2017 Financial History Workshop


Improving savings culture: A lifetime of financial education


​​The WSBI-ESBG 2017 Financial History Workshop will take place on Friday, 5 October 2017 in Madrid. Hosted by WSBI-ESBG Spanish member organisation CECA, the one-day workshop is designed to provide a forum for extensive discussion on new and innovative research on a very important and actual today for the savings and retail banks in Europe and worldwide.

Academics, professionals and other stakeholders are invited to submit paper for the workshop. 

Three main topics​​

  • ​​​Financial education of young people

In developing countries initiatives have been taken to boost financial education among youth and young adults. WSBI members are introducing youth savings accounts and school banking projects. Projects that sound familiar to historians! Why did those 19th and 20th century financial education intitiatives disappear in today’s Europe? ​

  • ​Importance of lifetime savings for everyone

Financial education is not something only for young people. Some would argue that financial education is a mindset needed by everyone, and to be used throughout one’s lifetime at moments such as saving for a home and other important life events.

  • ​The current level of financial literacy and how to improve it 

- Which tools are available for measuring the level of financial literacy and financial inclusion? 

- Which are the tools that can be conveyed to the European and national policy makers. Is there a correlation between financial literacy and financial               inclusion? 

- What was/is the political importance of financial education and financial literacy? 

Proposals dealing with any of these aspects, regardless of country or period in time are welcome. 

​Selected papers will be presented at workshop

The authors of each selected paper will be able to present their research work during a maximum of 15 minutes lecture during the workshop. The rest of the panel session is scheduled to be devoted to discussion among the panelists and all workshop participants. 


WSBI-ESBG will cover the travel and accommodation expenses for the authors of selected papers who are selected as workshop speakers. 

Paper Submissions

Those wishing to present a paper should provide an abstract ( a three- to five-page summary) of their research paper as well as an author biography by 
8 September 2017 by e-mail to financial.history@wsbi-esbg.org.

Those whose papers are selected for presentation will be notified by 15 September and are expected to provide a complete draft of the paper in a proper format (PDF) for the workshop no later than 1 October.  


Improving the culture of savings is an ongoing process. Financial education and financial literacy fall high on the priority list of savings and retail banks, European and national policymakers as well as international stakeholders like the OECD and Child and Youth Finance International. 

Questions and more information: 

Please e-mail workshop organiser Nancy Lockkamper, WSBI-ESBG, at financial.history@wsbi-esbg.org ​