National Strategies for Financial Education OECD/INFE Policy Handbook

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This Policy Handbook, endorsed by G20 Leaders in November 2015 in Antalya, benefited from the experience of the more than 110 member economies of the OECD/INFE, and with direct contributions from over 65 of them, through an in-depth and iterative consultation process. Based on an overview of worldwide trends in the design and implementation of national strategies for financial education, it identifies and addresses the main related challenges, outlines relevant solutions - developed in countries with different economic and financial landscapes- and presents key lessons learnt. The Policy Handbook includes a checklist to guide policymakers and interested stakeholders in this process.
The Policy Handbook focuses on responding to the following main practical and policy issues:
  • Developing a diagnosis to inform the national strategy;
  • Establishing institutional and governing arrangements;
  • Setting and achieving objectives, evaluating and funding the national strategy; and
  • Ensuring effective and innovative provision of financial education.