Training vs. informal financial services
for the promotion of financial literacy
and inclusion in Uganda
Colin Agabalinda and William F. Steel
Abstract: Financial education aims to promote financial inclusion by
increasing understanding and use of formal financial services. Despite
such training, participation in informal financial practices remains high
relative to formal ones in countries like Uganda. A cross-sectional sample
survey of economically active urban financial service users is used to
test whether financial education through formal training is associated
with financial literacy (FL) and FL is associated with increased use
of financial services, especially formal ones. The findings indicate that
formal financial training is significantly associated with FL, and that
higher FL is associated with higher use of both formal and informal
financial services. The unexpectedly strong association of the use of
informal financial services with financial literacy suggests that informal
financial services may have a more complementary role than a simple
model of financial formalization would imply. The study suggests that
promoting informal financial services may be more efficient in raising
financial literacy and inclusion than financial training.
Keywords: financial inclusion, financial literacy, informal finance, formal finance,
training
Introduction
Financial inclusion is a multi-dimensional, pro-client concept, encompassing better
access, products, and use of financial services. the focus is on accounts in regulated
formal financial institutions, although studies in many countries, including uganda,
also recognize informal financial inclusion to reflect the dualism in the financial
sector. a wide range of supply-side initiatives is employed to improve the outreach
of formal financial institutions, while financial education is seen as a solution
to addressing demand-side barriers to formal financial inclusion. conceptually,
it is believed that through financial education, individuals can acquire financial
literacy; that is, the knowledge, skills, and attitudes necessary to make beneficial
use of formal financial services to improve their wellbeing. the motivation for
this study was to empirically assess the relationship between financial education,
financial literacy, and use of financial services in a setting where financial services
are readily available.
Enterprise Development and Microfinance, 32:1–2, 107–122
<http://dx.doi.org/10.3362/1755-1986.20-00011>
Colin Agabalinda (colina_ug@yahoo.com) Ministry of Finance, Planning and Economic Development,
Uganda; William F. Steel (wsteel@steel2.net), Adjunct Professor, Institute of Statistical,
Social and Economic Research, University of Ghana
© Practical Action Publishing, 2021, www.practicalactionpublishing.com, ISSN: 1755-1978/1755-1986
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