The Organisation for Economic Co-operation and Development (OECD) is an international organisation establishes evidence-based international standards and finding solutions to a range of social, economic and environmental challenges.

The OECD/INFE Toolkit includes a financial literacy questionnaire that captures the financial literacy of diverse populations, first piloted in 2010. In 2015/16 around 40 countries and economies participated in an international survey of adult financial literacy competencies; using data collected using this toolkit.

The OECD/INFE financial literacy and financial inclusion measurement toolkit incorporates:

• Methodological guidance.
• A questionnaire designed to capture information about financial behaviour, attitudes and knowledge, in order to assess levels of financial literacy and financial inclusion.
• Overview of questions and scores (Annex A).
• Guidance on briefing interviewers (Annex B) and discussion around online surveys (Annex C).
• A checklist for countries wishing to submit data to the OECD (Annex D).