Investor Education & Fraud Prevention

The retirement landscape is changing. When I'm 65 is a guide to help navigate it, no matter what your picture of retirement may be. When I'm 65 offers free videos and toolkits for every age group from high school students to senior citizens.

by Editors of Kiplinger's Personal Finance Magazine
Click on the titles below to view:

The FINANCIAL Field Manual. A Personal Finance Guide for Military Families (NEW pamphlet by Kiplinger’s Personal Finance, sponsored by the Investor Protection Trust and Investor Protection Institute.)

Five Keys to Investing Success

Getting Help With Your Investments
Mutual Funds: Maybe all You’ll Ever Need
The Basics for Investing in Stocks
A Primer for Investing in Bonds
Maximize Your Retirement Investments
Where to Invest Your College Money
These brochures are provided courtesy of the Investor Protection Trust .
(Copyrights: Brochures may be used for educational or noncommercial purposes only.)

Most documents found on this page will require a .pdf viewer. A link to download Adobe Reader has been
provided at the bottom of the page.
 Sound Investment Decisions
 When Your Broker Calls - Take NOTES!
 The Investor Bill of Rights
 Tips for Working with Financial Professionals *NEW*
 Ten Tips to Avoid Investment Fraud
 Red Flag Phrases for Investment Fraud
 Seniors Take Control and Protect Yourself
 Seniors Beware of Free Lunch Seminars *NEW*
 Affinity Fraud:  Beware of Swindlers Who Claim Loyalty to Your Group
 How to Spot a Con Artist
 Tips for Safer Social Networking on the Internet *NEW*
 Understanding High Risk Investments: Bitcoins and Dinars *NEW*
FINANCIAL LITERACY (FL): The Alabama Securities Commission (ASC) actively promotes financial literacy and investor education by providing the following publication to teachers in a hard copy upon request. This publication may be downloaded from the internet by anyone. It may also be copied, printed and used for non-commercial educational purposes:

          The Basics of Saving and Investing:  Investor Education 2020

*NEW*The North American Securities Administrators Association (NASAA) launched a new website in December 2015 designed to provide senior-focused resources to investors, caregivers, industry and policymakers. The website is available at
Qualified ASC staff members are available to present these free curriculum opportunities to groups of teachers or educators in public or private schools. Upon request, ASC promotes Financial Literacy and Investor Education through presentations and other printed materials.