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Useful Resources

Association for Savings and Investment SA (ASISA)

The Association for Savings and Investment South Africa (ASISA) represents the majority of the country's asset managers, collective investment scheme management companies, linked investment service providers, multi-managers and life insurance companies.

Their website includes a Centre of Best Practice for Consumer Financial Education. 

Financial Services Board

The Financial Services Board (FSB) is an independent institution established by statute to oversee the South African Non-Banking Financial Services Industry in the public interest. Its mission and vision are to promote and maintain a sound financial investment in South Africa.

Financial literacy in South Africa: Results from South African Social Attitudes Survey (SASAS)

These reports are part of the ongoing study of financial literacy in South Africa and its objective is to provide the Financial Services Board (FSB) with information about the financial knowledge, attitudes, skills and behaviour of adult (aged 16 and older) South Africans. 

Core Competencies Frameworks on Financial Literacy

Core Competencies Frameworks on Financial Literacy

Developed in response to a call from G20 Leaders in 2013, the core competencies frameworks on financial literacy highlight a range of financial literacy outcomes that may be considered to be universally relevant or important for the financial well-being in everyday life of adults and youth.

Momentum Household Financial Wellness Index

Momentum Household Financial Wellness Index

In order to fully understand what financial wellness is and what it means to households across the nation, Momentum teamed up with the University of South Africa (Unisa) in 2012 to compile the annual Momentum Unisa Household Financial Wellness Index and the quarterly Momentum Unisa Wealth Index.

The Financial Wellness research revealed that at least three quarters of South African households are under financial pressure.

Financial Literacy around the World

Financial Literacy around the World

 Reviews of financial literacy research globally.

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