As a member of several national and international associations, the AMF draws on best practices from around the world. Below is a list of national and international websites focused on financial education.

Useful links

Québec

Also check the AMF financial education partners section.

United States

Oceania

Survey results

2016 AMF Index

2016 AMF Index
Financial awareness among Quebeckers is progressing: The 2016 AMF Index stands at 61.2%, up from 60.1% in 2014 and 58.5% in 2012. This index sheds light on the financial behaviours of Quebeckers and helps determine the direction of financial education.

Les Québécois, l'argent et les finances personnelles (2015)

Les Québécois, l'argent et les finances personnelles

CSA Investor Index (2012)

2012 CSA Investor Index
This CSA Investor Index is the third survey of its kind conducted by the Canadian Securities Administrators (CSA), following those in 2006 and 2009, on Canadians’ investment knowledge, their behaviours as investors and the impact of fraud on investing.

Sondage sur les compétences financières des internautes québécois (2011)

In addition to financial market oversight, consumer assistance is a key component of the AMF’s mission. It therefore offers information services, as well as educational and awareness activities. It was in this context that the survey was conducted to gather information about Québec Web surfers’ perceptions and assess their knowledge regarding certain financial issues.

Sondage sur les compétences financières des internautes québécois

Studies and reports

2015

Financial Goals and Values: A Study of Financial Literacy in Canada

On behalf of the Canadian Bankers Association, Abacus conducted a national study (pdf - 312 KB)This link will open in a new window on the financial aspirations of Canadians and if their knowledge allows them to reach their goals.

Millennials and Financial Literacy - The Struggle with Personal Finance

Study (pdf - 4 MB)This link will open in a new window by Annamaria Lusardi, Eileen Buckley and Shannon Schuyner.

Standard & Poor's Ratings Services Global Financial Literacy Survey

The Standard & Poor's Ratings Services Global Financial Literacy Survey This link will open in a new window is the world’s largest, most comprehensive global measurement of financial literacy. It probes knowledge of four basic financial concepts: risk diversification, inflation, numeracy, and interest compounding. The survey is based on interviews with more than 150,000 adults in over 140 countries. Consult the data for Canada (pdf - 219 KB)This link will open in a new window.

2014

Financial Literacy and Retirement Planning in Canada

Financial Literacy and Retirement Planning in Canada (pdf - 335 KB)This link will open in a new window by David Boisclair, Annamaria Lusardi and Pierre-Carl Michaud.

Financial Literacy and Economic Outcomes : Evidence and Policy Implications

Report (pdf - 3 MB)This link will open in a new window looks at some of the key research done in the field, by Olivia S. Mitchell and Annamaria Lusardi.

2013

The economic Importance of Financial Literacy

Study (pdf - 462 KB)This link will open in a new window by Annamaria Lusardi and Olivia Mitchell.

Navigating the Market — A comparision of spending on financial education and financial marketing

Study (pdf - 332 KB)This link will open in a new window by the Consumer Financial Protection Bureau.

The Financial Capability of the UK (Money advice service)

Study (pdf - 5 MB)This link will open in a new window on the financial capability of people in the UK.

The Financial Capability of the 15-17 year olds

British study (pdf - 4 MB)This link will open in a new window showing that young people are heavily influenced by their family’s financial behaviour.

Financial Fraud and Fraud Susceptibility in the United States

Research report (pdf - 417 KB)This link will open in a new window revealing that a large number of Americans may be victims of fraud.

Report on Investor Education Initiatives Relating to Investment Services

Report (pdf - 466 KB)This link will open in a new window by the International Organization of Securities Commissions (IOSCO) providing an overview of the different approaches that regulators take to educate investors on issues relevant to the distribution of financial products and services.

2012

Les différences entre les sexes dans la prise de décision en matière d'épargne et d'investissement

Report (pdf - 108 KB)This link will open in a new window by Carole Vincent that looks at the sharing of financial management responsibilities within a household and how this contributes to the differences in the saving and investing decisions made by men and women.

Étude sur la littératie financière et la préparation à la retraite au Québec et dans le reste du Canada

Report (pdf - 859 KB)This link will open in a new window by Thomas Lalime and Pierre-Carl Michaud of Université du Québec à Montréal (UQAM). According to the data from the Canadian Financial Capability Survey, Québec is lagging behind the rest of Canada not only in financial literacy and education, but also in retirement saving and preparation.

New Zealand Financial Behaviour Index

Financial Behaviour Index (pdf - 1 MB)This link will open in a new window by the Financial Literacy and Retirement Income of New Zealand.

National Financial Capability Study (FINRA Investor Education Foundation)

The State-by-State survey This link will open in a new window was conducted on-line among a nationally representative sample of American adults.

Survey by BMO Financial Group

Survey (pdf - 492 KB)This link will open in a new window on financial literacy by Bank of Montreal.

Current Status of National Strategies for Financial Education: A Comparative Analysis and Relevant Practices

The Organisation for Economic Co-operation and Development (OECD) provides a comparative analysis of national strategies for financial education This link will open in a new window from around the world.

2011

Étude sur la connaissance financière et la rationalité des investisseurs

Study (pdf - 581 KB)This link will open in a new window by professors Cécile Carpentier and Jean-Marc Suret of Laval University.

Using Social Media, Social Marketing and Brain Research to Improve the Design and Delivery of Financial Education

Study This link will open in a new window by Tuck Executive Education at Dartmouth  This link will open in a new windowin collaboration with FINRA This link will open in a new window Investor Education Foundation.

Sondage sur les connaissances de base des Québécois

Survey (pdf - 224 KB)This link will open in a new window conducted to gather information about Québec Web surfers’ perceptions and assess their knowledge regarding certain financial issues.

Les compétences des adolescents québécois et leur intérêt pour l'éducation en consommation

Study (pdf - 1 MB)This link will open in a new window by Marie J. Lachance in collaboration with Jacinthe Cloutier, Laval University.

Rapport du Groupe de travail visant à réduire la vulnérabilité des personnes ayant recours à une assistance dans la gestion de leurs biens

Report (pdf - 692 KB)This link will open in a new window (January 21, 2011)

In August 2009, the Québec Minister of Finance asked the AMF to set up a task force with the mandate of recommending ways to reduce the risk of fraud to persons who require assistance in managing their assets. Fourteen stakeholder organizations participated in the task force.

2010

Cognitive biases and instability of preferences in the portfolio choices of retail investors

Study (pdf - 499 KB)This link will open in a new window by the Commissione Nazionale per le Società e la Borsa (CONSOB) This link will open in a new window (Italy).