1 Panel 1 – Starting Effective Investor Education Programmes IFIE International Conference Washington Monday, 2 nd March 2009.

Slides:

Advertisements

Similar presentations

1 African ICT Roadmap to Achieve NEPAD Objectives Arusha, Tanzania, 1-3 April 2003 Roles of Government and ATU in the Implementation of NEPAD ICT objectives.

Advertisements

Dr. Ahmed Saad Chairman of Middle East North Africa (MENA) IFIE Regional Subcommittee, and Chief Advisor of the Egyptian Financial Supervisory Authority.

EAC HIGHER EDUCATION POLICY

Sarajevo, October 17,   The institution of the Unit was in line with the strategy adopted by the Italian Government in the Region and its work.

4-H Administrative Update 2006 Youth Development Institutes March 2006.

G. P. Garg. Agenda Background - National Strategy for Financial Education (NSFE) Development of NSFE document Benefits envisaged from NSFE implementation.

SEBI AND ITS ROLE AS REGULATOR CA PRATAP VISHNOI.

Entrepreneurship youth

COSRA Meeting Cartagena Capital Markets for SMEs and Corporate Governance Novo Mercado and BOVESPA MAIS Maria Helena Santana BOVESPA – Brazil’s Stock Exchange.

Adriatic MoS The MED-PCS project July 15, Rome PROMOTION OF "PORT COMMUNITY SYSTEM" IN MEDITERRANEAN TRAFFIC Vittorio Marzano Assistant professor.

Maria Helena Santana Conference on The Development of Stock Exchanges in Chile Santiago, June 26, 2008 Protecting those who invest in the future of Brazil.

1 w w w. c a p l a b. o r g. p e Rio de Janeiro, May 20 – 21, 2008 Panel 3: Developing and encouraging comprehensive policies, strategies, and services.

Marketing. Marketing is… … the strategy of bringing consumers and products together… …from product development to product delivery.

Bay Street 101 Preparation Session March 12, 2013.

The SHRM Foundation: Investing in the Future. What is the SHRM Foundation? Structure:  Nonprofit affiliate of the Society for Human Resource Management.

Communication strategy and techniques to launch InnovMed Dr. Fatma H. Sayed Vienna meeting 25 June 2007.

EVCA Guidelines and Good Practice in the Management of Privately Held Companies in the Private Equity and Venture Capital Industry 28 June 2005 Second.

1 “Promote Indigenous development by enhancing local Branding through primary, secondary and tertiary economic sector Cluster and Innovation Node ” BrandINode.

FEDERAL DEPOSIT INSURANCE CORPORATION 1 Training Start-Ups the Money Smart for Small Business Way A presentation for the Financial Literacy Leadership.

States and Government Companies Murilo Barella Brasília – 12 Março 2013.

Information and support for running European projects.

Investor Education Fund Financial Education in Schools- Opportunities and Challenges November 3,

E C P E F EUROPEAN COMMISSION’S TECHNICAL ASSISTANCE INSTITUTIONAL BUILDING PARTNERSHIP PROGRAMME “Support of women and youth entrepreneurship in remote.

Korea Game Development & Promotion Institute

BŁAŻEJ MODER PRESIDENT LODZ REGIONAL DEVELOPMENT AGENCY LODZ, OCTOBER 8, 2008 THE EU SUPPORT FOR REGIONAL DEVELOPMENT.

WFE Workshop on Leadership & Communications “What action – corporate communication roundtable” Tokyo Stock Exchange Group, Inc. February

The Cape Fear Capital Connection on MyTalker Radio. WMYT fm Monday, July 28, 2014 Curtis Wright and Thomas Vass Discuss: What Went Wrong With The.

Corporate Governance in the Caribbean Environment “The Caribbean Corporate Governance Forum” Trevor E Blake General Manager – ECSE.

European Commission Competitiveness and Innovation Framework Programme (CIP)

Mongolian Responsible Mining Centre presentation by Mr. O. Zorigt General manager of the MNMA.

1 Chapter 2 Flow and Sources of Real Estate Funds.

European Commission DG Education and Culture 1 L e a r n i n g The eLearning Programme e Seminar Networking eLearning practitioners Brussels 19th April.

Financial System By-Arbin Shrestha. What is Financial System? System that allows the transfer of money between savers and investors and borrowers. “A.

European Fund for Southeast Europe Microfinance and its Growth in Europe EFSE’s experience in SEE European Microfinance Network 2009 Conference.

Corporate governance and its practices in Shanghai Stock Exchange

©BANKSETA 2008 CABINET PORTFOLIO COMMITTEE 3 NOVEMBER 2009 ENABLING SKILLS DEVELOPMENT IN THE BANKING SECTOR BANKSETA.

International Seminar on Innovation and Development under Globalization: BRICS Experience Financial Innovation Discussion Cristiane Garcez Trivandrum,

1 SMEs – a priority for FP6 Barend Verachtert DG Research Unit B3 - Research and SMEs.

Entrepreunerial Mobilization for Innovation Ricardo Felizzola – HT MICRON.

FIN 402 Investment Fundamentals and Portfolio Management.

Starting Effective Investor Education Programmes Moderator John M. Gannon President, FINRA Investor Education Foundation and Senior Vice President for.

Overview of Corporate Finance Chapter 11 Highlights Sources of Funds for Corporate Financing –NPV and other techniques tell us what projects to invest.

The Certified Private Equity Professional (CPEP) Designation

Experiences of EPC 2006 Heikki Sirelius JTO School of Management Bucharest 3. of May, 2007.

