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