Gender differences in financial education: evidence from primary school
An evaluation of whether a programme of financial education on savings, aimed at children aged 8 and 9, is effective, and to what extent.
Information about the programme design and rationale
Evidence about Financial Capability outcomes for programme participants
Evidence that the Financial Capability outcomes were caused by the programme
Evidence about programme implementation, feasibility, and piloting
Evidence about relative costs and benefits of the programme
Topics: Saving, Financial Education
Country/Countries: Italy
Year of publication: 2017
Lifesavers Evaluation: Final Report
An evaluation of a financial education and financial capability programme for 14-18 year olds delivered by MyPath in the United States.
Information about the programme design and rationale
Evidence about Financial Capability outcomes for programme participants
Evidence that the Financial Capability outcomes were caused by the programme
Evidence about programme implementation, feasibility, and piloting
Evidence about relative costs and benefits of the programme
Topics: Saving, Budgeting and Keeping Track, Financial Education
Country/Countries: England
Year of publication: 2018
Core competencies framework on financial literacy (Adult)
This OECD report contains an outcome-based core competencies framework on financial literacy for adults, developed by the OECD/International Network on Financial Education (OECD/INFE).
Qualitative research is more exploratory, and uses a range of methods like interviews, focus groups and observation to gain a deeper understanding about specific issues - such as people’s experiences, behaviours and attitudes.
Quantitative research uses statistical or numerical analysis of survey data to answer questions about how much, how many, how often or to what extent particular characteristics are seen in a population. It is often used to look at changes over time and can identify relationships between characteristics like people’s attitudes and behaviours.
Topics: Financial Education
Country/Countries: OECD
Year of publication: 2016
Increasing youth financial capability: Evaluation of MyPath
An evaluation of a financial education and financial capability programme for 14-18 year olds delivered by MyPath in the United States.
Information about the programme design and rationale
Evidence about Financial Capability outcomes for programme participants
Evidence that the Financial Capability outcomes were caused by the programme
Evidence about programme implementation, feasibility, and piloting
Evidence about relative costs and benefits of the programme
Topics: Saving, Budgeting and Keeping Track, Financial Education
Country/Countries: United States
Year of publication: 2015
OECD/INFE Policy Framework for Investor Education
This paper focuses on investor education as an important component of increasing awareness of financial institutions and markets, encouraging participation and fruitful investment strategies, and ultimately improving financial wellbeing.
Qualitative research is more exploratory, and uses a range of methods like interviews, focus groups and observation to gain a deeper understanding about specific issues - such as people’s experiences, behaviours and attitudes.
Quantitative research uses statistical or numerical analysis of survey data to answer questions about how much, how many, how often or to what extent particular characteristics are seen in a population. It is often used to look at changes over time and can identify relationships between characteristics like people’s attitudes and behaviours.
Topics: Saving, Financial Education
Country/Countries: OECD countries
Year of publication: 2017
This 2016 OECD report assesses trends and recent developments in financial education in Europe, offering policy and practical suggestions for policymakers and stakeholders.
Qualitative research is more exploratory, and uses a range of methods like interviews, focus groups and observation to gain a deeper understanding about specific issues - such as people’s experiences, behaviours and attitudes.
Quantitative research uses statistical or numerical analysis of survey data to answer questions about how much, how many, how often or to what extent particular characteristics are seen in a population. It is often used to look at changes over time and can identify relationships between characteristics like people’s attitudes and behaviours.
Topics: Financial Education, Financial Capability
Country/Countries: OECD / Europe
Year of publication: 2016
European Banking Authority financial education report 2017 – 2018
The first publication by the European Banking Authority towards its mandate to review and coordinate financial literacy and education initiatives by national financial competent authorities.
Qualitative research is more exploratory, and uses a range of methods like interviews, focus groups and observation to gain a deeper understanding about specific issues - such as people’s experiences, behaviours and attitudes.
Quantitative research uses statistical or numerical analysis of survey data to answer questions about how much, how many, how often or to what extent particular characteristics are seen in a population. It is often used to look at changes over time and can identify relationships between characteristics like people’s attitudes and behaviours.
Topics: Financial Education
Country/Countries: European Union member states
Year of publication: 2018
The report describes financial education best practice across the EU and in particular 11 member states, with the goal of promoting awareness and good quality programmes across the EU.
Qualitative research is more exploratory, and uses a range of methods like interviews, focus groups and observation to gain a deeper understanding about specific issues - such as people’s experiences, behaviours and attitudes.
Quantitative research uses statistical or numerical analysis of survey data to answer questions about how much, how many, how often or to what extent particular characteristics are seen in a population. It is often used to look at changes over time and can identify relationships between characteristics like people’s attitudes and behaviours.
Topics: Financial Education, Financial Capability
Country/Countries: Various European Union member states
Year of publication: 2011
The impact of financial education for youth in Ghana
The study is an evaluation of two school-based financial literacy education programs in government-run primary and junior high schools in Ghana.
Information about the programme design and rationale
Evidence about Financial Capability outcomes for programme participants
Evidence that the Financial Capability outcomes were caused by the programme
Evidence about programme implementation, feasibility, and piloting
Evidence about relative costs and benefits of the programme
Topics: Saving, Financial Education
Country/Countries: Ghana
Year of publication: 2015
An evaluation of High School Financial Education
Researchers conducted a randomised control trial where 9th grade students in Spain received a financial education course, resulting in increased involvement in financial matters at home and more patience in hypothetical saving choices.
