The Organisation for Economic Co-operation and Development (OECD) has released an OECD International Network on Financial Education (OECD/INFE) survey instrument designed to measure individuals’ knowledge, attitudes and behaviours relating to climate-related risks with personal financial implications and to sustainable finance products. The instrument is intended to support comparable evidence for policymakers and other organisations, including to assess household preparedness for climate-related natural hazards, understanding of sustainability characteristics in financial products, and exposure to risks such as greenwashing. The survey package includes a questionnaire and methodological guidance, and is structured into four modules that can be used in full or in part. Modules 1 and 4 (mandatory) capture demographic and socio-economic characteristics, while Module 2 covers experience with climate-related natural hazards, coping strategies, information sources and climate-change risk perceptions, and Module 3 tests sustainable finance understanding (including ESG, green bonds and greenwashing), attitudes, holdings and motivations, as well as trust and behaviours around potential mis-selling and greenwashing. For international comparability, the OECD recommends representative sampling of adults aged 18 to 79 and a minimum achieved sample of 1,000 respondents per country (supported by an initial pool of around 1,700 valid contacts), with guidance on limited national adaptations such as product lists. The questionnaire was developed iteratively in 2024-2025 and piloted across six jurisdictions, with resulting revisions including simplification, shortening and the introduction of the modular structure. The OECD makes the instrument available for public use and invites institutions to coordinate with the OECD/INFE Secretariat to ensure they use the most up-to-date version, cite the instrument, and inform the Secretariat of publications using the resulting data. While no dedicated OECD-led data collection using the instrument is organised in 2026, users collecting representative national data are encouraged to consider permitting the OECD to use and/or share anonymised raw data for research and international comparisons.
OECD 2026-03-20
Organisation for Economic Co-operation and Development publishes OECD/INFE survey instrument on climate-related financial risks and sustainable finance literacy
The OECD has released a survey through its International Network on Financial Education to assess individuals' knowledge of climate-related financial risks and sustainable finance. Structured into four modules, it aims to provide comparable evidence for policymakers on household preparedness and understanding. The OECD encourages public use and coordination with its Secretariat for data sharing and updates.