Standards, principles and guidelines

The OECD, with the guidance of the International Network on Financial Education, and in consultation with a wide range of stakeholders, develops best practices and principles to help increase financial literacy and raise awareness.

 

OECD RECOMMENDATIONS

  CREDIT
Good Practices on Financial Education and Awareness Relating to Credit,
OECD, 2009
[ English / français ]

 

INSURANCE
Good Practices for Enhanced Risk Awareness and Education on Insurance Issues, OECD, 2008
[ English / français ]

  PRIVATE PENSIONS
Good Practices for Financial Education Relating to Private Pensions,
OECD, 2008
English / français ]

  FINANCIAL EDUCATION
Principles and Good Practices for Financial Education and Awareness,
OECD, 2005
[ English / français / Chinese ]

OECD INFE HIGH-LEVEL PRINCIPLES
 

WOMEN
OECD/INFE Policy Guidance on Addressing Women’s and Girls’ Needs for Financial Awareness and Education,
OECD INFE, 2013.
Endorsed by G20 leaders in September 2013.
[ English ]

NATIONAL STRATEGIES
High-level Principles on National Strategies for Financial Education,
OECD INFE, 2012.
Approved by G20 leaders in June 2012.
[ English ]

  EVALUATION
High-level Principles for the Evaluation of Financial Education Programmes,
OECD INFE, 2012
[ English ]


OECD/INFE GUIDELINES

  PRIVATE AND NON-PROFIT STAKEHOLDERS
Guidelines for Private and Not-for-profit Stakeholders in Financial Education, 
OECD, 2014
English / français ]
SCHOOLS
OECD/INFE Guidelines on Financial Education in Schools, OECD, 2012
[ English / français ]

G20 HIGH-LEVEL PRINCIPLES

 

LONG-TERM FINANCING
G20/OECD High-Level Principles on Long-Term Investment Financing by Institutional Investors
, OECD, 2013
[ English ]

CONSUMER PROTECTION
G20 High-level Principles on Financial Consumer Protection
, developped by the OECD, 2011
[ English ]