE Toolkit for measuring financial literacy and financial inclusion since 2009

  • 13-September-2022

    English

    Financial Literacy in Poland: Relevance, evidence and provision

    This report reviews existing financial education initiatives in Poland, including their coverage and effectiveness when possible. Based on OECD analysis of available research and taking relevant international good practices into account, it identifies financial literacy needs and gaps in financial education provision to support the development of a national strategy for financial education in Poland.

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  • 22-July-2022

    English

    Financial planning and financial education for old age in times of change

    This paper considers recent trends in the financial landscape, such as pension reforms, the impact of the COVID-19 crisis and the growing digitalisation of finance, and discusses their implications for old age financial planning and financial education polices, looking at financial decision making both in preparation for retirement and during old age. Building on recent examples of financial education policies and programmes that seek to address these challenges, the paper puts forward policy considerations to help the development of financial education policies and programmes that support financial planning for old age in times of change.
  • 15-June-2022

    English

    Policy handbook on financial education in the workplace

    The importance of financial education in the workplace continues to grow as working adults are constantly confronted with issues affecting their immediate and long-term financial resilience and well-being. This policy handbook provides insights for designing workplace financial education, such as understanding the audience, identifying appropriate delivery mechanisms, creating or finding appropriate content, incentivising participation, evaluating outcomes and learning from the experiences of others. It provides case studies and practical guidance to policy makers, employers and financial education providers interested in improving the financial literacy of employees.
  • 22-April-2022

    English

    OECD/INFE Guidance on Digital Delivery of Financial Education

    This Guidance was developed to assist policy makers in deciding when to adopt digital delivery, and how to effectively design and implement digital financial education initiatives, by offering non-binding actionable directions.

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  • 13-April-2022

    English

    The Impact of the COVID-19 Pandemic on Financial Consumers in Asia

    This report sets out key findings of a study to better understand the attitudes, behaviour and experiences of financial consumers with regard to COVID-19 policy measures on financial consumer protection and financial education implemented by governments in selected Asian economies(Cambodia, Indonesia and Malaysia).

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  • 21-March-2022

    English

    Global Money Week: Ten-year anniversary launch event 21 March 2022

    21 March 2022 - This year marks the 10th Anniversary of the Global Money Week campaign which now reaches over 50 million children in 170 countries. Join us for the special anniversary launch on 21 March 2022 and to kick off a week of initiatives across the world.

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  • 28-February-2022

    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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  • 25-February-2022

    English

    Public Consultation: Draft Recommendation on High-Level Principles on Financial Consumer Protection

    The High-Level Principles on Financial Consumer Protection are the leading international standard for effective and comprehensive financial consumer protection frameworks.

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  • 21-February-2022

    English

    Evaluation of National Strategies for Financial Literacy

    This report summarises and draws lessons from the evaluation approaches and activities of 29 countries and economies on financial literacy. It provides implementation guidance and discusses reasons for evaluating national strategies, approaches and methodologies, associated challenges and benefits and funding the cost of evaluation.

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