CFA Bahamas

Financial Literacy Efforts

CFASB hosts a free Annual Financial Literacy Series on fundamental financial principles. Past topics include budgeting, investing, homeownership, pension and retirement, cryptocurrency. Series is typically held over 4 weeks. Presenters are CFASB members or other financial professionals. The past two years have been virtual, however we hope to return to in person sessions this year.

Target Audience

Adults, 18+

Types of Content

Social media, newspaper, email distribution, word of mouth

Long Term Objective

To improve the rate of saving and investing in the country and increase the number of persons saving for retirement.

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Velma Miller, Advocacy Chair –