|
|
| 08:00
– 09:00 |
Registration |
| 09:00
– 09:15 |
Welcome
and introduction by the Programme Director, Mark Napier, CEO
of FinMark Trust |
| Session
1: The financial education needs of South African consumers |
| 10:00
– 11:15 |
Chairperson:
Manie Van Schalkwyk, The Credit Information Ombud |
| |
| Panel: |
|
| • |
Illana
Melzer, 80/20: What do we know about financial literacy
in South Africa? |
| • |
Peter
Setou, NCR: Experience in financial education –
What are the financial needs and priorities? |
|
| 11:15–11:45 |
Refreshment
Break |
| Session
2: The role of the State in financial education |
| 11:45
– 13:30 |
Chairperson:
Karin Coode, Director: Consumer Education, the dti |
| |
| Panel: |
|
| • |
Olivia
Davids, Head of Consumer Education, Financial Services
Board (FSB): The role of
regulators and the FSB in financial education |
| • |
Edward
Mosuwe, Chief Director Schools: Consumer financial education
in schools – Challenges and achievements |
| • |
Fati
Manamela, Chief Director - Consumer Affairs and Business
Compliance, Gauteng Department of Economic Development:
The actual and potential contribution of provinces to
financial education |
| • |
Cas
Coovadia: The role of the State in financial education
– What are the gaps? |
|
| 13:30
– 14:15 |
Lunch
Break |
| Session
3: The contribution of financial service providers to financial
education |
| 14:15
– 16:00 |
Chairperson:
Mmagoshi Phetla, CEO, South African Savings Institute |
| |
| Panel: |
|
| • |
Viviene
Pearson, Manager: Image and Reputation, SAIA: Financial
education: competitive or collaborative |
| • |
John
Bellis, General Manager: Customer Solutions, TEBA Bank:
Integrating financial education into the business model. |
| • |
Rob
Rusconi, FinMark Trust: What is happening in the pensions
environment |
| • |
Gerda
Piprek, FinMark Trust: Taking stock of the private sector’s
contribution |
|
| Session
4: Asking key questions |
| 16:00
– 16:30 |
Group
activity: What should the respective roles of government,
business and community be? Are there gaps in addressing consumer’s
financial education needs? |
| 16:30
– 17:00 |
Address
by Trevor Manuel, MP, Minister of Finance |
| 17:00
– 18:30 |
Cocktail
function |
| |
|
| 09:00
– 09:15 |
Welcome
by the Programme Director Mark Napier, CEO of FinMark Trust
|
| Session
5: Measuring the impact of financial education programmes |
| 09:15
– 10:45 |
Chairperson:
Gerry Anderson, Deputy Chief Executive, FSB |
| |
| Panel: |
|
| • |
Bruno
Lévesque, Principal Administrator: Financial Education,
OECD: Recent conclusions on the measurement of impact
|
| • |
Illana
Melzer, 80/20: Initial thoughts on indicators for financial
literacy in South Africa |
| • |
Riah
Phiyega, Group Executive: Group Public Affairs at ABSA:
Current approaches to and challenges in measuring impact |
| • |
Dr
Kirston Greenop, Mindset: Lessons learnt from measuring
the impact of financial education programmes |
|
| 10:45
– 11:00 |
Refreshment
Break |
| Session
6: Lessons for developing and implementing a financial education
strategy |
| 11:00
– 12:30 |
Chairperson:
Ebrahim Mohamed, Chief Director: Office of Consumer Protection,
the dti |
| |
| Panel: |
|
| • |
Bruno
Lévesque, Principal Administrator: Financial Education,
OECD: What’s happening around the world? Lessons
for South Africa |
| • |
Tukisang
Senne, Mindset: Practical experience in implementing financial
education – What works? |
| • |
Diana Crossan, Retirement Commissioner: The process and
content of the New Zealand Financial Literacy strategy
(video). |
|
| 12:30
– 13:15 |
Lunch
Break |
| Session
7: Towards a financial education strategy for South Africa |
| 13:15
– 15:00 |
Group
Work (4 groups)
Vision for financial education, key components of and priorities
for a financial education strategy |
| 15:00
– 15:15 |
Refreshment
Break |
| 15:15
– 16:30 |
Group
presentations to panel |
| |
| Panel: |
|
•
Diane Terblanche, Consumer Tribunal
• Jeremy Leach, Hollard Insurance Group
• Tukisang Senne, Mindset
• Dawn Jackson, You and Your Money
• Koko Monama, National Treasury |
|
| 16:30
– 17:00 |
Way
forward and closure by Mark Napier, FinMark Trust |
| |
|
