Financial Consumer Protection responses to COVID-19

This policy brief provides recommendations that can assist policy makers in their consideration of appropriate measures to help financial consumers, depending on the contexts and circumstances of individual jurisdictions, during the COVID-19 crisis. These options are consistent with the G20/OECD High Level Principles on Financial Consumer Protection that set out the foundations for a comprehensive financial consumer protection framework.



Supporting the financial resilience of citizens throughout the COVID-19 crisis

This policy brief outlines initial the measures that policy makers can make to increase citizen awareness about effective means of mitigation for the impact of the COVID-19 pandemic and its potential consequences on their financial resilience and well-being.



National Strategies for Financial Education: OECD/INFE Policy Handbook

Financial education has become an important complement to market conduct and prudential regulation and improving individual financial behaviours a long-term policy priority in many countries. The OECD and its International Network on Financial Education (INFE) conducts research and develops tools to support policy makers and public authorities to design and implement national strategies for financial education.

This handbook provides an overview of the status of national strategies worldwide,  an analysis of relevant practices and case studies and identifies key lessons learnt. The policy handbook also includes a checklist for action, intended as a self-assessment tool for governments and public authorities.



G20/OECD INFE Core Competencies Framework on financial literacy for Adults (aged 18+)

This document describes the types of knowledge that adults aged 18 or over could benefit from, what they should be capable of doing and the behaviours that may help them to achieve financial well-being, as well as the attitudes and confidence that will support this process. It can be used to inform the development of a national strategy on financial education, improve programme design, identify gaps in provision, and create assessment, measurement and evaluation tools.



OECD/INFE Toolkit for measuring financial literacy and financial inclusion

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).



Rainbow Framework

The Rainbow Framework organizes different methods and processes that can be used in monitoring and evaluation. The range of tasks are organised into seven colour-coded clusters: Manage, Define, Frame, Describe, Understand Causes, Synthesise, and Report & Support Use. Users can use the framework to plan an evaluation that covers all necessary tasks or choose from an approach  which contains a pre-packaged combination of task options.



Child Rich Communities: Aotearoa New Zealand’s ‘Bright Spots’