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 (DOC 32 KB)


Preparing to Invest (DOC 63 KB) | en Español (DOC 40 KB)


Key Investment Concepts (DOC 157 KB) | en Español (DOC 226 KB)


Bank Products (DOC 78 KB) | en Español (DOC 121 KB)


U.S. Treasury Securities (DOC 62 KB) | en Español (DOC 89 KB)


Common Types of Investments (DOC 147 KB) | en Español (DOC 293 KB)


Retirement Savings Vehicles (DOC 95 KB) | en Español (DOC 165 KB)


Choosing the Right Investments (DOC 102 KB) | en Español (DOC 194 KB)


Managing Investment Risk (DOC 88 KB) | en Español (DOC 136 KB)


Evaluating Performance (DOC 109 KB) | en Español (DOC 100 KB)


Investment Professionals (DOC 84 KB) | en Español (DOC 59 KB)


Safeguarding Your Investments (DOC 74 KB) | en Español (DOC 59 KB)

Worksheet—Goal Setting and Financial Planning (DOC 83 KB) | en Español (DOC 19 KB)

 

Worksheet—Investment Risk (DOC 89 KB) | en Español (DOC 16 KB)

 

Worksheet—Net Worth (DOC 111 KB) | en Español (DOC 17 KB)

 

Worksheet—Retirement Savings Plan Tables (DOC 70 KB) | en Español (DOC 32 KB)

 

 

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