25-March-2018
English
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
25-October-2017
English, PDF, 898kb
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.
4-October-2017
English
This chapter from "The Pursuit of Gender Equality: An Uphill Battle" shows that two-thirds of the 30 economies participating in a financial literacy survey reported that gender differences in financial knowledge and confidence persist.
25-September-2017
English
While the contribution of MSMEs to national economies is widely recognised, their financial education needs are not always being met and low levels of financial literacy pose a potential barrier to successful business creation and growth. Covering 21 economies, this stocktaking report identifies the main policy challenges and good practices.
24-May-2017
English
28-March-2017
English
The United States’ Social Security Act of 1935 set up a social insurance programme for American workers, providing them with at least some degree of certainty about income after retirement. But, in today’s environment, to what degree do Americans feel secure about their retirement? This article looks at the results of a new survey on American’s understanding of retirement preparedness and the perceived role of Social Security.
15-March-2017
English
This paper looks at the application of behavioural economics in the area of financial consumer protection and how numerous governments are testing and implementing its application for policies promoting financial consumer protection. It highlights the opportunity for behavioural economics to help provide cost-efficient ways of making policy more effective at promoting positive outcomes for consumers.
15-March-2017
English, PDF, 1,778kb
This paper describes and provides guidance on policy and practice relating to financial education for MSMEs and potential entrepreneurs in Asia, with a particular focus on Indonesia.
3-November-2016
English
Annamaria Lusardi is the Denit Trust Chair of Economics and Accountancy at the George Washington University School of Business. Following the release of new data focused on Americans’ financial capability, she draws attention to some of the findings in the study, focusing on three areas of great importance to the personal finances of Americans: student loans, indebtedness, and financial literacy.
29-August-2016
English, PDF, 1,211kb
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 adults aged 18 and over, 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.