Financial Capability Documents

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.

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...

31.07.2015 | The World Bank | The World Bank

This report contains the findings and recommendations from a World Bank mission to Zimbabwe between July 14 and July 25, 2014, which took place for the purposes of a diagnostic review of the Consumer Protection and Financial Literacy (CPFL)...

15.09.2014 | M. El-Zoghbi, K. Lauer | CGAP

This Focus Note builds on the ideas discussed in “Facilitating Market Development to Advance Financial Inclusion” (El-Zoghbi and Lauer 2013) and addresses the capacity issues faced by retail financial service providers. Drawing on examples, this...

31.08.2014 | J. Zollman | FSD Kenya

The Kenya Financial Diaries project was designed to deepen understanding of the financial lives of low-income Kenyans by capturing all of their transactions over the course of a year, through fortnightly visits. Alongside quantitative records of...

31.08.2014 | S. Zottel, C.R. Ortega, S.Y. Xu | The World Bank

The key findings and recommendations presented in this report cover 4 main areas: financial inclusion, financial capability, relationship between financial inclusion and capability, and financial consumer protection. The chapters are structured as...

31.07.2014 | T. Kilara, B. Magnoni, E. Zimmerman | CGAP

This paper offers a framework for understanding how different influences or “levers” affect costs and revenues for youth savings and uses examples to explain how the framework can be applied as a decision-making tool.

30.06.2014 | R. Mazer, K. Mckee, A. Fiorillo | CGAP

This Focus Note presents emerging evidence on selected behavioural biases relevant to financial consumer protection, their consequences, and how market conduct regulation and other measures might best reduce abuse and produce better services and...

31.03.2014 | C. Fonseca, A. Dalal | ILO, Microinsurance Innovation Facility

In the last decade, some insurance associations (IAs) have expanded beyond their traditional core functions to develop insurance consumer education (ICE) programmes. Based on a review of the experiences of IAs in five countries, namely Brazil,...

31.01.2014 | M. Miller, J. Reichelstein, C. Salas et al. | The World Bank

This paper presents a systematic and comprehensive meta-analysis of the literature on financial education interventions. The analysis focuses on financial education studies designed to strengthen the financial knowledge and behaviours of consumers.

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