15-16 December 2009, Rio de Janeiro, Brazil
This conference sought to advance and elevate the dialogue on financial education in the international arena, with a particular focus on Latin America. Participants shared experiences on best practices and discuss applied research. Topics for discussion included:
- National financial education strategies in Latin America
- Assessment of financial literacy and inclusion
- Financial education at schools: programmes and evaluation
- Individuals’ behaviours as regards pensions issues: needs and challenges
- Households’ budget management: financial education on credit and investment
- Outreaching wide audience and targeted groups: means and programmes.
This conference was co-organised by the OECD and the Securities and Exchange Commission of Brazil (Comissão de Valores Mobiliário CVM), with sponsorship from the Government of Japan.
Documentation | Speakers presentations and CVs | Other information
Documentation |
Day 1, Tuesday 15 December 2009
Keynote address:
Financial Education Issues and Challenges in Latin America by Dr. Kenneth Coates, Director General, Centre of Latin American Monetary Studies (CEMLA)
Session I: National Financial Education Strategies in Latin America: Rationale and Purpose
Moderator: Mr. Donald A. Stewart, Chair of the Canada’s Task Force on Financial Literacy and Chief Executive Officer of Sun Life Financial Inc.
Speakers:
Mr. José Alexandre Cavalcanti Vasco, Head, Education and Investor Assistance Department, CVM, Brazil
Mr. Germán Saldivar, Deputy General Director of Savings and Financial Regulation, Ministry of Finance and Public Credit, Mexico
Ms.Olivia Davids, Head of Department, Consumer Education, Financial Service Board, South Africa
Session II: Financial literacy baseline surveys: assessing needs and gaps to support the development of national strategies
Moderator: Mr. André Laboul, Head of the Financial Affairs Division, OECD
Speakers:
Ms. Elaine Kempson, OECD Consultant
Mr. Marc LeBrun, Director General of the Canada Education Savings Program, Canada
Mr. John Gannon, Senior Vice President, Office of Investor Education, Financial Industry Regulatory Authority (FINRA), and Mrs. Annamaria Lusardi, Prof. Dartmouth University, United States
Session III: Reaching out a wide audience and targeted groups:
Development of tailored financial products, delivery channels and programmes
Moderator: Dr. K.C. Chakrabarty, Deputy Governor, Reserve Bank of India
Speakers:
Ms. Jennefer Sebstad, Senior Advisor, Microfinance opportunities
Mr. John Gannon,Senior Vice President, Office of Investor Education, Financial Industry Regulatory Authority (FINRA)
Miss. Flore-Anne Messy, Principal Administrator, Financial Education, OECD
Keynote address:
Financial Education and Behavioral Economics by Dr. Eldar Shafir, Professor, Princeton University
Day 2, Wednesday 16 December 2009
Session IV: Nurturing financially capable individuals through financial education at schools: Programmes and Evaluation
Moderator: Ms. Maria Helena dos Santos Fernandes de Santana, Chair, CVM, Brazil
Speakers:
Miss. Flore-Anne Messy, Principal Administrator, Financial Education, OECD
Mr. Sander Verbaan, Senior Policy Advisior, Ministry of Finance, The Netherlands
Ms. Diana Crossan, Retirement Commissioner, New Zealand
Mr. Brent Neiser, Director of Strategic Programs and Alliances, National Endowment for Financial Education
Session V: Fostering better management of households' budget: Credit & Investment
Moderator: Mr. Hans-Helmut Kotz, Member of the Bundesbank Executive Board and Chair of the OECD Committee on Financial Market
Speakers:
Mr. Bruno Levesque, OECD Project Manager Financial Education
Mrs. Annamaria Lusardi, Prof. Dartmouth University, United States
Mr. Marcelo Fidêncio Giufrida, Chairman of the Brazilian Financial and Capital Markets Association, ANBIMA
Session VI: Changing individuals' behaviours as regards pensions issues: Needs and challenges
Moderator: Mr. Ricardo Pena Pinheiro, National Secretary for Pension Funds, Secretariat for Pension Funds, Brazil
Speakers:
Mr. Ross Jones, Australian Prudential Regulatory Authority (APRA), Australia and Vice Chair of the OECD Working Party on Private Pensions
Ms. Rose Musonye Kwena, Head, Corporate Communications, Retirement Benefits Authority (RBA), Kenya
Mr. Edward B. Johns, Jr. Associate Director, International Affairs, American Association of Retired Persons (AARP)
Documents connexes