SOCIAL PARTNERS AS BENEFICIARIES OF ESF – TUs training on effective use of resources from the European Social Fund Plamen DIMITROV – President of CITUB.

National Strategy of Financial Education - Czech Experience India-OECD-World Bank Financial Literacy and Education Trust Fund Dissemination Conference.

STARTING PRESSCONFERENCE UNDER PROJECT „Measures and instruments in support of cross-border business cooperation between Razgrad District and Giurgiu County”

FutureWorks An Economic Development Strategy and Action Plan for Northwest Pennsylvania.

National Information Communication Technologies Strategy Vasif Khalafov “National strategy” working group - Web -

The National Foundation for Science, Higher Education and Technological Development of the Republic of Croatia (NFS)

Trade Finance Financial Markets & Role of Banks in Financial Sector.

CLUSTERING PROJECT Oto Hudec Faculty of Economics Technical University of Košice.

Saint-Petersburg, 2008 Planet Capital Investment Group Presentation.

Mihai Iacob – junior researcher INSTITUTE OF EDUCATIONAL SCIENCES, Bucharest , Tallinn, Estonia Overview of the implementation of NQF in Romania.

Driving Innovation Connect & Catalyse The Cultural – Creative Industries Contemporary & Future Challenges Sian Brereton 24 th February 2010.

Medium Term Budget Policy Statement Presentation to: Joint Budget Committee 17 November 2003.

PRUDENTIAL INVESTMENTS >> MUTUAL FUNDS STRATEGIES FOR INVESTORS Speaker name Title Date WHAT IS A MUTUAL FUND?

Existing Programs to support development of micro-enterprise for informal economy workers and other poverty reduction programs 16 March 2012 Banyan tree.

Financial Supervisory Commission 1 The Development in Taiwan Capital Market Fiona Su Deputy-Director Securities and Futures Bureau, FSC, Taiwan September.

Exploitation means to use and benefit from something. For Erasmus+ this means maximising the potential of the funded activities, so that the results are.

2nd SME Conference (International)

ACE II Communication Strategy

2nd SME Conference (International)

Presentation Plan Overview of Kazakhstan’s small business sector

Senior Manager, MEDREG Secretariat

Do Now Activity: If you were old enough to play and win the Powerball Jackpot, what would you do with the money? How would you allocate your funds? JClarke.

Presentation transcript:

1 Panel 1 – Starting Effective Investor Education Programmes IFIE International Conference Washington Monday, 2 nd March 2009.

Public 2 The Objectives of ANBID ANBID – National Association of Investment Banks is the principal representative of the financial institutions operating in the Brazilian capital markets ANBID’s objective – strengthen the capital markets as an instrument for fostering Brazilian development Areas: History: Representation Regulating Market Activities Educating Investors and Market Professionals 1995 New Regulation for Investment Funds CB and CVM 2000 Code of Regulation and Best Practices for the Investment Funds 2002 Certification and Investors Education

Public 3 Funding of Education Initiatives Started in 2002 – ANBID’s Board decided to allocate part of the budget to develop educational programs 2003 – Self-regulation settlement raised US$ 750,000 (R$ 1.75 million) with the compromise to invest in Investors Education programs  1 st project: launch a website, brochures and broadcast radio programs After 2005 – All fines, settlements and moneys raised under ANBID’s Self Regulation activities revert to Investors Education initiatives  Projects: develop the website, brochures and academic studies

Public 4 “How to Invest?”- the creation of a brand Como Investir?: ANBID’s brand to promote Investors Education programmes through the delivery channels: website and brochures Initially developed one logo and the brand Defined the target audience: new investors, youth, university students Hired seasoned marketing professionals to develop the web site and brochures Hired products specialists and personal financial planners to write the content of the website and brochures

Public 5 “How to Invest?”- the creation of a brand Como Investir?: ANBID’s brand to promote Investors Education programmes

Public 6 Investors Education - Website The website mission is to become a benchmark by offering the most comprehensive and didactic information on the various investment alternatives in Brazil, such as mutual and hedge funds, equities, debentures, private and public bonds as well as highlighting the importance of financial planning. This website was developed and funded by ANBID.

Public 7 Investors Education - Website Contribute for the Investors Education encouraging a better understanding of investment characteristics; Demystify that investing is complex and equipping consumers with unbiased and free investment information; Disseminate knowledge of the mechanism to be used in households budgets; Areas: Personal Finance, Mutual Funds, Equities, Debentures and Market News; “Contact us” area for solving additional problems.

Public 8 “How to Invest?”- Investors and Students Guides Investors Guide: launched May 2005 brochures distributed: 200,000 distribution: partnership with financial institutions and specialized magazines Students Guide: launched May 2006 brochures distributed: 30,000 distribution: through Universities and events for students

Public Como Investir?: ANBID’s brand to promote Investors Education programmes  Language easy to understand for ordinary people 9 “How to Invest?”- Investors and Students Guides

Public 10 Financial Education – others initiatives Courses –Developed in partnership with renowned learning centers, with high quality standards for market professionals as well as introductory courses for the public at large Awards for Master and Doctorate students since 2005 –Aims to stimulate academic studies and projects in the Brazilian capital markets for students in Administration, Economics and Law –Website:

Public 11 Challenges Obtaining industry organization partners 1. National Strategy for Financial Literacy – Government initiative coordinated by the Brazilian Securities Commission (CVM)  ANBID is the writer of National Strategy for Financial Literacy – Investments Chapter with the cooperation of others entities 2. CVM Education Committee started in 2005: ANBID participates along with 5 associations and 1 company (BM&FBovespa)