01/25/2013 Investor Protection Trust




The Investor Protection Trust (IPT) is a nonprofit organization devoted to investor education. The primary mission of IPT is to provide independent, objective information needed by consumers to make informed investment decisions.  Founded in 1993 as part of a multi-state settlement, IPT serves as an independent source of non-commercial investor education. The IPT works directly with the state securities regulators on statewide, local and community investor education initiatives. IPT operates programs under its own auspices and uses grants to underwrite important initiatives carried out by other organizations.

The IPT accepted its first grant Letter of Inquiry under its Investor Education Fund in October 2004 and has since awarded more than 150 grants including state grants, multi-year grant extensions and multi-state/national grants.  Each of these grant programs reaches out to segments of the American population with investor education and protection messages, including educating teachers and students about investing, encouraging older Americans to verify investment products before they buy, and teaching military personnel how to recognize and avoid predatory scams.

The IPT is dedicated to providing the information Americans need to invest wisely for their long-term personal financial security.


The IPT has a variety of initiatives aimed at educating and protecting investors, including The Basics of Saving and Investing: Investor Education 2020 teaching guide, the Investor Education in Your Community® program, The Campaign for Wise and Safe Investing®, the Elder Investment Fraud and Financial Exploitation Prevention Program and the Investor Education in Your Workplace® program.  IPT has a variety of investor education materials, including “The Basics of Saving and Investing” and a series of seven investor education booklets and trifolds that tackle the basics of several key investor topics such as stocks and bonds as wells as video and research available on its website at:  www.investorprotection.org

The “The Basics of Saving and Investing: Investor Education 2020” is a curriculum entirely focused on investor education and protection. “The Basics” guide is geared towards high school teachers, however, its content and language lends itself to all kinds of investor education and protection initiatives including college courses, work place education, after-school programs, seminars for adults and seniors, library programs, etc.  “The Basics” is divided into four units plus an Appendix. The unit titles are:  Getting Started, Introduction to Financial Markets, Making a Financial/Investment Plan, and Investment Fraud.  “The Basics” guide can be the framework of an entire course or seminar on investor education and protection or supplement an existing education program.


The IPT recently partnered with Kiplinger’s Personal Finance Magazine to revise and update its seven investor education and protection booklets to help parents plan for their future financial security and, just as importantly, to help parents teach their children about finances, saving and investing.  According to a recent American United Life Insurance Company survey of retirement plan participants, 56% of all survey respondents reported that their parents taught them about finances. Among respondents aged 20–30, an even larger 71% reported learning about finances from parents.  For more information on the survey, visit http://staging.plansponsor.com/Parents_Play_Important_Role_in_Financial_Education.aspx

IPT’s investor education booklets tackle the basics of several key investor topics such as stocks, bonds and mutual funds.  The seven booklets title include: Five Keys to Investing Success, The Basics for Investing in Stocks, A Primer for Investing in Bonds, Mutual Funds and ETFs: Maybe All You'll Ever Need, Getting Help With Your Investments, Maximize Your Retirement Investments and Where to Invest Your College Money.  For more information on the booklets and/or to download a pdf of the full booklet, visit http://www.investorprotection.org/learn-about-investing/?fa=booklets


Don M. Blandin
President and CEO
Investor Protection Trust
Suite 300
919 Eighteenth Street NW
Washington, DC  20006-5517

Tel: 202-775-2112
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