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  • 20-August-2018

    English

    Survey on measuring financial literacy and financial inclusion

    As part of an exercise to measure the financial knowledge, attitudes and behaviour of adults, as well as levels of financial inclusion and indicators of financial well-being across a wide range of countries, the OECD invited countries to participate in an international survey.

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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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  • 3-May-2018

    English, PDF, 1,503kb

    Financial inclusion and consumer empowerment in Southeast Asia

    Although financial inclusion levels have improved in all Southeast Asian countries in recent years, levels remain relatively low in some countries. This report evaluates current levels of financial inclusion and financial literacy in Southeast Asia and describes the policies and programmes developed to support financial inclusion, education and consumer protection.

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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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  • 11-December-2017

    English

    2017 Financial education and financial consumer protection events in Latin America and the Caribbean

    11-14 December 2017, Rio de Janeiro, Brazil - A series of events addressing the most recent trends, opportunities and challenges in financial education, financial consumer protection and financial innovation will be co-hosted by the OECD and CVM Brazil.

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