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Innovative Techniques for Delivering/Evaluating Programmes

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At the IFIE/IOSCO Global Investor Education Conference, we explored innovative techniques for delivering and evaluating investor protection campaigns. Key findings highlighted the profile of victims, demographic trends, risk factors associated with high-risk investments, and the common persuasion tactics used in investment fraud. Our three-part curriculum, “Outsmarting Investment Fraud,” focuses on understanding risks, recognizing persuasion tactics, and implementing prevention strategies. Evaluation results showed that participants in our seminar were 50% less likely to respond positively to fraud appeals, demonstrating the effectiveness of our educational resources.

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Innovative Techniques for Delivering/Evaluating Programmes

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  1. Innovative Techniques for Delivering/Evaluating Programmes IFIE/IOSCO Global Investor Education Conference November 9, 2010

  2. 1 Evaluating An Investor Protection Campaign 1

  3. What We Learned: Victim Profile Victim demographic trends: • Male • 55-65 years old • More financially literate • College-educated • Recent change in financial or health status • Higher income • Risk-takers 2

  4. What We Learned: Key Risk Factors Owning high-risk investments Relying on friends, family, co-workers for advice Being open to new investment information Failing to check background and registration of financial professional and product Being unable to spot persuasion 3

  5. What We Learned: Persuasion & Investment Fraud Analysis of over 300 undercover fraud tapes Most frequently used persuasion tactics: Phantom Riches Source Credibility Social Consensus Reciprocity Scarcity 4

  6. Response: “Outsmarting Investment Fraud” Three-part Curriculum: • Risk - Know the risk factors for investment fraud • Persuasion - Know the most common tactics used • Prevention - Know the most powerful fraud prevention strategies

  7. Impact: Evaluation of the Curriculum • Recruit investors to attend one of two workshops. • Deliver new curriculum to the first group, then put both groups in a hypothetical “fraud situation” • Measure difference in resistance to fraud appeal.

  8. Impact: Evaluation of the Curriculum Those who had been to the OIF seminar responded positively to the fraud appeal 50% less frequently than those who had not. 7

  9. 21 Delivering An Investor Protection Campaign 8

  10. Free Resources • Partner Toolkit • Curriculum CD • Flip Charts • Documentary • Handouts • Fighting Fraud 101 • Investor Kits • Playing Cards

  11. Partner Toolkit • Reaching your audience • Tips for conducting outreach • How to plan events • Event planning templates • How to use the Outsmarting Investment Fraud Curriculum • How to use the “Trick$ of the Trade” documentary • Outreach tools and materials

  12. Curriculum CD

  13. Flip Charts

  14. Documentary • 51 minute, broadcast quality documentary • Modeled after Outsmarting Investment Fraud curriculum • Features interviews with victims and con criminals • DVD Distribution • Public Television Distribution

  15. Where to Learn More • Fraud PreventionWeb Site: www.saveandinvest.org • Questions? John Gannon Senior Vice President FINRA Investor Education (202) 974-2842 john.gannon@finra.org 14

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