Financial markets

OECD-Brazilian International Conference on Financial Education

 

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 CVsOther information

 

 Documentation

 

 

 Speakers Presentations and CVs

 

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)

 

 

 Other information

 

 

 

 

 

Countries list

  • Afghanistan
  • Albania
  • Algeria
  • Andorra
  • Angola
  • Anguilla
  • Antigua and Barbuda
  • Argentina
  • Armenia
  • Aruba
  • Australia
  • Austria
  • Azerbaijan
  • Bahamas
  • Bahrain
  • Bangladesh
  • Barbados
  • Belarus
  • Belgium
  • Belize
  • Benin
  • Bermuda
  • Bhutan
  • Bolivia
  • Bosnia and Herzegovina
  • Botswana
  • Brazil
  • Brunei Darussalam
  • Bulgaria
  • Burkina Faso
  • Burundi
  • Cambodia
  • Cameroon
  • Canada
  • Cape Verde
  • Cayman Islands
  • Central African Republic
  • Chad
  • Chile
  • China (People’s Republic of)
  • Chinese Taipei
  • Colombia
  • Comoros
  • Congo
  • Cook Islands
  • Costa Rica
  • Croatia
  • Cuba
  • Cyprus
  • Czech Republic
  • Côte d'Ivoire
  • Democratic People's Republic of Korea
  • Democratic Republic of the Congo
  • Denmark
  • Djibouti
  • Dominica
  • Dominican Republic
  • Ecuador
  • Egypt
  • El Salvador
  • Equatorial Guinea
  • Eritrea
  • Estonia
  • Ethiopia
  • European Union
  • Faeroe Islands
  • Fiji
  • Finland
  • Former Yugoslav Republic of Macedonia (FYROM)
  • France
  • French Guiana
  • Gabon
  • Gambia
  • Georgia
  • Germany
  • Ghana
  • Gibraltar
  • Greece
  • Greenland
  • Grenada
  • Guatemala
  • Guernsey
  • Guinea
  • Guinea-Bissau
  • Guyana
  • Haiti
  • Honduras
  • Hong Kong, China
  • Hungary
  • Iceland
  • India
  • Indonesia
  • Iraq
  • Ireland
  • Islamic Republic of Iran
  • Isle of Man
  • Israel
  • Italy
  • Jamaica
  • Japan
  • Jersey
  • Jordan
  • Kazakhstan
  • Kenya
  • Kiribati
  • Korea
  • Kuwait
  • Kyrgyzstan
  • Lao People's Democratic Republic
  • Latvia
  • Lebanon
  • Lesotho
  • Liberia
  • Libya
  • Liechtenstein
  • Lithuania
  • Luxembourg
  • Macao (China)
  • Madagascar
  • Malawi
  • Malaysia
  • Maldives
  • Mali
  • Malta
  • Marshall Islands
  • Mauritania
  • Mauritius
  • Mayotte
  • Mexico
  • Micronesia (Federated States of)
  • Moldova
  • Monaco
  • Mongolia
  • Montenegro
  • Montserrat
  • Morocco
  • Mozambique
  • Myanmar
  • Namibia
  • Nauru
  • Nepal
  • Netherlands
  • Netherlands Antilles
  • New Zealand
  • Nicaragua
  • Niger
  • Nigeria
  • Niue
  • Norway
  • Oman
  • Pakistan
  • Palau
  • Palestinian Administered Areas
  • Panama
  • Papua New Guinea
  • Paraguay
  • Peru
  • Philippines
  • Poland
  • Portugal
  • Puerto Rico
  • Qatar
  • Romania
  • Russian Federation
  • Rwanda
  • Saint Helena
  • Saint Kitts and Nevis
  • Saint Lucia
  • Saint Vincent and the Grenadines
  • Samoa
  • San Marino
  • Sao Tome and Principe
  • Saudi Arabia
  • Senegal
  • Serbia
  • Serbia and Montenegro (pre-June 2006)
  • Seychelles
  • Sierra Leone
  • Singapore
  • Slovak Republic
  • Slovenia
  • Solomon Islands
  • Somalia
  • South Africa
  • South Sudan
  • Spain
  • Sri Lanka
  • Sudan
  • Suriname
  • Swaziland
  • Sweden
  • Switzerland
  • Syrian Arab Republic
  • Tajikistan
  • Tanzania
  • Thailand
  • Timor-Leste
  • Togo
  • Tokelau
  • Tonga
  • Trinidad and Tobago
  • Tunisia
  • Turkey
  • Turkmenistan
  • Turks and Caicos Islands
  • Tuvalu
  • Uganda
  • Ukraine
  • United Arab Emirates
  • United Kingdom
  • United States
  • United States Virgin Islands
  • Uruguay
  • Uzbekistan
  • Vanuatu
  • Venezuela
  • Vietnam
  • Virgin Islands (UK)
  • Wallis and Futuna Islands
  • Western Sahara
  • Yemen
  • Zambia
  • Zimbabwe