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