Innovative techniques for delivering & evaluating programmes
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Transcript of Innovative techniques for delivering & evaluating programmes
DIANA CROSSANRetirement CommissionerNew Zealand
9th November 2010IFIE/IOSCO Investor Education Conference
Innovative techniques for delivering & evaluating programmes
Innovative techniques for delivering & evaluating programmes
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
Innovative techniques for delivering & evaluating programmes
9th November 2010
Lifting the nation’s financial literacy
Schools Tertiary Community Workplace 60 plus
Innovative techniques for delivering & evaluating programmes
9th November 2010
Hierarchy of financial education needs
Derivatives
Portfolio management
Retirement drawdown
TrustsWorkplace super
Wills
Mortgages
Taxation
InflationSaving Consumer rig
hts
Net worthIncomeBankingBudgeting
Goal setting
Debt managementCredit cards
Specialist
Occasional
Everyday
Interest
Insurance
Spending
Investing
Innovative techniques for delivering & evaluating programmes
9th November 2010
Investing movie
Innovative techniques for delivering & evaluating programmes
9th November 2010
Adults learn in different ways
Website Booklets Seminars
Innovative techniques for delivering & evaluating programmes
9th November 2010
Your investment profile
Types of investment
Advice checklist
8 rules for sorted
investing
Investing
Innovative techniques for delivering & evaluating programmes
9th November 2010
Risk recommender - calculator
Innovative techniques for delivering & evaluating programmes
9th November 2010
Risk recommender - results
Innovative techniques for delivering & evaluating programmes
9th November 2010
Innovative techniques for delivering & evaluating programmes
9th November 2010
Evaluation and monitoring
OECD INFE subgroup guidelines