From Financial Access to Empowerment: EBC Financial Group Educates 4,028 Aspiring Traders

Tackling inequality in investing with grassroots education and trader-focused training sessions becomes a core mission for EBC

MEXICO, July 22, 2025 /EINPresswire.com/ -- With inflation eroding household purchasing power and the peso’s volatility pushing more citizens to seek financial independence, interest in investing and trading is on the rise across Mexico. However, while market access has become more widespread, a deeper issue persists: many new investors lack the financial literacy required to make informed decisions. In this context, investing isn’t just an economic opportunity—it’s a crucial tool for addressing Mexico’s financial literacy gap and promoting responsible inclusion.

“There’s a real danger in mistaking access for empowerment,” said José Manuel Herrera, Regional Manager LATAM at EBC Financial Group (EBC). “People want to take control of their financial future, but without proper training, they risk making decisions that could set them back, not move them forward. That’s where financial confidence becomes critical to navigate uncertainties.”

A recent study titled “Inversiones emergentes en México: Comportamiento en 2022 y tendencias de inversión para 2023”, conducted by Flink in collaboration with Vifaru Casa de Bolsa, provides insight into the rise of interest in retail investing among young Mexicans. According to the report, nearly 70% of users are under 36 and showed a strong inclination towards purchasing shares in technology, consumption, and entertainment sectors during 2022. However, the study also revealed a 70% drop in transaction volume during periods of market volatility—highlighting how new investors often lack the financial education needed to navigate turbulent conditions. While the study is dated to 2022, the behavioural patterns it highlighted remain relevant today, underlining the urgent need for structured training and accessible guidance.

Recent data from BBVA’s 2024 National Financial Inclusion Survey supports this need: 76.5% of Mexican adults now hold at least one formal financial product, a significant increase of 8.7 percentage points since 2021. The proportion with savings accounts alone has climbed to 63.0%, up from 49.1% in 2021. This growth in financial product ownership reflects improved access, but without the necessary education, many individuals may still struggle to make informed use of these tools.

From Interest to Impact: EBC’s Educational Footprint in the Region

In response to this growing disparity between market access and market understanding, EBC has scaled up its commitment to financial education across Mexico and the broader LATAM region. Unlike trading platforms which are product-centric, EBC prioritises education-first engagement with communities of traders via-targeted education that not only grants them access to a suite of investments but also empowers them to make informed decisions in line with their investment goals.

From December 2023 to date, through 63 trader training sessions conducted across key markets such as Brazil, Mexico, Argentina, Peru, as well as regional webinars, EBC has provided practical education to 4,028 aspiring and early-stage traders. These sessions included a blend of webinars and in-person educational events, each designed to strengthen core competencies in areas such as risk management, market psychology, and strategic trading under volatile conditions. This multi-format and multi-market approach reflects EBC’s commitment to scalable, grassroots financial education across the LATAM region.

EBC’s commitment to empowering investment communities was further reflected at iFX EXPO LATAM 2025, where David Barrett, CEO of EBC Financial Group (UK) Ltd. and Diego Sosa, Country Manager for Mexicoled conversations on navigating uncertainty through informed, disciplined trading. With over 3,000 attendees across the two-day event and more than 100 participants in EBC’s sessions alone, the strong turnout highlighted both the regional appetite for trustworthy financial guidance and the growing visibility of EBC’s leadership in trading knowledge and education.

Barrett, joined a panel on global market outlook to discuss how currency volatility, interest rate shifts, and geopolitical tensions are shaping LATAM’s financial landscape. Meanwhile, Sosa, offered practical insights on how instruments like CFDs are used during turbulent market conditions. With discussions highlighting today’s persistent challenges in financial markets, EBC underscores how complexity continues to demand thoughtful, knowledge-based approaches — and why training remains at the core of its client-focused regional strategy.

Rather than applying a one-size-fits-all model, EBC tailors its initiatives based on local context and regulatory environments,focusing on sustainable, trust-based relationships. “Our goal is not just to educate, but to empower,” added Herrera. “That means transparency, critical thinking, and practical skills that help people make informed decisions—not speculative ones.”

The Road Ahead: Empowerment in Uncertain Times

In an era where digital trading platforms have made market access ubiquitous, financial literacy is no longer optional, it’s fundamental. While financial literacy remains a critical challenge, it is one that cannot be separated from the broader economic reality. As of May 2025, for example, Mexico’s financial environment reflects both risks and opportunities: the Bank of Mexico has implemented its third consecutive rate cut, bringing the benchmark rate to 8.50%, its lowest since August 2022. With US trade tensions and struggles GDP growth (0.2% in Q1), inflation stood at 3.93% in April—within the official target but still weighing on purchasing power, making investing and trading more sought-after assayable alternatives for income growth and preservation.

Disclaimer: This article reflects the observations of EBC Financial Group and all its global entities. It is not financial or investment advice. Trading in commodities and foreign exchange (FX) involves significant risk of loss, potentially exceeding your initial investment. Consult a qualified financial advisor before making any trading or investment decisions, as EBC Financial Group and its entities are not liable for any damages arising from reliance on this information.

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About EBC Financial Group  

Founded in London, EBC Financial Group (EBC) is a global brand known for its expertise in financial brokerage and asset management. Through its regulated entities operating across major financial jurisdictions—including the UK, Australia, the Cayman Islands, Mauritius, and others—EBC enables retail, professional, and institutional investors to access global markets and trading opportunities, including currencies, commodities, CFDs and more.

Trusted by investors in over 100 countries and honoured with global awards including multiple year recognition from World Finance, EBC is widely regarded as one of the world’s best brokers with titles including Best Trading Platform and Most Trusted Broker. With its strong regulatory standing and commitment to transparency, EBC has also been consistently ranked among the top brokers—trusted for its ability to deliver secure, innovative, and client-first trading solutions across competitive international markets.

EBC’s subsidiaries are licensed and regulated within their respective jurisdictions. EBC Financial Group (UK) Limited is regulated by the UK's Financial Conduct Authority (FCA); EBC Financial Group (Cayman) Limited is regulated by the Cayman Islands Monetary Authority (CIMA); EBC Financial Group (Australia) Pty Ltd, and EBC Asset Management Pty Ltd are regulated by Australia's Securities and Investments Commission (ASIC); EBC Financial (MU) Ltd is authorised and regulated by the Financial Services Commission Mauritius (FSC).

At the core of EBC are a team of industry veterans with over 40 years of experience in major financial institutions. Having navigated key economic cycles from the Plaza Accord and 2015 Swiss franc crisis to the market upheavals of the COVID-19 pandemic. We foster a culture where integrity, respect, and client asset security are paramount, ensuring that every investor relationship is handled with the utmost seriousness it deserves.

EBC is a proud official foreign exchange partner of FC Barcelona and continues to drive impactful partnerships to empower communities – namely through the UN Foundation’s United to Beat Malaria initiative, Oxford University’s Department of Economics, and a diverse range of partners to champion initiatives in global health, economics, education, and sustainability.

https://www.ebc.com/ 

Michelle Siow
EBC Financial Group
michelle.siow@ebc.com
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