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CMVM debates the present and the future of capital market literacy in Portugal


​19 May 2021

On 25 May, the CMVM promotes a debate on “Literacy on the Capital Markets in Portugal: Findings and Challenges”, and which is based on the results of one of the most complete surveys ever conducted on specific financial literacy on capital markets in our country.

Financial literacy is essential for developing a more informed society, for making financial decisions with better and greater knowledge and for investor confidence. These are vital components of the much-needed contribution of the capital markets for financing the economy and its recovery.

The opening remarks of the event will be delivered by His Excellency the President of the Portuguese Republic, Professor Marcelo Rebelo de Sousa, followed by the address of Elisa Ferreira, European Commissioner for Cohesion and Reforms.

The presentation of the survey will be made by the consultant who led this work, Pierre Hausemer, Managing Director of Valdani Vicari & Associati.

We will have Diogo Luís, Financial Advisor, Rui Bairrada, CEO of Doutor Finanças, Celina Carrigy, Secretary of the CMVM Management, Pedro Brito, Moderator of the financial literacy group on Reddit and Bárbara Barroso, CEO of Money Lab, debating financial literacy and its development and challenges. The journalist, Helena Garrido will moderate the debate.

The survey included a sample of 15,173 individuals, representative of the Portuguese population by gender, age, location size and geography. It was conducted between late 2020 and early 2021 in the context of the pandemic. The questions in the survey focused on the characterisation of the investor's profile in Portugal, their financial situation and stances, knowledge about financial topics and information sources used, among others.  The findings of this survey will inform a set of financial literacy initiatives focused on responding to the challenges identified during the course of this work.  

The survey is an initiative of the CMVM supported by the European Commission’s Directorate-General for Structural Reform Support under Community funding for promoting structural reforms.

This event is part of the CMVM's 30th anniversary celebration programme, which began in late April and contributed to highlighting some of the milestones in the development of the CMVM over the past three decades; beginning with institutional consolidation in the 1990s, followed by the strengthening of the regulatory framework and information and support for investors in the first 10 years of this century and, in the last 10 years, crisis response and contributions to simplification, financial innovation and EU Capital Markets Union.



  • To register for the literacy seminar access this link

  • For more information on the events of the 30th anniversary access this link