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


Preparing to Invest


Key Investment Concepts


Bank Products


U.S. Treasury Securities


Common Types of Investments


Retirement Savings Vehicles


Choosing the Right Investments


Managing Investment Risk


Evaluating Performance


Investment Professionals


Safeguarding Your Investments


Worksheet—Goal Setting and Financial Planning


Worksheet—Net Worth


Worksheet—Retirement Savings Plan Tables

 

 

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