Beyond Financial Inclusion: Financial Health as a Global Framework

Categories : Customer and Users of Digital Payments, Financial inclusion


Author: Centre for Financial Inclusion

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.