Information about the programme design and rationale
Evidence about Financial Capability outcomes for programme participants
Evidence that the Financial Capability outcomes were caused by the programme
Evidence about programme implementation, feasibility, and piloting
Evidence about relative costs and benefits of the programme
Topics: Saving, Financial Education
Country/Countries: Spain
Year of publication: 2018
An evaluation of Move On financial capability workshops
Researchers evaluated two types of personal Financial Capabilities Workshops delivered by Move On in Scotland aimed at empowering 12-29 year olds in their early-adult financial decision-making.
Information about the programme design and rationale
Evidence about Financial Capability outcomes for programme participants
Evidence that the Financial Capability outcomes were caused by the programme
Evidence about programme implementation, feasibility, and piloting
Evidence about relative costs and benefits of the programme
Topics: Financial Education, Financial Capability
Country/Countries: Scotland
Year of publication: 2018
An evaluation of the Family Fortunes programme
A family learning programme aimed at supporting low-income households, with children aged 7-11, living in disadvantaged areas.
Information about the programme design and rationale
Evidence about Financial Capability outcomes for programme participants
Evidence that the Financial Capability outcomes were caused by the programme
Evidence about programme implementation, feasibility, and piloting
Evidence about relative costs and benefits of the programme
Topics: Financial Education, Financial Capability
Country/Countries: England
Year of publication: 2018
A financial education programme for young people aged 11-16, delivered in secondary schools in England.
Information about the programme design and rationale
Evidence about Financial Capability outcomes for programme participants
Evidence that the Financial Capability outcomes were caused by the programme
Evidence about programme implementation, feasibility, and piloting
Evidence about relative costs and benefits of the programme
Topics: Financial Education
Country/Countries: England
Year of publication: 2018
Primary Money Twist evaluation
Primary Money Twist is a financial education programme delivered in primary schools to 7-11 year olds by MyBnk trained expert practitioners.
Information about the programme design and rationale
Evidence about Financial Capability outcomes for programme participants
Evidence that the Financial Capability outcomes were caused by the programme
Evidence about programme implementation, feasibility, and piloting
Evidence about relative costs and benefits of the programme
Topics: Financial Education
Country/Countries: England
Year of publication: 2018
Student-led investigation, delivered by Young Scot to identify what financial capability support and interventions currently exist for further and higher education students across Scotland.
Information about the programme design and rationale
Evidence about Financial Capability outcomes for programme participants
Evidence that the Financial Capability outcomes were caused by the programme
Evidence about programme implementation, feasibility, and piloting
Evidence about relative costs and benefits of the programme
Topics: Financial Education, Financial Capability
Country/Countries: Scotland
Year of publication: 2018
Birmingham Settlement What Works project
Money workshops delivered by Birmingham Settlement with marginalised young people aged 11-25 in structured and community settings.
Information about the programme design and rationale
Evidence about Financial Capability outcomes for programme participants
Evidence that the Financial Capability outcomes were caused by the programme
Evidence about programme implementation, feasibility, and piloting
Evidence about relative costs and benefits of the programme
Topics: Saving, Credit Use and Debt, Financial Education
Country/Countries: England
Year of publication: 2018
Evaluation of a project delivered by the National Youth Agency to 500 16-21 year olds, to improve their financial knowledge and to help them make good decisions about finances in the future.
Information about the programme design and rationale
Evidence about Financial Capability outcomes for programme participants
Evidence that the Financial Capability outcomes were caused by the programme
Evidence about programme implementation, feasibility, and piloting
Evidence about relative costs and benefits of the programme
Topics: Saving, Pensions and Retirement Planning, Credit Use and Debt, Financial Education, Budgeting and Keeping Track
Country/Countries: England
Year of publication: 2018
West Kent’s financial capability training for current and prospective apprentices/trainees aged 16-24.
Information about the programme design and rationale
Evidence about Financial Capability outcomes for programme participants
Evidence that the Financial Capability outcomes were caused by the programme
Evidence about programme implementation, feasibility, and piloting
Evidence about relative costs and benefits of the programme
Topics: Financial Education
Country/Countries: England
Year of publication: 2018
Money Matters: Financial capability, well-being and young people
Evaluation of YIACS in improving 16-24 year old’s financial capability, through 451 paired pre-and post-intervention surveys of young people with money issues across nine organisations.
Information about the programme design and rationale
Evidence about Financial Capability outcomes for programme participants
Evidence that the Financial Capability outcomes were caused by the programme
Evidence about programme implementation, feasibility, and piloting
Evidence about relative costs and benefits of the programme
Topics: Saving, Credit Use and Debt, Financial Education
Country/Countries: England
Year of publication: 2018
Independent evaluation of the Community Links’ What Works project
Embedding FinCap training into employment programmes for young people and working-age adults.
Information about the programme design and rationale
Evidence about Financial Capability outcomes for programme participants
Evidence that the Financial Capability outcomes were caused by the programme
Evidence about programme implementation, feasibility, and piloting
Evidence about relative costs and benefits of the programme
Topics: Saving, Credit Use and Debt, Financial Education, Financial Capability
Country/Countries: England
Year of publication: 2018