The Basics of Saving and Investing:

Investor Education 2020

The Office of Financial Regulation is committed to protecting all Florida investors from securities fraud. Investor education is a key component of our efforts and we sincerely believe that an educated investor is a protected investor. The Basics of Saving and Investing: Investor Education 2020 guide can be a tremendous resource in reaching out to investors with the information they need to make wise investment decisions.

The Basics of Saving and Investing is a curriculum entirely focused on investor education and protection. Based on our research of current financial curriculums, the focus on investing and the inclusion of an entire unit on investor protection makes The Basics guide unique among the national curriculums available today.

The Basics guide 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. Each unit contains learning objectives, suggested activities, overheads, and handouts and worksheets. The Appendix contains additional resources-including non-commercial websites-and a glossary of terms.

The Basics of Saving and Investing guide is geared towards high school teachers, however its content 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, etc. The Basics guide can be the framework of a course or seminar or supplement an existing education program.