金融素养理论研究新进展

被引：53

作者：

王宇熹

杨少华

机构：

[1] 上海工程技术大学管理学院

来源：

上海金融 | 2014年 / 03期

关键词：

金融素养; 个人金融; 家庭金融; 国民金融教育; 金融行为; 消费者保护;

D O I：

10.13910/j.cnki.shjr.2014.03.011

中图分类号：

F830 [金融、银行理论];

学科分类号：

1201 ; 020204 ;

摘要：

金融素养是指消费者所拥有的为其一生金融福祉而有效管理其金融资源的知识和能力。最近几年,金融素养已经引起国外发达国家和发展中国家学者和央行的高度重视,多个国家的学者对金融素养前沿理论均开展了相关研究。本文在分析金融素养理论产生背景基础上,从金融素养的测度、金融素养与金融行为的关系、如何提高国民金融素养三方面对金融素养理论研究新进展以及未来的研究方向进行了述评,提出了加强国民金融素养问题研究的几点建议。

引用

页码：26 / 33+116 +116

页数：9

共 14 条

[1]

Financial literacy and retirement planning: the Russian case *[J] . LEORA KLAPPER,GEORGIOS A. PANOS.Journal of Pension Economics and Finance . 2011 (4)

[2]

Financial literacy and retirement preparation in the Netherlands *[J] . ROB ALESSIE,MAARTEN VAN ROOIJ,ANNAMARIA LUSARDI.Journal of Pension Economics and Finance . 2011 (4)

[3]

Assessing financial literacy in 12 countries: an OECD/INFE international pilot exercise *[J] . ADELE ATKINSON,FLORE-ANNE MESSY.Journal of Pension Economics and Finance . 2011 (4)

[4]

Financial literacy and retirement planning in Germany *[J] . TABEA BUCHER-KOENEN,ANNAMARIA LUSARDI.Journal of Pension Economics and Finance . 2011 (4)

[5]

Financial literacy and retirement planning in Sweden *[J] . JOHAN ALMENBERG,JENNY S?VE-S?DERBERGH.Journal of Pension Economics and Finance . 2011 (4)

[6]

Financial literacy and retirement planning in New Zealand *[J] . DIANA CROSSAN,DAVID FESLIER,ROGER HURNARD.Journal of Pension Economics and Finance . 2011 (4)

[7]

Financial literacy and retirement planning in Japan *[J] . SHIZUKA SEKITA.Journal of Pension Economics and Finance . 2011 (4)

[8] Financial literacy and stock market participation [J].

van Rooij, Maarten ;

Lusardi, Annamaria ;

Alessie, Rob .

JOURNAL OF FINANCIAL ECONOMICS, 2011, 101 (02) :449-472

[9] Measuring Financial Literacy [J].

Huston, Sandra J. .

JOURNAL OF CONSUMER AFFAIRS, 2010, 44 (02) :296-316

[10] Consumer financial literacy and the impact of online banking on the financial behavior of lower-income bank customers [J].

Servon, Lisa J. ;

Kaestner, Robert .

JOURNAL OF CONSUMER AFFAIRS, 2008, 42 (02) :271-305

← 1 2 →