06/15/2012 FINRA Investor Education Foundation






The FINRA Investor Education Foundation provides underserved Americans with the knowledge, skills and tools necessary for financial success throughout life. We envision a society characterized by universal financial literacy.

FINRA, the Financial Industry Regulatory Authority, is an independent, not-for-profit organization with a public mission: to protect America's investors by making sure the securities industry operates fairly and honestly. FINRA does this by writing and enforcing rules governing the activities of nearly 4,700 brokerage firms with approximately 633,000 brokers; examining firms for compliance with those rules; fostering market transparency; and, educating investors.



The FINRA Foundation supports innovative research and educational projects aimed at segments of the investing public that could benefit from additional resources.

Our grants allow researchers to explore investor behavior and develop practical ways to avoid costly mistakes and prepare for the future. Grant funding also helps nonprofit organizations ensure that reliable financial and investor education is available to all who need it, when they need it—at the workplace, online 24/7, or wherever it’s most effective. You can learn more about grants and other projects at FINRAFoundation.org.

By sharing research and tools broadly, the FINRA Foundation adds to the collective wisdom about how best to help investors. Such information also shapes our direct programming.When we work on behalf of military service members and their families, with older Americans nearing or in retirement, or with students, we have the opportunity to apply the latest research and adapt innovative strategies to their circumstances and needs. You can learn more about these targeted initiatives at SaveAndInvest.org.



We are looking to build more awareness of our initiatives and expand the reach and distribution of our tested tools and resources.



  • SaveAndInvest.org is the FINRA Foundation’s website to help meet the needs of military families and investors at risk for fraud. The online Military Center features unique tools like action plans to track spending and manage monthly expenses. And in the online Fraud Center, investors can check the background of investment professionals, learn how to protect themselves from financial scams, and order free DVDs of the FINRA Foundation's documentary, Trick$ of the Trade: Outsmarting Investment Fraud.
  • Generation Money is a multimedia program developed in collaboration with the Consumer Federation of America and Channel One to help teach secondary school students about the power of compounding and other important financial lessons. The campaign incorporates several components, including classroom materials, on-demand video and Web-based learning resources for students and teachers.
  • Love Your Money is a website and online course designed to provide college students with the tools they need to manage their money, understand the financial markets and save and invest wisely. The program is coordinated by The University of Tennessee Extension Department of Family & Consumer Sciences.
  • 4-H Build a Million Club is a curriculum and website designed to educate high school-aged youth on investing, budgeting, credit cards, stocks and other aspects of personal finance. The program, which combines guidance forclub leaders with Web tools for students, was designed with 4-H programs in mind, but can be used in other settings, including schools, after-school programs and educational camps.
  • Invest Native is a comprehensive investor education program established by the First Nations Development Institute. The program increases Tribal members’ knowledge of investment principles and helps them make informed investment decisions.



Robert Ganem
FINRA Investor Education Foundation
1735 K Street, NW
Washington, D.C. 20006-1506
Phone: (202) 728-8362
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