About SaveAndInvest.org

Military Financial Education Project

The FINRA Investor Education Foundation’s Military Financial Education Project delivers free, unbiased financial education tools and training to servicemembers, their spouses and on-base financial educators through a variety of programs and public awareness initiatives. A partner in the U.S. Department of Defense Financial Readiness Campaign, the project’s primary goal is to help military families manage their money with confidence.

Launched in February 2006 using fine money levied against firms for misleading sales practices targeting military personnel, this multi-faceted program includes:

• A comprehensive Web site—www.SaveAndInvest.org—that provides tools and information on a wide range of financial topics, including credit management and duty station changes;
• Moneytopia, a serious e-learning financial simulation game for servicemembers and youth;
• On-the-ground training to support the military's current Personal Financial Management program;
• Fellowships that allow military spouses to earn a career-enhancing credential (the Accredited Financial Counselor™ certificate) while providing volunteer financial counseling to the military community; and
• Face-to-face financial education forums at military installations worldwide to motivate families to take responsibility for their financial well-being.

For more information, visit www.SaveAndInvest.org/Military.

SaveAndInvest 55+

FINRA Foundation-funded research, unveiled in July 2006, shattered the stereotypes of senior investment fraud victims. The fraud victim profile was counterintuitive in many respects. For instance, victims were often financially knowledgeable men.

In addition, the influence tactics used by fraudsters were shown to be sophisticated and highly effective. These findings forced regulators and advocates alike to rethink how best to approach the challenge of equipping older investors with the tools and information they need to thwart fraudsters touting investment scams.

The FINRA Foundation subsequently initiated a research-based, social change campaign designed to reduce the incidence of investment fraud among investors ages 55 and over by helping them:

• Recognize they are vulnerable to financial fraud
  
• Identify persuasion techniques
  
• Reduce risky behaviors by asking questions and checking information.

For more information, visit www.SaveAndInvest.org/55Plus.