Educational Materials

Investor Education Modules

The FINRA Investor Education Foundation developed these investor education modules to assist grantees and others with the creation of accurate, unbiased investor education materials. The Foundation permits free use of the copyrighted modules for non-commercial educational purposes only.


The modules are in Microsoft Word format to provide maximum user flexibility. While the Foundation values creativity in the use of the modules, users should take care not to compromise the accuracy or non-commercial nature of the material.


Table of Contents | en Español


Preparing to Invest | en Español


Key Investment Concepts | en Español


Bank Products | en Español


U.S. Treasury Securities | en Español


Common Types of Investments | en Español


Retirement Savings Vehicles | en Español


Choosing the Right Investments | en Español


Managing Investment Risk | en Español


Evaluating Performance | en Español


Investment Professionals | en Español


Safeguarding Your Investments | en Español


Worksheet—Goal Setting and Financial Planning | en Español


Worksheet—Net Worth | en Español


Worksheet—Retirement Savings Plan Tables | en Español

 

 

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