Investor Education
One of the issues that plagues investor education and financial service professionals, who are focused on educating retail investors and have a vested interest in a better-informed client base, is that many individuals don’t perceive themselves as investors.
The combination of the financial crisis, events like the Libor scandal, and frequent news stories about financial organizations putting their interests above their clients, it is obvious why some investors may be concerned about the quality of advice and the motivations of their financial service providers.
Where should investors turn for investor education? The global investor-education community is very fragmented, with various organizations providing services at the national, jurisdictional or local level.
CFA Investor Education staff are at the IFIE/IOSCO investor education conference, which features regulators and leaders in investor education from around the world.
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