December 07, 2012
Manila, Philippines
On December 7th, 2012, a select number of practitioners attending the ninth annual Citi-FT Financial Education Summit (5-6 December 2012 in Manila) participated in a workshop on randomized evaluations to improve financial capability. The workshop was organized by the IPA Philippines office and the Citi IPA Financial Capability Research Fund, supported by the Citi Foundation.

During the workshop, participants engaged in hands-on, group-based case studies to:

  • Learn more about randomized controlled trials (RCTs) and appropriate applications to financial product design and evaluation; 

    gfii_phconf_1-250x250.jpg, by henry
  • Receive information about upcoming funding opportunities available through the Citi IPA Financial Capability Research Fund supported by the Citi Foundation;

  • Network with peers and other institutions implementing programs and initiatives to improve the ability of individuals to make financial decisions and meet their financial goals.

Workshop Agenda

Introduction: Introduction to IPA, GFII, and Workshop Goals

Session 1: Evaluation and Theory of Change

Group Case Study I: Financial Literacy Training Part A

Session 2: Randomization (Part I): Why?

Session 3: Randomization (Part II): When and How?

Group Case Study II: Financial Literacy Training Part B and Blank Theory of Change Table

Session 4: Research in Financial Capability (Presentation 1 and Presentation 2)

Participant List