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Resource Center
Foundation-funded Research | Foundation-funded Resources | Social Marketing for Investor Education
FINRA Investor Information | National Endowment for Financial Education Resources | Other Resources
Foundation-funded Research
- Exploring Solutions to the Fund Assortment Problem, summary findings prepared by researchers from Rutgers University School of Business (2008)
- Effects of Visual Primes on Improving Web Disclosure to Investors, report prepared by researchers from University of Connecticut-Stamford (2007)
- Overcoming Biases to Promote Wise Investing, report prepared by researchers from Princeton University's Department of Psychology and Public Affairs (2007)
- Racial and Ethnic Differences in Stock Ownership, two papers from researchers at The Ohio State University published in the Consumer Interests Annual (2007)
- Who Will Own Our Children?, report from the National Association of State Boards of Education about financial literacy in K-12 education (2006)
- Gender Differences in Investment Behavior, survey analysis conducted by researchers from Iowa State University and The Ohio State University (2006)
- Off the Hook Again: Understanding Why the Elderly Are Victimized by Economic Fraud Crimes, survey results and analysis prepared for WISE Senior Services by The Consumer Fraud Research Group (2006)
- Mutual Fund Purchase Practices, survey results and analysis prepared by the Consumer Federation of America (2006)
- What Do Investors Want? A Survey of Retail Investors' Use of Non-Financial Information, summary findings prepared by researchers at the Boston College Center for Corporate Citizenship (2007)
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Foundation-funded Resources
- Building Native Communities: Investing for the Future, investor education workbook created by the First Nations Development Institute (2006), along with a companion instructor's guide.
- TV411 Save Smart, multimedia toolkit from the Education Development Center that integrates financial and investor education concepts into adult learning in math and literacy (2006)
- Get More Money Now, brochure and Web site in Spanish and English created by the Education and Research Foundation of the Better Business Bureau Serving Metropolitan New York (2006)
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 Get Rich Slow, women's retirement game developed by the Boston College Center for Retirement Research (2005)
 SaveAndInvest.org, the FINRA Foundation’s financial education program for military personnel and their families
- Financial Literacy Training for High School Students, eight independent instructional modules and handouts developed by The Center for Financial Studies at Southern New Hampshire University (2006)
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Social Marketing for Investor Education
 The FINRA Foundation and Tuck Executive Education at Dartmouth are pleased to make available this toolkit to help reach and engage new audiences:
Download the entire brochure:
Download individual tools:
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FINRA Investor Information
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National Endowment for Financial Education Resources
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Other Resources
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