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 (DOC 30 KB) | en Español (DOC32 KB)


Preparing to Invest(DOC 63 KB)| en Español (DOC40 KB)


Key Investment Concepts(DOC 157 KB) | en Español (DOC226 KB)


Bank Products(DOC78 KB) | en Español (DOC121 KB)


U.S. Treasury Securities(DOC 62 KB)| en Español (DOC89 KB)


Common Types of Investments(DOC 147 KB)| en Español (DOC293 KB)


Retirement Savings Vehicles(DOC 95 KB)| en Español (DOC165 KB)


Choosing the Right Investments(DOC 102 KB)| en Español (DOC194 KB)


Managing Investment Risk(DOC 88 KB)| en Español (DOC136 KB)


Evaluating Performance(DOC 109 KB)| en Español (DOC100 KB)


Investment Professionals(DOC 84 KB)| en Español (DOC59 KB)


Safeguarding Your Investments(DOC 74 KB)| en Español (DOC59 KB)

Worksheet—Goal Setting and Financial Planning (DOC 83 KB)| en Español (DOC19 KB)

 

Worksheet—Investment Risk (DOC 89 KB)| en Español (DOC16 KB)

 

Worksheet—Net Worth (DOC 111 KB)| en Español (DOC17 KB)

 

Worksheet—Retirement Savings Plan Tables (DOC 70 KB)| en Español (DOC32 KB)

 

 

Related