Humanities & Social Sciences Reviews
eISSN: 2395-6518, Vol 7, No 2, 2019, pp 376-383
https://doi.org/10.18510/hssr.2019.7244
376 |www.hssr.in © Thabet et al.
FINANCIAL LITERACY AMONG SME’S IN MALAYSIA
Omer Bin Thabet
1
, Atiqah Abd Manaf. Fazlin Ali
2
, Mazhar Kantakji
3
1
Universiti Kuala Lumpur, business school,
2
Universiti Putra Malaysia, Faculty of Agriculture
3
Universiti Kuala Lumpur, business school.
obt250@gmail.com
Article History: Received on 15
th
February 2019, Revised on 24
th
March 2019, Published on 20
th
July 2019
Abstract
Purpose of Study: The objective of this study is to investigate the financial literacy among the SMEs in food and beverage
sectors in Malaysia.
Methodology: Small and Medium Enterprises (SMEs) play an important role in countries’ economic growth. However,
the failure rate among SMEs getting higher. The literature stipulated that the lack of financial literacy is one of the main
reasons caused this failure.
Results: The results of 122 returned questionnaires shows that the socio-demographic factors such as age and marital
status have influenced SME’s financial literacy. Moreover, the financial attitude and financial behavior found to be
positively related to the financial literacy among the SMEs.
Keywords: Financial literacy, SME, Malaysia, business failure
INTRODUCTION
Recently, financial literacy received considerable attention on not only business level but individual and government levels.
This is because the financial illiteracy will lead to individual and business failure especially with incessant incidents of
global financial crisis that imply the risk that people and business across the world facing. Financial Literacy enables
individuals and business to comprehend the use and purposes of money and take wise financial decisions According to Van
Rooij et al. (2011) literacy is one of the major determinants of the success or failure of the business. Similarly, Greenspan
(2002) suggested that the financial literacy will help an individual know more how to manage their personal financial,
financial planning and know how to make strategic investment decisions for their long-term savings. For small and medium
enterprises (SME’s), the failure rate is too high in their first five years in many different countries. For instance, In Uni ted
State (US), a new business had a 48.4 % chance of surviving five years (Business Employment Dynamics, Bureau of Labor
Statistics, 2013). Similarly, in Australia the SMEs reported failure rate of 23% (Watson, 2003). The main reason for this
failure is the lack of these SME’s financial literacy (OECD, 2013). In Malaysia, according to the Department of Statistic
Malaysia (2017), the total number of SMEs establish in Malaysia were 907,065 units in 2016 with 37.1% contribution to
Malaysian GDP and providing 66% of total employment in the country. However, Ming-Yen et al. (2013) stated that the
failure rate among Malaysian SME’s was increased lately. Therefore, this paper tries to address the current level of the
main reasons caused this failure found in the literature (financial literacy) among SMEs in Malaysia.
LITERATURE REVIEW
Financial Literacy
Financial literacy plays a critical role in helping individual or entrepreneur to manage their money wisely. According to
Financial Corps (2014), the term financial literacy was first introduced in the USA in 1787 when John Adams wrote to
Thomas Jefferson about the rising financial distress in America. He said in the letter, this distress and confusion mainly
caused by the ignorance of financial matters among the people of America.
Lusardi (2008) and Lusardi and Olivia (2011a) defined financial literacy as the knowledge of basic financial concepts and
ability to do simple calculations on a more advanced definition. Organization for Economic Cooperation and Development
(OECD) combined both definitions earlier and refers financial literacy as knowledge and understanding of financial
concepts and risks, and the skills, motivation and confidence to apply such knowledge and understanding in order to make
effective decisions across a range of financial contexts, to improve the financial well-being of individuals and society, and
to enable participation in economic life (OECD, 2014). In other words, the above definition focused on three basic
dimensions of financial literacy which are financial knowledge, financial behavior and financial attitude. In line with
Agarwalla et al. (2013) and Potrich et al. (2015) this paper adopted the definition proposed by OECD.
Financial Behavior
Financial behavior is the way in which a person behaves with regards to the financial matters that may influence his
financial well-being. This includes measures on a person’s money management practice, saving behavior as well as
financial participation (OECD, 2013).
According to research, individuals with high financial behavior are more likely to participate in stock market and formal
financial markets for investment (Klapper and Panos, 2011; Jennifer and Chi, 2018) pay bills on time, anxiously evaluate
financial products, prefer savings than borrowings in crisis time, self-assess the affordability of products (Atkinson and