Latest Documents

Financial Education in Europe - Trends and Recent Developments

OECD-INFE Core Competencies Framework on Financial Literacy for Youth

This document outlines the objectives and key components of the framework, and presents the flexible, outcome-based, core competencies framework itself. The framework is designed to be applicable to youth aged 15 to 18, describing the basic level of financial literacy that is likely to be needed by this group to fully and safely participate in economic and financial life.

Financial Education for Long-term Savings and Investments: Review of Research and Literature

Long-term savings and investments (LTSI) by individuals enhances their financial security while also supporting growth and financial development. Evidence shows that financial knowledge and skills are positively related to LTSI behaviour, and indicates a strong correlation between levels of financial literacy and retirement wealth accumulation.

Financial education for migrants and their families

Money remitted by international migrants is a major source of income for many countries. Yet individual migrants and their families are often amongst the most vulnerable people in society, and many face significant barriers to the access and use of appropriate financial products. This paper looks at key challenges and how governments can take measures to support migrant workers and their families and improve their financial literacy.

OECD/INFE Guidelines for private and not-for-profit stakeholders in financial education

The OECD and its International Network on Financial Education (INFE) is developing guidelines intended to address the involvement of private and not-for profit stakeholders in the development and implementation of national strategies for financial education.

Annual income twenty pounds, annual expenditure nineteen six, result happiness

What’s the most depressing book you’ve ever read? I sniggered at Jude the Obscure until I got bored, and I felt that the eponymous little twerp in The Sorrows of Young Werther was lucky his girlfriend didn’t blow his brains out for him. So imagine my surprise to find a book published by the OECD of all people that touched me deeply....

Financial Education in Latin America and the Caribbean

This report provides an overview of the status of financial education programmes in Latin America and the Caribbean, discusses their rationale, and offers initial guidance for policy makers.

Effective approaches to support the implementation of the G20 High-Level Principles of Financial Consumer Protection - Update Report

Prepared for the G20 Summit on 5-6 September 2013, this update on the implementation of the G20 High-Level Principles on Financial Consumer Protection is organised around three priority principles: Disclosure and Transparency; Responsible Business Conduct of Financial Services Providers and their Authorised Agents; and, Complaints Handling and Redress.

Pension Fund Investment in Infrastructure: A Comparison between Australia and Canada

At a time when many governments are looking to encourage private investment in infrastructure to bridge the infrastructure financing gap, this paper compares the experience of pension funds in Canada and Australia, looking at infrastructure policies, the pension system, investment strategies, asset allocation and governance of pension funds.

Addressing women's needs for financial education

This brochure looks at barriers to women’s full financial empowerment and the contribution improved financial education can make to their financial well-being and opportunities.