1. Highlights of day 1 High-level Global Symposium
Implementing effective financial literacy policies in a changing financial landscape
8-9 Dec Nov 2017 – New Delhi, India

2. IMPLEMENTING EFFECTIVE FINANCIAL LITERACY POLICIES IN A CHANGING FINANCIAL LANDSCAPE

3. IMPLEMENTING EFFECTIVE FINANCIAL LITERACY POLICIES IN A CHANGING FINANCIAL LANDSCAPE
SETTING THE SCENE
SESSION 1.1: challenges and opportunities of DFS / FE
Lack of consumers understanding of risks, new types of fraud, risk of exclusion for some parts of the population (elderly, rural…)
But also opportunity for FI and FE to reach new (and larger) target audience at lower cost… While keeping in mind need for combination btw digital/human channels, to remain up to date and keep neutrality
KEYNOTE ADDRESS BY DIEGO LOMBARDO: G20 Argentina’s priorities and future work of GPFI
G20 / OECD Report on Ensuring financial education and consumer protection for all in the digital age

4. NATIONAL STRATEGIES FOR FINANCIAL EDUCATION
IMPLEMENTING EFFECTIVE FINANCIAL LITERACY POLICIES IN A CHANGING FINANCIAL LANDSCAPE
NATIONAL STRATEGIES FOR FINANCIAL EDUCATION
SESSION 1.3: data as a key element to
Look beyond averages and rankings
Learn about knowledge… but also attitudes and behaviours
Identify needs of the overall population and of specific groups
Identify problematic areas
Feed into the design/revision of NS
Raise attention of other authorities / parts of government
OECD/INFE toolkit to measure financial literacy and financial inclusion
OECD /INFE reports with results on financial literacy levels around the world and in G20 members
PISA financial literacy assessment

5. NATIONAL STRATEGIES FOR FINANCIAL EDUCATION
IMPLEMENTING EFFECTIVE FINANCIAL LITERACY POLICIES IN A CHANGING FINANCIAL LANDSCAPE
NATIONAL STRATEGIES FOR FINANCIAL EDUCATION
SESSION 1.2: the importance of a multi-stakeholder approach. Lessons from India and around the world on how to leverage all stakeholders (and the financial sector - while ensuring neutrality)
SESSION 1.4: lessons learnt on implementing and evaluating NS:
Measures/objectives: setting measurable objectives, tracking progress (qualitatively and quantitatively), identifying NS impact
Stakeholders’ involvement and coordination: building trust, ownership and partnership (and working with the ministry of education)
Barriers and unintended consequences
It’s a long journey…
OECD/INFE High-level Principles on National Strategies for Financial Education
Policy handbook on the implementation of national strategies
OECD/INFE guidance on private and not-for-profit stakeholders in financial education

6. IMPLEMENTING EFFECTIVE FINANCIAL LITERACY POLICIES IN A CHANGING FINANCIAL LANDSCAPE
EFFECTIVE DELIVERY
KEYNOTE BY SANDIP GHOSE/NCFE and recurring theme: how to deliver FE to 1,3 billion people, in 22 languages, with half of the population under 25
TARGETING SPECIFIC AUDIENCES (DIGITALLY)
Women: address by Usha Thorat. Not only targeted programmes but broader cultural issue.
Children/young people/schools: recurring theme
…more on young people, workplace, elderly, investors: session 2.1 and 2.2 today
EVALUATION:
Cross-cutting theme (UK, Brazil, posters). Address by J-Pal today.
OECD/INFE Policy guidance on women’s needs for FE
OECD/INFE framework on investor education
… youth
… and other vulnerable groups
OECD/INFE HLP and guides on evaluation
Forthcoming evaluation database

7. …AND BEYOND: FINANCIAL LITERACY AND FINANCIAL EDUCATION AS PART OF
IMPLEMENTING EFFECTIVE FINANCIAL LITERACY POLICIES IN A CHANGING FINANCIAL LANDSCAPE
…AND BEYOND: FINANCIAL LITERACY AND FINANCIAL EDUCATION AS PART OF
Financial consumer empowerment trilogy: FE/ financial inclusion and financial consumer protection
Sustainable and inclusive economic growth
Social justice (ILO)
Financial stability (Ravalo)

8. (…and let us know what you think)
ENJOY THE REST
(…and let us know what you think)