Watch for an in-depth exploration of Latin America’s evolving financial landscape — from investor perceptions to technological disruption. This session uncovered the region’s untapped potential, analyzing macroeconomic and political contexts, demographic shifts, and the rise of fintech innovation. Discover how financial literacy, sustainable investing, and the growing influence of women and young investors are reshaping wealth management across LATAM. Learn why the transition from product-selling to holistic planning and the push for ethical standards and certification are vital for the next generation of advisors.
Key Themes Covered:
- Rethinking global perceptions of Latin America’s investment opportunities
- Navigating currency volatility and post-pandemic economic recovery
- Building financial literacy as a foundation for wealth creation
- Embracing fintech, digital transformation, and ESG-driven strategies
- Aligning with CAIA standards to elevate professional excellence in the region.
