Publication:
Financial Capability in Mexico : Results from a National Survey on Financial Behaviors, Attitudes, and Knowledge

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dc.contributor.authorReddy, Rekha
dc.contributor.authorTan, Congyan
dc.contributor.authorBruhn, Miriam
dc.date.accessioned2014-01-30T20:55:18Z
dc.date.available2014-01-30T20:55:18Z
dc.date.issued2013-11
dc.description.abstractThis report describes a baseline measure of the financial capability of the Mexican adult population. Chapter one describes the Mexican context and the rationale for the financial capability study. Chapter two describes key findings related to daily money management and financial planning behaviors and attitudes. Chapter three examines decisions related to the use of financial products and level of financial knowledge. Chapter four summarizes key behaviors and attitudes into financial capability scores, facilitating the creation of profiles and comparisons among different segments of the population. Chapter five presents international comparisons. Chapter six examines the relationship between financial capability, financial knowledge, and financial inclusion. Chapter seven provides policy recommendations related to the key challenges to financial capability identified in the report.en
dc.description.abstractLa promoción de la inclusión y la educación financiera es una de las máximas prioridades para el Gobierno de México. En este informe se presenta una medición de referencia de las capacidades financieras de la población mexicana adulta. Describe el contexto del país y se presenta la justificación del estudio sobre las capacidades financieras. Ofrece los principales resultados sobre la administración diaria del dinero y los comportamientos y actitudes relativos a la planificación financiera. Analiza las decisiones relativas al uso de productos financieros y su nivel de conocimientos. Resume los principales comportamientos y actitudes, traducidos en calificaciones sobre capacidades financieras, lo que facilita la creación de perfiles y las comparativas entre distintos segmentos de la población y los compara a nivel internacional. Estudia la relación entre las capacidades y conocimientos financieros así como la inclusión financiera. Y finalmente, ofrece recomendaciones de política en relación con los principales desafíos en materia de capacidades financieras planteados en el documento.es
dc.identifierhttp://documents.worldbank.org/curated/en/2013/11/18523527/financial-capability-mexico-results-national-survey-onbrfinancial-behaviors-attitudes-knowledge-financial-capability-mexico-results-national-survey-financial-behaviors-attitudes-knowledge
dc.identifier.doi10.1596/16756
dc.identifier.urihttps://hdl.handle.net/10986/16756
dc.languageEnglish
dc.language.isoen_US
dc.publisherWorld Bank, Washington, DC
