IBKR Podcasts What’s the Real Cost of Financial Illiteracy?
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Nov 21, 2025 Gerry Perez, CEO of IBKR UK, champions financial literacy through innovative tools and programs. He discusses the alarming costs of financial illiteracy and shares insights on initiatives like the Student Trading Lab and InvestMentor app, designed to empower users of all ages. Gerry highlights the importance of practical education and lifelong learning, emphasizing the UK’s upcoming mandate for financial education in schools. He also reveals how AI tools can guide both beginners and seasoned investors in navigating portfolios.
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Brokerage As Educator
- Interactive Brokers positions itself as both a brokerage and an educator to bridge classroom learning and real-world investing.
- Their programs aim to reduce inequalities and empower individuals to manage finances confidently.
Student Trading Lab In Action
- The IBKR Student Trading Lab acted like a flight simulator for students at Queen Mary University with paper accounts and real-time simulations.
- Students from finance, IT, and maths used it and some later thanked Gerry Perez for shaping their careers and personal finances.
Learn With Bite-Sized Lessons
- Use the IBKR InvestMentor app for bite-sized lessons and quizzes that fit daily routines.
- Learn at your own pace to build confidence and protect yourself from scams.