OECD/INFE Toolkit for measuring financial literacy and financial inclusion

OECD - Organisation for Economic Cooperation and Development May 2018

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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.
A list of the questions included in the questionnaire, and information about whether they will be used to create core financial literacy scores used in previous OECD reports (Annex A).
Guidance on how to create the financial literacy 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).