Innovative techniques for delivering & evaluating programmes

transcript

DIANA CROSSANRetirement CommissionerNew Zealand

9th November 2010IFIE/IOSCO Investor Education Conference

9th November 2010

Contributors to personal financial wellbeing of New Zealanders

Personal financial

wellbeing for New Zealanders

Consumers exercise

market power

Consumer protection for fraud/scams

Trustworthyfinancial sector

Security net welfare provision

Financially literate

population

Diversified market for financial

products and services

Thriving economy – competitive and efficient

markets

Efficient and effective regulation

9th November 2010

Lifting the nation’s financial literacy

Schools Tertiary Community Workplace 60 plus

9th November 2010

Hierarchy of financial education needs

Derivatives

Portfolio management

Retirement drawdown

TrustsWorkplace super

Mortgages

Taxation

InflationSaving Consumer rig

Net worthIncomeBankingBudgeting

Goal setting

Debt managementCredit cards

Specialist

Occasional

Everyday

Interest

Insurance

Spending

Investing

9th November 2010

Investing movie

9th November 2010

Adults learn in different ways

Website Booklets Seminars

9th November 2010

Your investment profile

Types of investment

Advice checklist

8 rules for sorted

investing

Investing

9th November 2010

Risk recommender - calculator

9th November 2010

Risk recommender - results

9th November 2010

Evaluation and monitoring

OECD INFE subgroup guidelines

Innovative techniques for delivering & evaluating programmes

Documents