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Investor Education Library

The FINRA Foundation maintains these modules to assist learners and educators seeking accurate and actionable information on essential investing topics. 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

Power Tools For Investors

Looking to take your knowledge and skills to the next level? FINRA’s Investor Education department has what you need.

Mind Your Money

Thinking Money: The Psychology Behind Our Best and Worst Financial Decisions (Promo Clip 1)

Thinking Money, a documentary about behavioral finance, describes why our money decisions sometimes put us at risk.

Online Resource

SaveAndInvest.org is the FINRA Foundation's website for the military, fraud fighters, and youth.