dc.rightsCC BY 3.0 IGO
dc.rights.holderWorld Bank
dc.rights.urihttp://creativecommons.org/licenses/by/3.0/igo/
dc.subjectABILITY OF CONSUMERS
dc.subjectACCESS POINTS
dc.subjectACCESS TO FINANCE
dc.subjectACCESSIBILITY
dc.subjectAMOUNT OF MONEY
dc.subjectAUTOMATIC DEDUCTIONS
dc.subjectBANK ACCOUNTS
dc.subjectBANK BRANCH
dc.subjectBANK BRANCHES
dc.subjectBANK CREDIT
dc.subjectBANKING SERVICES
dc.subjectBANKS
dc.subjectBORROWING
dc.subjectBORROWING MONEY
dc.subjectBUDGETING
dc.subjectCALCULATION
dc.subjectCALCULATIONS
dc.subjectCAR LOAN
dc.subjectCAR LOANS
dc.subjectCOMPOUND INTEREST
dc.subjectCONCEPT OF COMPOUND INTEREST
dc.subjectCONSUMER
dc.subjectCONSUMER NEEDS
dc.subjectCONSUMER PROTECTION
dc.subjectCONSUMERS
dc.subjectCONTRIBUTIONS
dc.subjectCOOPERATIVES
dc.subjectCREDIT ASSOCIATIONS
dc.subjectCREDIT CARD
dc.subjectCREDIT CARD USE
dc.subjectCREDIT CARDS
dc.subjectCREDIT PRODUCTS
dc.subjectCURRICULA
dc.subjectDAILY EXPENSES
dc.subjectDAY-TO-DAY MONEY MANAGEMENT
dc.subjectDEBT
dc.subjectDEBT BURDEN
dc.subjectDEBT LOADS
dc.subjectDEBTORS
dc.subjectDEBTS
dc.subjectDEPOSIT
dc.subjectDEPOSIT ACCOUNTS
dc.subjectDEVELOPMENT BANK
dc.subjectDEVELOPMENT BANKS
dc.subjectDIVERSIFICATION
dc.subjectECONOMIC SHOCKS
dc.subjectEDUCATION DEVELOPMENT
dc.subjectEDUCATION LEVEL
dc.subjectEDUCATION LEVELS
dc.subjectEDUCATION TRUST
dc.subjectEDUCATIONAL ATTAINMENT
dc.subjectEMPLOYEE
dc.subjectEMPLOYER
dc.subjectEMPLOYER PENSION
dc.subjectEMPLOYMENT
dc.subjectEXCESSIVE DEBT
dc.subjectFAMILIES
dc.subjectFAMILY MEMBER
dc.subjectFINANCIAL ACCESS
dc.subjectFINANCIAL ASSETS
dc.subjectFINANCIAL BEHAVIOR
dc.subjectFINANCIAL BEHAVIORS
dc.subjectFINANCIAL CHOICES
dc.subjectFINANCIAL CONCEPTS
dc.subjectFINANCIAL CONSUMERS
dc.subjectFINANCIAL CRISIS
dc.subjectFINANCIAL DATA
dc.subjectFINANCIAL DECISION
dc.subjectFINANCIAL DECISIONS
dc.subjectFINANCIAL EDUCATION
dc.subjectFINANCIAL EDUCATION INITIATIVES
dc.subjectFINANCIAL EDUCATION PROGRAMS
dc.subjectFINANCIAL INFRASTRUCTURE
dc.subjectFINANCIAL INSTITUTION
dc.subjectFINANCIAL INSTITUTIONS
dc.subjectFINANCIAL INTERMEDIARIES
dc.subjectFINANCIAL INTERMEDIARY
dc.subjectFINANCIAL INVESTMENTS
dc.subjectFINANCIAL KNOWLEDGE
dc.subjectFINANCIAL LITERACY
dc.subjectFINANCIAL LITERACY SURVEY
dc.subjectFINANCIAL LITERACY TRAINING
dc.subjectFINANCIAL LIVES
dc.subjectFINANCIAL MANAGERS
dc.subjectFINANCIAL MATTERS
dc.subjectFINANCIAL PLANNING
dc.subjectFINANCIAL PLANS
dc.subjectFINANCIAL PRODUCT
dc.subjectFINANCIAL PRODUCTS
dc.subjectFINANCIAL SERVICE
dc.subjectFINANCIAL SERVICES
dc.subjectFINANCIAL SITUATIONS
dc.subjectFINANCIAL STABILITY
dc.subjectFINANCIAL SUPPORT
dc.subjectFORMAL FINANCIAL INSTITUTION
dc.subjectFORMAL FINANCIAL SERVICES
dc.subjectFORMAL SAVINGS
dc.subjectGENDER
dc.subjectGOVERNMENT PENSION
dc.subjectHEAD OF HOUSEHOLD
dc.subjectHEALTH INSURANCE
dc.subjectHOUSEHOLD EXPENDITURE
