KEY OECD/INFE DELIVERABLES under the RUSSIAN TRUST FUND on FINANCIAL LITERACY AND EDUCATION Flore-Anne Messy Senior Policy Expert Executive Secretary of the International Network on Financial Education OECD Financial Affairs Division
Overview and Key policy instruments Provides an overview of the work and deliverables developed by the OECD under the Trust Fund Three booklets present the main policy instruments developed by the OECD/INFE under the Trust Fund: Part 1 : Framework: national strategies principles Part 2 : Addressing youth and women’s needs : Guidelines and policy guidance Part 3: Tools to measure financial literacy and evaluate programmes
National strategies for financial education D edicated publication and high-level principles/framework Target audience 2 publications 2 policy instruments 2 leaflets Youth and school programs Women and girls Selected policy priorities 3 dedicated reports including lessons learnt Pension awareness Saving and investment Financial inclusion Delivery mechanisms & Regional peer reviews 2 dedicated reports including lessons learnt Learning from behavioral economics Africa & Latin America 1) In-depth surveys on global efficient practices and resulting policy instruments and implementation methodologies
Methodology to assess and compare financial literacy levels Trialled and results for 14 countries Additional countries are using it (Turkey, Korea, Serbia, etc) Standalone tool or within a broader survey Tools to evaluate financial education programmes High-level principles Practical guides Stock take and evaluation framework 2) Methological tools & collection of cross-comparable policy evidence
5 key policy instruments and tools 6 Flagship publications, 6 dedicated report, 2 leaflets and practical guides 4 Dissemination seminars with the World Bank and participation to dedicated workshops International Network on Financial Education (107 countries) Database of programmes and policies at & Main outputs on the Trust Fund website 3) Global and regional policy dialogue, peer reviews and dissemination of policy findings, tools and instruments
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