IOSCO Publishes Strategic Framework for Investor Education and Financial Literacy

IOSCO published a final report, titled "Strategic Framework for Investor Education and Financial Literacy," that discusses IOSCO's strategic framework for promoting investor education and financial literacy.

In June 2013, IOSCO established the Committee on Retail Investors ("C8") for the purpose of conducting policy work on retail investor education and financial literacy. The final report lays out the C8's strategy, which includes:

  • reviewing IOSCO members' current practices and approaches to investor education and financial literacy, with a view to identifying effective techniques;
  • providing a forum for sharing information and experiences, mutual learning, and showcasing successful programs;
  • identifying emerging issues and themes in investor education and financial literacy, bringing them to the IOSCO Board's attention and, where appropriate, offering advice on managing these issues;
  • developing new and innovative approaches to investor education and financial literacy programing, and providing opportunities for cooperative approaches among jurisdictions; and
  • reviewing research and reports produced by other organizations and working with those organizations collaboratively, as appropriate.

See: Strategic Framework for Investor Education and Financial Literacy.

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