Money Management: Programmes, Research & Articles

Programmes | Articles

Programmes

Key financial education programmes on money management are listed below, by category.

Government programmes

• Consumer Education and Financial Literacy Programs , The Financial Consumer Agency of Canada (FCAC)
• Financial education program, U.S. President's Advisory Council on Financial Literacy, United States

Civil Society programmes

• Credit Education Week Canada, Credit Canada and Capital One Canada
• Credit counselling programme, Credit Counselling Singapore
• MyBnk Programmes, MyBnk, United Kingdom

Articles

Key articles on money management issues are listed below, in alphabetical order, by author/institution:

A | B | C | D | E | F | G | H |  I |  J | K | L | M | N | O | P | Q | R | S | T | U | V | W | X | Y | Z

A

• Steve Anderson et al.(2002), Financial links for low-income people (FLLIP): an evaluation of implementation and initial training activity, School of Social Work University of Illinois at Urbana-Champaign, December 2002
• ANZ bank (2005), Adult financial literacy, personal debt and financial difficulty in Australia, 25 November 2005 (see also full report).
• ANZ bank (2005), Kick-start your financial fitness
• Australian Consumer and Financial Literacy Taskforce (2004), Australian consumers and money, June 2004.
• Australian Consumer and Financial Literacy Taskforce (n.d.), Australian consumers and money—appendix 3
• AMF Autorité des Marchés Financiers (2005), Pour l'éducation économique et financière des épargnants (in French).

B

• Bertelsmann Stiftung (2004), Finanzieller analphabetimus in Deutschland: schlechte voraussetzungen fur eigenverantwortliche vorsorge, March 2004 (in German only). 

E

• A.G. Edwards (2007), Background information on their Nest Egg Score
• A.G. Edwards (2006), Nest Egg Score shows that Americans doing a fair job at building wealth
• European Credit Research Institute (ECRI) & Personal Finance Research Center (PFRC), Consumer Financial Vulnerability: Technical Report, June 2008.
• European Credit Research Institute (ECRI) & Personal Finance Research Center (PFRC), Consumer Financial Vulnerability: Applied Report, June 2008.
• European Union (n.d.), Development of online consumer education tools for adults - Trainers' Guide

F

• Fannie Mae Foundation (2000), Personal Finance and the Rush to Competence: Financial Literacy Education in the US

H

• Marianne A. Hilgert (2003), Household financial management: the connection between knowledge and behaviour, Federal Reserve Bulletin, July 2003.

I

• Dan Iannicola (2003), testimony on financial education, before the Subcommittee on Education Reform Committee on Education and the Workforce U.S. House of Representatives, JS-950, 28 October 2003.
• IEFP Institut pour l’Education Financière du Public (2006), Une enquête sur les jeunes et l’argent (in French).
• IMF (2005), Global Financial Stability Report 2005, Overview (Transfer of risks to households)
• IMF (2005), Global Financial Stability Report 2005, Chapter III Household Balance Sheets

J

• John Hancock Financial Services (2002), Insight into Participant Investment Knowledge and Behavior

K

• Jinhee Kim (2003), Relationships among credit counselling, financial well-being and health, Consumer Interests Annual Volume 49, 2003.

L

• Annamaria Lusardi and Olivia Mitchell (2006), Baby boomer retirement security: the roles of planning, financial literacy, and housing wealth, Working Paper, WP 2006-114, University of Michigan Retirement Research Center, April 2006. 

N

• National Council of La Raza (2004), Financial Education in Latino Communities: Analysis of Programmes, Products and Results/Effects, December 2004.
• National Endowment for Financial Education NEFE (2002), Financial literacy in America: individual choices, national consequences, presented at the The State of Financial Literacy in America—Evolutions and Revolutions symposium, held on October 9-11, 2002, in Denver, Colorado, United States. 
• New America Foundation (2006), Policy Options to Improve Financial Education: Equipping Families for their Financial Futures, by Leslie Parrish and Lisa Servon, June 2006.

O

P

• Principal (2004), The Principal Global Financial Well-Being Study, 2004 Executive Summary.
• Proshare Organization, a UK not-for-profit subscription organisation that represents member firms involved in employee share plans, www.proshare.org.