OVER 150 OF WORLD'S INVESTOR EDUCATION LEADERS GATHER TO LOOK AT CHANGING INVESTOR BEHAVIOR ACROSS LIFE STAGES
Joint IFIE/IOSCO Conference Co-sponsored by IIROC Commences in Toronto with Experts from North America, South America, Europe, the Middle East, Africa, and Asia Pacific.
TORONTO//June 20, 2013//To improve the financial literacy and capabilities of consumers and investors around the globe through all stages of life, the International Forum for Investor Education (IFIE) and the International Organization of Securities Commissions (IOSCO) today opened their fifth joint investor education conference in Toronto, Canada. Concluding Friday, the IFIE/IOSCO conference is hosted and co-sponsored by the Investment Industry Regulatory Organization of Canada (IIROC).
The full agenda, including panels, skills workshops and keynote speakers, may be viewed at http://bit.ly/18LsEsf.
With the theme of "Delivering Dynamic Financial Capability and Investor Education Programmes: Changing Behavior Across Life Stages," the event formally commenced at 11:30 a.m. with an address from IIROC President and CEO Susan Wolburgh Jenah, who also serves as the chair of IFIE.
Even before the IFIE-IOSCO conference officially opened, a Financial and Investor Education Programming Bootcamp was held this morning. The "bootcamp" was designed to be a "quick start" introduction or "basics" refresher for financial capability and investor education professionals, particularly those new to the field.
Throughout the conference, keynote and other major speakers will include:
Topics on the agenda include:
IFIE Chair and IIROC CEO Susan Wolburgh Jenah said: "Financial literacy and investor education is a universal cause that transcends boundaries. This conference will showcase successful programs in aid of inspiring new and creative ideas that can be adapted and applied in other jurisdictions."
IOSCO Secretary General David Wright said: "Developing financial literacy and education have never been so important. This is a global public good, par excellence, and there are fountains of local experience and knowledge that should be shared among practitioners. We must zero in on what works and be open to new thinking and approaches, such as drawing on what behavioural economics can teach us."
The IFIE/IOSCO conference offers attendees access to a global professional network of leading experts and key leaders and a chance to network both with those experts and with their investor education peers. Participants have a unique opportunity to share best practices and learn about new research, tips and tools for implementing effective financial education, financial capability and investor literacy/education initiatives within their countries and organizations.
IFIE/IOSCO 2013 Conference Programme Committee Chair Robert Stammers, director of Investor Education for the CFA Institute, said: "The committee was focused on presenting substantive issues and creating a high-level, engaging, and agenda setting conference that would serve the needs of investor education professionals globally."
The IFIE/IOSCO investor education conference is taking place in downtown Toronto at the Hilton Toronto hotel. The hotel also has views of the CN Tower, where conferees will enjoy dinner and spectacular views of the city on the evening of 20 June.
Confirmed conference speakers, panelists and other presenters include (in alphabetical order):
In addition to IIROC's co-sponsorship, the IFIE/IOSCO conference is also sponsored by the Financial Industry Regulatory Authority (United States), Securities Investor Protection Corporation (United States), CFA Institute (United States), CSI Global Education Inc. (Canada), Mutual Fund Dealers Association (Canada) and Investor Education Fund (Canada).
IFIE and IOSCO held their first joint conference in Madrid in 2007 followed by Washington, D.C., in 2009, and Cairo, Egypt in 2010. Most recently, IFIE and IOSCO held their fourth major conference in May 2012 in Seoul, South Korea.
ABOUT THE GROUPS
The International Forum for Investor Education (IFIE)-(http://www.ifie.org) is a global membership organization committed to strengthening resources and standards for financial capability and investor education within and across jurisdictions through: global conferences; webinars; surveys; a resource clearinghouse; and development and distribution of best practices, implementation strategies and leadership supports to help providers . IFIE also has global regional Chapter networks of members in Asia (AFIE), MENA (IFIE-MENA) and the Americas (IFIE Americas) who work together to develop and implement approaches to regional challenges in financial education, financial capability and investor education.
The International Organization of Securities Commissions (IOSCO), founded in 1983, is the international policy forum for securities regulators and is recognized as the international standard-setter for the financial securities sector (http://www.iosco.org). The organization's membership regulates more than 95 percent of the world's securities markets in over 110 jurisdictions. IOSCO members have resolved:
CONTACTS: Ailis Wolf, for IFIE, +1 (703) 276-3265 or firstname.lastname@example.org; Gary Tidwell, for IOSCO, +1 (212) 842 4756 or email@example.com; Carlta Vitzthum, for IOSCO, firstname.lastname@example.org; and Lucy Becker, for IIROC, +1 (416) 943-5870 or email@example.com.