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Attempts to systemize financial and economic education and financial literacy required by contemporary Japanese society

Research Project

Project/Area Number 15K13025
Research Category

Grant-in-Aid for Challenging Exploratory Research

Allocation TypeMulti-year Fund
Research Field Money/ Finance
Research InstitutionKobe University

Principal Investigator

YAMORI Nobuyoshi  神戸大学, 社会システムイノベーションセンター, 教授 (80220515)

Co-Investigator(Kenkyū-buntansha) 柳原 光芳  名古屋大学, 経済学研究科, 教授 (80298504)
Research Collaborator UEYAMA Hitoe  
KITANO Yuuji  
Project Period (FY) 2015-04-01 – 2017-03-31
Project Status Completed (Fiscal Year 2016)
Budget Amount *help
¥3,380,000 (Direct Cost: ¥2,600,000、Indirect Cost: ¥780,000)
Fiscal Year 2016: ¥1,690,000 (Direct Cost: ¥1,300,000、Indirect Cost: ¥390,000)
Fiscal Year 2015: ¥1,690,000 (Direct Cost: ¥1,300,000、Indirect Cost: ¥390,000)
Keywords金融経済教育 / 金融リテラシー / アンケート調査 / 金融トラブル / 金融行動 / 政策提言 / 中小企業経営者 / 経営力 / 高齢者 / 若年社会人 / 地方創生 / 地域格差 / 地域経済
Outline of Final Research Achievements

The Japanese government has begun various policy initiatives to improve financial and economic education and to enhance financial literacy in Japan. However, academic research on financial education and financial literacy has only just started in Japan, and basic research evidences for policy discussion are insufficient. Therefore, focusing on various social sectors of the economy, we conducted multiple surveys on the level of financial literacy, the contents of financial and economic education that had been received so far, and the characteristics of their financial behaviors. Then, based on the results, we made several policy recommendations.

Report

(3 results)
  • 2016 Annual Research Report   Final Research Report ( PDF )
  • 2015 Research-status Report
  • Research Products

    (8 results)

All 2016 2015

All Journal Article (6 results) (of which Acknowledgement Compliant: 2 results) Presentation (2 results) (of which Invited: 2 results)

  • [Journal Article] 保険加入時に比較する契約者の特徴と保険満足度―平成27年・生命保険に関する全国実態調査に基づく分析―2016

    • Author(s)
      家森信善
    • Journal Title

      保険学雑誌

      Volume: 635 Pages: 163-183

    • NAID

      130006321744

    • Related Report
      2016 Annual Research Report
  • [Journal Article] 多様化する金融チャネルと金融リテラシー―生命保険の加入チャネルの観点からの分析―2016

    • Author(s)
      家森信善
    • Journal Title

      個人金融

      Volume: 冬号 Pages: 52-60

    • Related Report
      2015 Research-status Report
    • Acknowledgement Compliant
  • [Journal Article] 生命保険加入者の保険知識の現状とその加入行動への影響―「平成27年・生命保険に関する全国実態調査」に基づく分析―2016

    • Author(s)
      家森信善
    • Journal Title

      生命保険論集

      Volume: 記念特別号 Pages: 81-104

    • Related Report
      2015 Research-status Report
  • [Journal Article] 金融リテラシーと住宅ローンの比較行動2016

    • Author(s)
      家森信善・上山仁恵
    • Journal Title

      ファイナンシャル・プランニング研究

      Volume: 15号 Pages: 4-12

    • Related Report
      2015 Research-status Report
    • Acknowledgement Compliant
  • [Journal Article] わが国の中学校および高等学校における保険教育の現状について2015

    • Author(s)
      家森信善
    • Journal Title

      生命保険論集

      Volume: 191号 Pages: 87-125

    • NAID

      40020527702

    • Related Report
      2015 Research-status Report
  • [Journal Article] 中学・高等学校における金融リテラシーと金融・保険教育の現状について―教員の意識調査に基づいて―2015

    • Author(s)
      家森信善
    • Journal Title

      保険学雑誌

      Volume: 630号 Pages: 139-159

    • NAID

      130006889451

    • Related Report
      2015 Research-status Report
  • [Presentation] 金融リテラシーと住宅ローンの比較行動2015

    • Author(s)
      家森信善
    • Organizer
      日本FP学会
    • Place of Presentation
      千葉商科大学
    • Year and Date
      2015-09-12
    • Related Report
      2015 Research-status Report
    • Invited
  • [Presentation] 金融リテラシーと住宅ローンの比較行動2015

    • Author(s)
      家森信善
    • Organizer
      日本応用経済学会
    • Place of Presentation
      九州産業大学
    • Year and Date
      2015-06-14
    • Related Report
      2015 Research-status Report
    • Invited

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Published: 2015-04-16   Modified: 2018-03-22  

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