Webinar: Building a Bridge Between Financial Health and Financial Education

The e-MFP “From Research to Practice and Back Again” Action Group (AG) is conducting a research project on (digital) financial education (FE) and financial health (FH) to build a better understanding of how they have been operationalised and measured by different institutions, and the relationship between FE and FH that can lead to suitable indicators for financial service providers. In this webinar, the AG consultants, Patricia Lopez and Waruguru Ituu will present preliminary results of this research project and Chiara Monticone, Senior Policy analyst at the OECD will share their experience working with FE and its contribution to financial resilience. Additionally, the AG will interact with the audience to get their views on particular aspects of FH and FE.

Moderators:

• Max Nino-Zarazua (Consultant, AG co-Head)

• Davide Castellani (University of Bergamo, AG co-Head)

Speakers:

• Patricia López Rodríguez (AG Consultant)

• Waruguru Ituu (AG Consultant)

• Chiara Monticone (Senior Policy analyst, OECD)

- Register for the webinar -

Date: Wednesday 2 November, 4pm CET

Chiara Monticone, Senior Policy analyst, OECD

Chiara is a senior policy analyst within the OECD Financial Education and Consumer Protection unit where she coordinates the work of the OECD International Network on Financial Education. In recent years, her work focused on assessing levels of financial literacy among adults, young people and small business owners, and the role of financial education in strengthening financial resilience and supporting the needs of women, seniors and other vulnerable groups. Previously, Dr Monticone was a researcher at the Center for Research on Pensions and Welfare Policies (CeRP) at Collegio Carlo Alberto in Torino. She holds a PhD in Economics from the University of Torino.

Waruguru Ituu, Consultant

Ituu has over 10 years cumulative experience in banking (personal loans recovery and agency banking network management), youth entrepreneurship facilitation and financial education advocacy in Kenya. She is passionate about economic inclusion, consumer protection and empowering the bottom of the pyramid to optimize formal financial products and make dignified choices. Having recently completed her MSc in Behavioural Science at the LSE, she is keen on applying a behavioural science lens to design better interventions for increasing financial health of the bottom of the pyramid.

Patricia López, Consultant

Patricia holds a PhD. in Economics by the UNAM and an MSc. in Economics and Social Policy Analysis by the University of York, UK. She has worked in Microfinance for more than 26 years. She has co-authored books and articles such as Microfinance in Mexico and Public Policies for Women's Financial Inclusion. Her public work at the Mexican Social Development Ministry gave her tools for designing and implementing social programs. She has classified the Latin American financial portfolio and its characteristics, and she has conducted qualitative and quantitative research focusing on vulnerable people.