Funded and private pensions

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





 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.



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



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



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



Miss. Flore-Anne Messy, Principal Administrator, Financial Education, OECD


Mr. Sander Verbaan, Senior Policy Advisior, Ministry of Finance, The Netherlands


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



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



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




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