dc.subjectHOUSEHOLD EXPENSES
dc.subjectHOUSEHOLD FINANCES
dc.subjectHOUSEHOLD FINANCIAL DECISION
dc.subjectHOUSEHOLD FINANCIAL DECISION MAKING
dc.subjectHOUSEHOLD FINANCIAL DECISIONS
dc.subjectHOUSEHOLD FINANCIAL MANAGEMENT
dc.subjectHOUSEHOLD INCOMES
dc.subjectHOUSEHOLDS
dc.subjectHOUSEWIVES
dc.subjectINCOME
dc.subjectINCOME GROUP
dc.subjectINCOME GROUPS
dc.subjectINCOME LEVEL
dc.subjectINCOME LEVELS
dc.subjectINCOME SOURCE
dc.subjectINDIVIDUAL SAVINGS
dc.subjectINFLATION
dc.subjectINFORMAL BORROWING
dc.subjectINFORMAL CREDIT
dc.subjectINFORMAL ECONOMY
dc.subjectINFORMAL LOANS
dc.subjectINFORMAL SAVINGS
dc.subjectINFORMAL WORKERS
dc.subjectINFORMATION SYSTEM
dc.subjectINHERITANCE
dc.subjectINSURANCE
dc.subjectINTEREST RATE
dc.subjectINTEREST RATES
dc.subjectINTERNATIONAL BANK
dc.subjectJOB LOSS
dc.subjectKEY CHALLENGES
dc.subjectKNOWLEDGE LEVELS
dc.subjectLABOR FORCE
dc.subjectLESS FINANCIALLY LITERATE
dc.subjectLEVEL OF CONFIDENCE
dc.subjectLIFE EVENT
dc.subjectLIFE EVENTS
dc.subjectLIFE-CYCLE EVENTS
dc.subjectLITERACY
dc.subjectLIVING COSTS
dc.subjectLOAN
dc.subjectLOAN INSURANCE
dc.subjectLOAN REPAYMENT
dc.subjectLOANS FROM FAMILY
dc.subjectLONG-TERM GOALS
dc.subjectLOW INCOME
dc.subjectLOW INCOMES
dc.subjectLOW-INCOME
dc.subjectLOW-INCOME INDIVIDUALS
dc.subjectLOWER INCOME
dc.subjectLOWER-INCOME INDIVIDUALS
dc.subjectMARKETING
dc.subjectMASS MEDIA
dc.subjectMICROFINANCE
dc.subjectMICROFINANCE INSTITUTIONS
dc.subjectMICROINSURANCE
dc.subjectMIGRANT WORKERS
dc.subjectMONEY MANAGEMENT
dc.subjectMONEY MANAGERS
dc.subjectMONEY MATTERS
dc.subjectMONTHLY INCOME
dc.subjectMORTGAGE
dc.subjectMORTGAGE CREDIT
dc.subjectMORTGAGE LOAN
dc.subjectMUTUAL FUNDS
dc.subjectOTHER ASSETS
dc.subjectOUTREACH
dc.subjectPAWN
dc.subjectPAWN SHOP
dc.subjectPAWN SHOPS
dc.subjectPENSION
dc.subjectPENSION ACCOUNTS
dc.subjectPENSIONS
dc.subjectPERSONAL FINANCE
dc.subjectPOINT-OF-SALE
dc.subjectPREDATORY LENDING
dc.subjectPRIMARY EDUCATION
dc.subjectPRIMARY SAVINGS
dc.subjectPROSPERITY
dc.subjectPUBLIC CREDIT
dc.subjectPUBLIC FINANCE
dc.subjectPUBLIC SCHOOL
dc.subjectQUESTIONNAIRE
dc.subjectREMITTANCES
dc.subjectREPAYMENT
dc.subjectRETIRED
dc.subjectRETIREMENT
dc.subjectRETIREMENT ACCOUNT
dc.subjectRETIREMENT ACCOUNTS
dc.subjectRETIREMENT AGE
dc.subjectRETIREMENT PLANNING
dc.subjectSALE
dc.subjectSAVERS
dc.subjectSAVING BEHAVIOR
dc.subjectSAVINGS
dc.subjectSAVINGS ACCOUNT
dc.subjectSAVINGS ACCOUNTS
dc.subjectSAVINGS FOR RETIREMENT
dc.subjectSAVINGS MECHANISM
dc.subjectSAVINGS PRODUCT
dc.subjectSAVINGS PRODUCTS
dc.subjectSAVINGS SERVICES
dc.subjectSECONDARY EDUCATION
dc.subjectSECURITIES
dc.subjectSOCIAL ASSISTANCE
dc.subjectSOCIAL SECURITY
dc.subjectSOUND FINANCIAL DECISION
dc.subjectSOUND FINANCIAL DECISIONS
dc.subjectSOURCE OF INFORMATION
dc.subjectSOURCES OF CREDIT
dc.subjectSTAKEHOLDERS
dc.subjectSUBSIDIARY
dc.subjectTRADITIONAL BANKING
