Financial literacy is a fundamental skill that is essential to young people. Global leaders and policymakers have recognised its importance in enabling individual well being.

Earlier this year, we did a study to find out HK youth’s financial knowledge, behaviour, motivations, attitudes and financial education needs. We commissioned the research firm GfK to conduct a survey among 500 young people in Hong Kong of the ages 15 to 18.

Through understanding and presenting their level of financial literacy, we hope to supplement existing efforts in promoting financial education in Hong Kong. The Investor Education Center (IEC)’s “Hong Kong Financial Competency Framework” lays down the financial competencies that a young person aged 15 to 18 should have. Our study builds on this, and identifies specific areas of needs and makes policy recommendations to improve Hong Kong young people’s financial literacy.

To find out more, please click the links below:

Report | Executive Summary | Press Release | Survey


青年的理財知識與能力,會影響他們的財務狀況,甚至個人福祉,對青年的成長及未來,扮演著舉足輕重的角色。國際社會及世界各地的領袖都已把理財教育視之為政策要務之一。

今年較早前,我們進行了一項關於香港青年理財知識與能力的研究,委託了市場研究公司GfK,就受訪者的理財知識、行為、動機、態度,以及對理財教育的需要,訪問了500名15至18歲的香港青年。

我們希望籍這次研究,進一步推廣及加強香港的理財教育。投資者教育中心(IEC)出版的「香港金融理財能力架構」,介定了15-18歲青年應有的理財能力。是次研究應用IEC的架構,識別青年理財教育的特定需要,提出相應政策建議。

如欲了解詳情,可到以下連結:

報告全文(只有英文)研究摘要新聞稿問卷

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