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 (DOC 30 KB) | en Español (DOC 32 KB)

Preparing to Invest (DOC 61 KB) | en Español (DOC 87 KB)

Key Investment Concepts (DOC 154 KB) | en Español (DOC 219 KB)

Bank Products (DOC 71 KB) | en Español (DOC 111 KB)

US Treasury Securities (DOC 56 KB) | en Español (DOC 93 KB)

Common Types of Investments (DOC 174 KB) | en Español (DOC 285 KB)

Retirement Savings Vehicles (DOC 83 KB) | en Español (DOC 152 KB)

Choosing the Right Investments (DOC 98 KB) | en Español (DOC 187 KB)

Managing Investment Risk (DOC 88 KB) | en Español (DOC 133 KB)

Evaluating Performance (DOC 103 KB) | en Español (DOC 98 KB)

Investment Professionals (DOC 81 KB) | en Español (DOC 114 KB)

Safeguarding Your Investments (DOC 73 KB) | en Español (DOC 105 KB)

Worksheet—Goal Setting and Financial Planning (DOC 81 KB) | en Español (DOC 49 KB)

 

Worksheet—Investment Risk (DOC 86 KB) | en Español (DOC 37 KB)

 

Worksheet—Net Worth (DOC 109 KB) | en Español (DOC 42 KB)

 

Worksheet—Retirement Savings Plan Tables (DOC 67 KB) | en Español (DOC 74 KB)

 

 

Related

• Tools
• Research