News & Events

APEC Conference on "Improving the Efficiency of National Strategies for Financial Literacy"

June 26, 2012

The Ministry of Finance of the Russian Federation, the World Bank and the OECD sponsored a conference held in conjunction with the APEC Senior Finance Officials Meeting in Saint Petersburg on June 26-27, 2012.

The objective was to present the work undertaken by the World Bank and the OECD through the Russia Financial Literacy and Education Trust Fund and to offer a venue for interaction between stakeholders and international experts on Financial Education and Capability, Financial Stability, Financial Access and Inclusion and Consumer Protection.

Agenda

Video Opening Remarks
by Andrey Bokarev, Ministry of Finance, Russian Federation


Elements and Experiences in Developing National Financial Education Strategies

National Strategies for Financial Education
Video Presentation Video
by André Laboul, OECD

Roundtable Discussion of APEC Economies Experience

The Development of the New Zealand National Strategy for Financial Literacy
Video Presentation Video
by Diana Crossan, Commission for Financial Literacy and Retirement Income, New Zealand

Video Presentation Video
by Juan-Manuel Valle, Ministry of Finance, Mexico

Implementation of High-level Principles in Developing a National Financial Literacy Strategy in Russia
Video Presentation Video
by Anna Valkova, Ministry of Finance, Russian Federation


Reaching Young Populations in Schools and Through Other Channels

OECD/INFE Guidelines on Financial Education in Schools
Video Presentation Video
by Flore-Anne Messy, OECD

Improving Efficiency of the National Strategies for Financial Literacy
Video Presentation Video
by Annamaria Lusardi, George Washington University, USA

Case Study: A National Program of Financial Education in the Schools in Brazil - Part 1
Video Presentation Video
by José Alexandre Vasco Cavalcanti, Brazilian Securities and Exchange Commission

Case Study: A National Program of Financial Education in the Schools in Brazil - Part 2
Video Presentation Video
by Bilal Zia, World Bank

Roundtable Discussion of APEC Experience

Japanese Programs on Financial Education at Schools
Video Presentation Video
by Hidehiko Sogano, Bank of Japan

Financial Education: Peruvian Teachers Programs Experience
Video Presentation Video
by Roxana Buendía, Superintendency of Banking, Insurance and Private Pension Funds (SBS), Peru


Measuring Financial Literacy and Capability

How Do You Know Your Know-How? Review of Original Methods to Measure Financial Literacy and Capability
Video Presentation Video
by Giuseppe Iarossi, World Bank

Measuring Financial Capability in a Low- and Middle-income Setting
Video Presentation Video
by Elaine Kempson, University of Bristol

OECD/INFE Tools for Cross-country Surveys of Financial Literacy
Video Presentation Video
by Adele Atkinson, OECD

Measuring Financial Inclusion: The Global Findex
Video Presentation Video
by Leora Klapper, World Bank

Case Studies of National Measurement Efforts

Financial Capabilities Measurement Project in Mexico
Video Presentation Video
by Luis Trevino Garza, National Banking and Securities Commission, Mexico

Measuring Financial Capability in PNG: A Unique Opportunity
Video Presentation Video
by Gae Kauzi, Bank of Papua New Guinea


Impact Evaluation of Financial Capability Enhancement Programs

OECD/INFE Tools for Evaluating Financial Education Programs
Video Presentation Video
by Adele Atkinson, OECD

Developing An Evaluation Toolkit For Financial Capability Programs In Low- and Middle-income Countries
Video Presentation Video
by Joanne Yoong, Rand Corporation

Case Studies: Methods and Findings from Evaluation Studies

Evaluating the Effectiveness of Mexico’s Credit and Savings Disclosure Reforms
Video Presentation Video
by Xavier Giné, World Bank

Impact of Financial Literacy for Migrants at Destination
Video Presentation Video
by Bilal Zia, World Bank

Evaluation of Entertainment Education to Improve Financial Capability in South Africa
Video Presentation Video
by Gunhild Berg, World Bank


Russian National Financial Education and Financial Literacy Project

Russia's National Financial Literacy and Financial Education Project
Video Presentation Video
by Anna Zelentsova, FEFL Project Coordinator

National Measurement of Financial Capability and Financial Behaviour in Russia: First Steps
Video Presentation Video
by Olga Kuzina, National Research University, Russian Federation

Regional Programs

Improvement of Financial Literacy and Financial Education in the Volgograd Oblast
Video Presentation Video
by Marat Abdulkhalykov, Minister of Finance, Volgograd Region

Improvement of Financial Literacy in the Kaliningrad Oblast in 2011-2016
Video Presentation Video
by Victor Porembsky, Minister of Finance, Kaliningrad Region

Importance of Strengthening Financial Consumer Protection in the Russian Federation
Video Presentation Video
by Oleg Prusakov, Federal Agency for Consumer Protection and Human Well-being Surveillance, Russian Federation


Special Issues in Developing Programs and Communication Campaigns

5 Steps To Planning Success: Developing and Testing New Strategies for Reaching Young Adults
Video Presentation Video
by Ari Kapteyn, Rand Corporation

The Importance of Targeting Different Audiences Through Financial Education
Video Presentation Video
by Annamaria Lusardi, George Washington University, USA

MoneySENSE - Sharing Singapore’s Experience
Video Presentation Video
by Leow Wei Jen, Ministry of Finance, Singapore

Communication and Financial Issues: The Case of Pension
Video Presentation Video
by Flore-Anne Messy, OECD


APEC and Global Financial Capability Agenda: Next Steps

Financial Capability Framework
Video Presentation Video
by Aurora Ferrari, World Bank

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Downloads

Title Size
OECD/INFE Evaluation of Financial Education Programmes: Framework, Guides and High-level Principles 374Kb PDF File
OECD/INFE Guidelines for Financial Education in Schools 510Kb PDF File
OECD/INFE Measurement Tool on Financial Literacy and Results of the First Pilot Survey 663Kb PDF File
OECD/INFE National Strategies for Financial Education: Summary, APEC Experiences and High-level Principles 566Kb PDF File
The Global Findex Database: New Data on Accounts and Payments 446Kb PDF File
The Global Findex Database: New Data on Saving, Borrowing and Managing Risk 370Kb PDF File