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Beyond Financial Inclusion: Financial Health as a Global Framework

Over the course of 2016, Centre for Financial Services Innovation (CFSI), in collaboration with the Center for Financial Inclusion at Accion (CFI) and Dalberg’s Design Impact Group (DIG), evaluated hypotheses,  conducted research, convened thought-leaders, and tested assumptions, all for the purpose of determining the validity of financial health as a core concept internationally. Teams worked to understand the necessary adaptations such a model would require across borders, as well as the opportunities and use cases for such a framework. This Beyond Financial Inclusion report presents results of these efforts, finding that the core financial health framework resonates with consumers, practitioners, providers, and funders both in the U.S. and in the developing world.

Centre for Financial Inclusion
The Center for Financial Inclusion at Accion (CFI) engages and challenges the industry to better serve, protect and empower clients. We develop insights, advocate on behalf of clients and collaborate with stakeholders to achieve a comprehensive vision for financial inclusion. We are dedicated to enabling 3 billion people who are left out of – or poorly served by – the financial sector to improve their lives.

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