Research

World Bank, Univ. Oslo – Causal Mechanism of Financial Education

2019-06-16T12:22:04-05:00

Does financial education work? This controversial study continues to produce much conversation on best practices within the workplace and academia Univ. Oslo, World Bank; Carpena, Zia 2018 […]

World Bank, Univ. Oslo – Causal Mechanism of Financial Education2019-06-16T12:22:04-05:00

UPenn & GWU – Mandated Financial Education in the workplace

2019-06-16T12:48:05-05:00

Should financial education be offered in the work place? Should it be mandated? We think so! This most recent study from UPenn and GWU regarding benefits and best practices. Fisch, Lusardi, Hasler, 2019 […]

UPenn & GWU – Mandated Financial Education in the workplace2019-06-16T12:48:05-05:00

G20/OECD – Status of Adult Financial Literacy in G20 countries

2019-06-17T16:16:19-05:00

  Financial education has gained a prominent position in the global policy agenda. It is now universally recognised as a core component of the financial empowerment of individuals and the overall stability of the financial system. G20/OECD; 2016 […]

G20/OECD – Status of Adult Financial Literacy in G20 countries2019-06-17T16:16:19-05:00

Must Read! – FINLIT Study 2016, S&P, World Bank

2019-06-17T15:34:41-05:00

One of the most comprehensive works on the global understanding of basic financial concepts. Diversification, Inflation, Numeracy, and Compound Interest. S&P, World Bank; Lusardi, Klapper, Oudheusden, Hess, Ansar, 2016.   […]

Must Read! – FINLIT Study 2016, S&P, World Bank2019-06-17T15:34:41-05:00

Trans America – Annual retirement survey 2018

2019-06-17T15:23:04-05:00

The Great Recession officially lasted from December 2007 to June 20091but its after effects continue to linger today. Questions continue to be asked about the status of the recovery among employers and workers. How has retirement security changed? What are areas in need of improvement? Transamerica Center Retirement Studies(TCRS) prepared this report based on findings [...]

Trans America – Annual retirement survey 20182019-06-17T15:23:04-05:00

Meta-analysis, financial eduction in schools

2019-06-17T15:01:11-05:00

Based on this sample of studies we find, on average, the intended treatment effects, i.e. improved financial knowledge test scores and changes in financial behaviors that are typically assumed to be enhancing individual welfare. Univ Koblez-Landau, DIW Berlin; Kaiser, Menkhoff, 2018   […]

Meta-analysis, financial eduction in schools2019-06-17T15:01:11-05:00

Financial Literacy, Financial Education and downstream behaviors

2019-06-17T14:50:55-05:00

Another great study on best practices in delivery and expectations. Should we offer courseware or just-in-time educational materials. We would humbly say…..”Yes!” We need to meet our constituents where they are, with unbiased materials, in real time. There is no one and done! Erasmus Univ, Univ Colorado-Boulder, Univ Virginia; Fernandez, Lynch, Netemeyer, 2014 […]

Financial Literacy, Financial Education and downstream behaviors2019-06-17T14:50:55-05:00

CPA Journal – Literacy in the workplace – Good for Employees and Companies

2019-06-17T14:28:42-05:00

Increased employee engagement, retention, and productivity. Construction of programs, specific benefits, and best practices. CPA Journal; Bannon, Ford, Meltzer, 2014 […]

CPA Journal – Literacy in the workplace – Good for Employees and Companies2019-06-17T14:28:42-05:00