dc.subjectUNEXPECTED EXPENSE
dc.subjectUNEXPECTED EXPENSES
dc.subjectURBAN AREAS
dc.subjectVALUABLE
dc.subjectVALUE OF MONEY
dc.subjectVOLUNTARY SAVING
dc.subjectWOMAN
dc.subjectYOUNG ADULTS
dc.titleFinancial Capability in Mexico : Results from a National Survey on Financial Behaviors, Attitudes, and Knowledgeen
dc.titleCapacidades financieras en México : resultados de la encuesta nacional sobre comportamientos, actitudes y conocimientos financieroses
dc.title.alternativeCapacidades financieras en Mexico : resultados de la encuesta nacional sobre comportamientos, actitudes y conocimientos financierosen
dc.title.alternativeCapacidades financieras en Mexico : resultados de la encuesta nacional sobre comportamientos, actitudes y conocimientos financieroses
dspace.entity.typePublication
okr.date.disclosure2013-11-18
okr.date.doiregistration2025-05-07T09:56:53.328579Z
okr.doctypeEconomic & Sector Work::Other Financial Sector Study
okr.doctypeEconomic & Sector Work
okr.docurlhttp://documents.worldbank.org/curated/en/2013/11/18523527/financial-capability-mexico-results-national-survey-onbrfinancial-behaviors-attitudes-knowledge-financial-capability-mexico-results-national-survey-financial-behaviors-attitudes-knowledge
okr.globalpracticeFinance and Markets
okr.globalpracticeTransport and ICT
okr.globalpracticeTrade and Competitiveness
okr.guid957321468057260244
okr.guid653031468287158989
okr.identifier.externaldocumentum000333037_20131118103302
okr.identifier.internaldocumentum18523527
okr.identifier.report82134
okr.language.supporteden
okr.language.supportedes
okr.pdfurlhttp://www-wds.worldbank.org/external/default/WDSContentServer/WDSP/IB/2013/11/18/000333037_20131118103302/Rendered/PDF/821340ESW0whit00Box379873B00PUBLIC0.pdfen
okr.pdfurlhttp://documents.worldbank.org/curated/en/957321468057260244/pdf/821340Revised00Box379874B00SPANISH0.pdfes
okr.region.administrativeLatin America & Caribbean
okr.region.countryMexico
okr.sectorFinance
okr.sectorHealth and other social services::Other social services
okr.themeFinancial and private sector development::Other financial and private sector development
okr.themeSocial dev/gender/inclusion::Other social development
okr.topicFinance and Financial Sector Development::Access to Finance
okr.topicBanks and Banking Reform
okr.topicPrivate Sector Development::Emerging Markets
okr.topicPrivate Sector Development::E-Business
okr.topicFinance and Financial Sector Development::Financial Literacy
okr.txturlhttp://documents.worldbank.org/curated/en/957321468057260244/text/821340Revised00Box379874B00SPANISH0.txtes
okr.unitFinance & Private Sector (LCSPF)
okr.volume1 of 1
relation.isAuthorOfPublication471c8982-45ac-42cd-87d0-3e505bd1a972
relation.isAuthorOfPublication.latestForDiscovery471c8982-45ac-42cd-87d0-3e505bd1a972
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