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 62 KB) | en Español (DOC 88 KB)

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

Bank Products (DOC 74 KB) | en Español (DOC 113 KB)

U.S. Treasury Securities (DOC 60 KB) | en Español (DOC 87 KB)

Common Types of Investments (DOC 176 KB) | en Español (DOC 292 KB)

Retirement Savings Vehicles (DOC 90 KB) | en Español (DOC 157 KB)

Choosing the Right Investments (DOC 101 KB) | en Español (DOC 190 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 61 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 68 KB) | en Español (DOC 28 KB)

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