In the Autumn 2008 Issue ...


President's Message

Welcome to the latest quarterly e-newsletter issue from the International Forum for Investor Education!

As you are reading this, the full impact of the financial market downturn and related credit crunch is still making itself known.

Recently, I had the pleasure of sitting on a panel at the ABS (Asset Backed Securities) East Conference entitled "Transparency and Restoring Investor Confidence." Of course, this was primarily designed to address institutional investor confidence but the theme and answers really cover all investors: Deliver quality market information € use effective education techniques to ensure in-depth understanding € and global investor confidence will return.


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As retail investors, including those approaching retirement, continue to experience volatility on a scale not seen before in their lifetimes, IFIE members will be among those who need to help restore calm and maintain an appropriate perspective on these events.

Two upcoming IFIE events will be important opportunities for you to join us in that process:

  • The 4 December 2008 IFIE investor education Webinar titled "RESTORING INVESTOR CONFIDENCE -- HOW INVESTOR EDUCATION CAN HELP REBUILT TRUST IN MARKETS" will help investor professionals in markets around the globe tackle the challenge now in front of us. I hope that you will consider joining us for this timely and informative session.
  • On 2-3 March 2009, IFIE will once again team up with the International Organization of Securities Commissions (IOSCO) for a joint conference in Washington, D.C.: "INVESTOR EDUCATION: CREATING AND DELIVERING SUCCESSFUL PROGRAMMES." Please visit this conference news page to read the full IFIE/IOSCO agenda and to register online for the conference.

Thanks in advance for getting involved in the important work of IFIE!

Steven A. Joachim
International Forum for Investor Education

Focus on: IFIE/IOSCO 2009 Conference

Titled "INVESTOR EDUCATION: CREATING AND DELIVERING SUCCESSFUL PROGRAMMES," the second joint investor education conference of the International Forum for Investor Education (IFIE) and the International Organization of Securities Commissions (IOSCO) will be held 2-3 March 2009 in Washington, D.C. The 2009 IFIE/IOSCO investor education conference is building on the success of the organizations' first joint conference in late 2007 in Madrid, Spain.

Please make plans now to attend this major IFIE/IOSCO conference on the best ways to establish new investor education programmes € and to strengthen those programmes already in existence. This will be a unique opportunity to learn from and network with the world's leading experts on investor education.

Conference attendees will be limited to 135 and advance registration is strongly recommended.

Early-bird conference rates and other registration details are available on If you are interested in this event and would like to be contacted with more information once registration is open, please click here. If you have specific questions about registration and lodging, please email

Conference sponsorship opportunities are still available. For more information about becoming a conference sponsor, please contact Ailis Aaron Wolf at +1 (703) 276-3265 or

Investor education around the globe

The Investor Education Fund is a not-for-profit organization funded by the Ontario Securities Commission. Its goal is to improve financial literacy for all Canadians. Through the Fund's teacher program, "Taking Stock in Your Future," young Canadians develop better money management skills. The Fund works with communities to improve financial knowledge by underwriting customized financial education programs. The organization also provides unbiased and jargon-free content and easy-to use financial tools so consumers can successfully manage their finances.

The Oslo Bors offers brochures to educate both domestic and foreign investors both about the Norwegian Stock Market and about some specific market sectors. One brochure provides a brief introduction to Oslo Alternative Bond Market (ABM), a marketplace for listing and trading of bonds and certificates. Oslo ABM is not regulated by nor licensed under the Stock Exchange Act, but is administered and organised by Oslo Børs. The brochure gives a brief description of the marketplace in general as well as a summary of the listing requirements and the member conditions. The brochure is available in Norwegian and English.

IFIE member profile:


The Capital Market Authority (CMA) is the government agency responsible for regulating Egypt's securities markets. The Authority's primary mandates are to protect investors and to encourage the development of efficient, orderly, and well-regulated primary and secondary markets for securities. Formed in the late-19th and early 20th centuries, Egypt's stock exchanges are among the oldest in the world. The Capital Market Authority continues to lead the development of a more robust infrastructure, reducing risks to investors and increasing their confidence in Egypt's securities markets. The strategic mission of the Capital Market Authority is the protection of the investors, the development of the capital market, the preservation of its fairness, the limitation of market risks and application of principles of justice and transparency.

The Capital Market Authority (CMA) is seeking to develop Egyptian capital markets to be more efficient and competitive for attracting and directing both local and foreign savings for investment in Egypt. This approach is achieved through the application of international standards and practices in leading and emerging capital markets, and so that the Egyptian capital market becomes a pioneer on the regional level among the Middle East and the Arab countries. The CMA also endeavors to enhance its performance and boost its ability and efficiency according to the highest international practices through developing legislations, rules and systems of the CMA's internal work. For more information, visit the CMA Web site.