Making Sense of Financial Capability Surveys around the World : A Review of Existing Financial Capability and Literacy Measurement Instruments

This report will be particularly useful for policy makers and regulators who prioritize financial inclusion and/or financial literacy, or who are introducing financial education strategies according to the high-level principles developed by the org...

Full description

Bibliographic Details
Main Author: World Bank
Format: Working Paper
Language:English
en_US
Published: Washington, DC 2013
Subjects:
Online Access:http://documents.worldbank.org/curated/en/2013/02/18136727/making-sense-financial-capability-surveys-around-world-review-existing-financial-capability-literacy-measurement-instruments
http://hdl.handle.net/10986/16251
id okr-10986-16251
recordtype oai_dc
spelling okr-10986-162512021-04-23T14:03:28Z Making Sense of Financial Capability Surveys around the World : A Review of Existing Financial Capability and Literacy Measurement Instruments World Bank DATA QUALITY FINANCIAL CAPABILITY FINANCIAL CONSUMER PROTECTION FINANCIAL EDUCATION FINANCIAL INCLUSION SURVEY IMPLEMENTATION SURVEYS This report will be particularly useful for policy makers and regulators who prioritize financial inclusion and/or financial literacy, or who are introducing financial education strategies according to the high-level principles developed by the organization for economic cooperation and development international network for financial education and recently endorsed by the G20 leaders. The review is intended to be a reference tool for policy makers, practitioners, and researchers interested in conducting a survey on these topics, and for those who need to identify the appropriate combination of methods for policy or research objectives. Chapter one examines how to identify, compare, and contrast existing measurement approaches in the area of financial literacy and capability, and in the related areas of financial inclusion and financial consumer protection. Chapter two discusses the role that surveys can have in informing policy and research in this area and provides examples of specific survey objectives. Chapter three describes and compares the content of the various instruments on financial capability, financial inclusion, and financial consumer protection, and provides examples of commonly used questions. Chapter four describes the methods used for survey implementation, and highlights technical issues that can affect data quality. Finally, chapter five describes the analytical methods that have been used to present the results and to construct indicators. Detailed information about each study is provided in standalone summaries in appendix B. 2013-11-13T21:59:26Z 2013-11-13T21:59:26Z 2013-02 http://documents.worldbank.org/curated/en/2013/02/18136727/making-sense-financial-capability-surveys-around-world-review-existing-financial-capability-literacy-measurement-instruments http://hdl.handle.net/10986/16251 English en_US CC BY 3.0 IGO http://creativecommons.org/licenses/by/3.0/igo/ World Bank Washington, DC Publications & Research :: Working Paper Publications & Research
repository_type Digital Repository
institution_category Foreign Institution
institution Digital Repositories
building World Bank Open Knowledge Repository
collection World Bank
language English
en_US
topic DATA QUALITY
FINANCIAL CAPABILITY
FINANCIAL CONSUMER PROTECTION
FINANCIAL EDUCATION
FINANCIAL INCLUSION
SURVEY IMPLEMENTATION
SURVEYS
spellingShingle DATA QUALITY
FINANCIAL CAPABILITY
FINANCIAL CONSUMER PROTECTION
FINANCIAL EDUCATION
FINANCIAL INCLUSION
SURVEY IMPLEMENTATION
SURVEYS
World Bank
Making Sense of Financial Capability Surveys around the World : A Review of Existing Financial Capability and Literacy Measurement Instruments
description This report will be particularly useful for policy makers and regulators who prioritize financial inclusion and/or financial literacy, or who are introducing financial education strategies according to the high-level principles developed by the organization for economic cooperation and development international network for financial education and recently endorsed by the G20 leaders. The review is intended to be a reference tool for policy makers, practitioners, and researchers interested in conducting a survey on these topics, and for those who need to identify the appropriate combination of methods for policy or research objectives. Chapter one examines how to identify, compare, and contrast existing measurement approaches in the area of financial literacy and capability, and in the related areas of financial inclusion and financial consumer protection. Chapter two discusses the role that surveys can have in informing policy and research in this area and provides examples of specific survey objectives. Chapter three describes and compares the content of the various instruments on financial capability, financial inclusion, and financial consumer protection, and provides examples of commonly used questions. Chapter four describes the methods used for survey implementation, and highlights technical issues that can affect data quality. Finally, chapter five describes the analytical methods that have been used to present the results and to construct indicators. Detailed information about each study is provided in standalone summaries in appendix B.
format Publications & Research :: Working Paper
author World Bank
author_facet World Bank
author_sort World Bank
title Making Sense of Financial Capability Surveys around the World : A Review of Existing Financial Capability and Literacy Measurement Instruments
title_short Making Sense of Financial Capability Surveys around the World : A Review of Existing Financial Capability and Literacy Measurement Instruments
title_full Making Sense of Financial Capability Surveys around the World : A Review of Existing Financial Capability and Literacy Measurement Instruments
title_fullStr Making Sense of Financial Capability Surveys around the World : A Review of Existing Financial Capability and Literacy Measurement Instruments
title_full_unstemmed Making Sense of Financial Capability Surveys around the World : A Review of Existing Financial Capability and Literacy Measurement Instruments
title_sort making sense of financial capability surveys around the world : a review of existing financial capability and literacy measurement instruments
publisher Washington, DC
publishDate 2013
url http://documents.worldbank.org/curated/en/2013/02/18136727/making-sense-financial-capability-surveys-around-world-review-existing-financial-capability-literacy-measurement-instruments
http://hdl.handle.net/10986/16251
_version_ 1764432722408767488