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      Investor Education Instructor’s Manual

       

       

       

       

       

       

       

       

       

       

      SEC Instructor’s Manual

       

       

      Investor Education Student’s Workbook

       

       

       

       

       

       

       

       

       

       

       

      SEC Student’s Workbook

       

       

    • Investor Starter Kit

      Investor Starter Kit: 12 Tips to help you become an Investor!

       

      Step 1: SET YOUR GOALS

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

      Step 2: BUDGETING IS THE KEY!

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

      Step 3: SAVINGS ACCOUNT

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

      Step 4: IS INVESTING RIGHT FOR YOU?

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

      Step 5: GET AN INVESTMENT ADVISOR

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

      Step 6: LET’S LEARN ABOUT STOCKS


       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

      STEP 7: BENEFITS OF INVESTING IN A BOND

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

      Step 8:UNDERSTANDING HOW MUTUAL FUNDS WORK

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

      Step 9: OPEN A BROKERAGE ACCOUNT

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

      Step 10: MANAGE YOUR INVESTMENT PORTFOLIO

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

      Step 11: PREPARING FOR FINANCIAL RESILIENCY

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

       

      Step 12: CONGRATULATIONS! #SavetoInvest

       

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