Financial Capability Documents

30.04.2017 | M. Buku, R. Mazer | CGAP

This Brief highlights how fraud is impacting mobile money providers, agents, and consumers, as well as efforts to reduce risks and vulnerabilities to fraud in mobile money and related services. While it is not possible to remove fraud entirely from...

04.01.2017 | A2ii, IAIS, FinMark Trust, FSB | Access to Insurance Initiative (A2ii)

This report summarises the key take-aways and recommendations of the seminar on Financial Education: Challenges, Trends and Measures of Success in Supporting Financial Inclusion in Sub-Saharan Africa held in September 2016 in Sandton, South Africa.

30.11.2016 | MAP, FinScope, FinMark Trust | FinMark Trust

This pocket guide represents some of the key market data on financial inclusion. The objectives of this report were to understand the adult population in terms of: Livelihoods and how they generate their income; Their financial needs and demands;...

31.10.2016 | K. Burritt, G. Coetzee | CGAP

Many financial service providers struggle with high levels of account dormancy and customer dropouts, limited service usage, and loss of their best clients to other providers (GMSA 2014; Cheston, Conde, Arpitha, and Rhyne 2016). Negative customer...

03.10.2016 | A.B. Fanta, K. Mutsonziwa, D. Naidoo | FinMark Trust

This paper provides cross-country comparisons of financial literacy in the SADC region. It also presents the link between financial literacy and product uptake including the relationship between financial literacy and productive usage of debt. The...

31.08.2016 | AFI Digital Financial Services (DFS) Working Group | AFI

This guideline note was developed by the AFI Digital Financial Services (DFS) working group to provide universal definitions of key digital financial services terms.

31.08.2016 | D. Naidoo, A. Motsomi | FinMark Trust

The Central Bank of Seychelles (CBS) and the Financial Services Authority (FSA) commissioned FinMark Trust to undertake a Baseline Survey on Financial Literacy. The purpose of the baseline study was to measure the level of financial literacy amongst...

31.07.2016 | X. Giné, R. Keenan Mazer | The World Bank

An audit study was conducted in Ghana, Mexico and Peru to understand the quality of financial information and products offered to low-income customers. Trained auditors visited multiple financial institutions, seeking credit and savings products....

30.06.2016 | S. Zottel, B. Zia, F. Khoury | The World Bank

As the Senegal government’s financial inclusion initiatives are expected to usher in more Senegalese, including small and medium size business (SME), to access a wide range of financial services from a variety of financial institutions, they need to...

30.04.2016 | J. Arnold, E. Rhyne | ACCION, JP Morgan Chase & Co

This report reviews the current landscape of financial capability interventions – a diverse landscape, with interventions by financial service providers, online services, social organizations, governments and others. The report highlights a trend...

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