How to become a competent investor

Good Investments are the results of knowledge and competencies, not luck.

Published by the Board of International Organization of Securities Commissions (IOSCO) and the Secretary General of the Organisation for Economic Co-operation and Development (OECD), the “Core Competencies Framework on Financial Literacy for Investors” (The Framework) is a guidance tool to support the development and implementation of investor education initiatives worldwide. The Framework identifies the desirable investor competencies covering investment knowledge, behaviours and attitudes. Content areas include basic investing principles and concepts; investment product attributes; buying/selling process of investment products; owning investment holdings; investor rights and responsibilities; behavioural biases related to investing; and investment scams and frauds.