WHAT WE DO:
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 125 grants including state grants, multi-year grant extensions and multi-state/national grants totaling more than $18 million dollars. 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.
WHAT WE OFFER:
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 has partnered with Kiplinger’s Personal Finance Magazine and the Council of Better Business Bureaus to publish the “Financial Field Manual: The Personal Finance Guide for Military Families.” The Financial Field Manual is the second edition of the 2009 Personal Finance Guide for Military Families. Over 800,000 of the updated Guide have been printed. The first 710,000 print copies of the Guide will be distributed directly to military bases in the U.S. and around the world. In addition, 28 states and the District of Columbia have ordered 100,000 additional copies to use as part of education programs with servicemembers and their families in their states. A pdf of the Guide is available on the IPT website at: www.investorprotection.org/downloads/pdf/learn/IPT_Financial_Field_Manual_2012.pdf
Don M. Blandin
President and CEO
Investor Protection Trust
919 Eighteenth Street NW
Washington, DC 20006-5517
Jump$tart Coalition for Personal Financial Literacy