Planejar – Associação Brasileira de Planejamento Financeiro, FPSB’s Brazil Affiliate, is participating in World Investor Week (WIW) 2025, a global initiative promoted by the International Organization of Securities Commissions (IOSCO) and coordinated in Brazil by the CVM.
The goal is to disseminate financial education, raise awareness about risks, and promote best practices in financial planning, contributing to a more informed, conscious, and financially healthy society. From October 6 to 12, 2025, Planejar will lead three major initiatives, in partnership with strategic institutions, mobilizing CFP professional volunteers and impacting different audiences across the country. Activities include:
-
Financial Education for Youth in Belém (PA)
Planejar and Anbima join forces to bring financial education to students from the public school system in Belém. This activity will feature the use of the game ““Finanças em Jogo” (“Finances in Play”), combined wiwth the expertise of nine volunteer CFP professionals. The aim is to spark early interest in financial planning, encouraging more conscious and smarter financial decision-making.
- Location: Public schools in Belém (PA)
- Dates: 6-9 October 2025
- Audience: 1,000 public school students
- CFP professional volunteers: André Luis Santos, CFP; Arlindo Tavares Junior, CFP; Fabricio Lara, CFP; Fernando da Costa, CFP; Gilvane de Castro Elias, CFP; João Lucas Santos, CFP; Laira Lacerda Lima, CFP; Larrisa Alvares Souza, CFP; and Ramon Vital, CFP.
-
Financial Clinics at Vale do Anhangabaú
In São Paulo, Planejar will join B3 to offer free financial planning clinics to the public in the heart of the city. Throughout the week, CFP professionals will be available for individual consultations and practical guidance, helping people organize their financial situations and make informed decisions. The aim is to directly impact hundreds of Brazilians, reinforcing Planejar’s commitment to financial inclusion and social transformation thorugh knowledge.
- Location: Vale do Anhangabaú – São Paulo
- Dates: 6-11 October 2025
- Schedule: Mon-Fri 10:00 a.m. – 5:00 p.m. | Sat 10:00 a.m. – 2:00 p.m.
- Audience: General public
-
Live Session on Debt and Financial Recovery, Personal Financial Planning Organization and Savings, and Creating an Emergency Fund
To support IOSCO World Investor Week 2025, Planejar will host a live online event that focuses on protection against financial risks and fraud. The aim is to raise awareness about the importance of financial planning and an increasingly digital and challenging enviornment. The session will be conducted by Gustavo de Oliveira Barbosa Di Buono, CFP and will cover key financial risks and common scams, protective and preventive behavior and practical guidance to avoid financial losses.
- Platform: Planejar’s YouTube Channel
- Date: 8 October 2025
- Time: 7:00 p.m. – 8:00 p.m.
- Audience: General public
-
Lecture: Scams in Sight. How to Protect Yourself from Financial Fraud
Session 1:
-
- Location: Madre Madalena State School in Sao Jose do Inhacora | RS
- Date: 6 October 2025
- Time: 9:00 a.m.
Session 2:
- Location: Cardeal Pacelli State Institute of Education in Tres de Maio | RS
- Date: 6 October 2025
- Time: 8:30 p.m.
Session 3:
- Location: Unifbv Wyden in Recife | PE
- Date: 8 October 2025
- Time: 7:30 p.m.
Session 4:
- Platform: YouTube Planejar
- Date: 9 October 2025
- Time: 9:00 p.m.
Session 5:
- Location: Etiene Medeiros Institute in Recife | PE
- Date: 10 October 2025
- Time: 3:00 p.m.
Through these three activities, Planejar is reinforcing its role as a key driver of financial education and planning in Brazil, mobilizing CFP professional volunteers, strategic partners and society around a common goal: promoting more conscious financial decisions and building a more financial secure society.