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Educational Materials

We provide consumers with the tools and information to make smart financial decisions. Our brochures, publications, and materials are completely free, and designed to educate you about financial products and services, as well as alert you to current and emerging financial scams.

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Cover of the Protect Yourself From Fraud booklet

Protect Yourself from Fraud Booklet

With the continuous evolution of financial technology and interconnected monetary systems, the risk of falling victim to financial scams and fraud has never been higher. This booklet serves as your trusted companion in navigating the intricate landscape of financial security. Packed with information, insights, practical tips, and resources, this booklet empowers you to fortify your defenses against fraudsters while helping you safeguard and build wealth.

 

Tips for fraud and scam prevention one page resource guide

Tips for Fraud and Scam Prevention Quick Guide

This easy-to-read and share resource is packed with practical tips to help you recognize red flags, protect your personal information, and avoid becoming a victim of financial fraud and scams.

 

About the DFPI brochure

About the DFPI brochure

The California Department of Financial Protection and Innovation (DFPI) protects consumers and fosters trust by regulating companies and individuals offering financial products and services. With this brochure, you can learn more about the DFPI, our locations, how to contact us, the various industries we oversee or license, and more!

 

Cover of Payday Loans brochure

What You Need to Know About Payday Loans brochure

Learn about your protections and rights as a borrower of payday loans and get more information on how to get help.

 

make a budget worksheet form

Consumer Budget Worksheet

A handy worksheet to help you organize your budget which automatically calculates your information. You can also print this worksheet and write in your information too!

 

DFPI's Mobile App Scams brochure

Mobile App Scams Brochure

Scammers might catch investors’ attention by advertising their app as “convenient” and “safe.” But, in reality, anyone can easily create a platform that promotes unregistered securities and advertise it as a safe, legitimate opportunity. Learn how to protect yourself and more with this brochure.

 

Assistance for Homeowners Affected by Natural Disasters

Assistance for Homeowners Affected by Natural Disasters

Scammers might catch investors’ attention by advertising their app as “convenient” and “safe.” But, in reality, anyone can easily create a platform that promotes unregistered securities and advertise it as a safe, legitimate opportunity. Learn how to protect yourself and more with this brochure.

 

Check Before You Invest checklist

Check Before You Invest Checklist

Before investing, use this checklist as a guide to verify that the person, company, and products are authorized by the appropriate licensing agency. Keep the completed form for your records.

 

Image to promote the DFPI's Path to Homeownership onesheet

Path to Homeownership Resource Guide

Buying a house is a significant investment and a step toward building generational wealth. Use this general outline to help you through the homebuying process. But remember, it’s always best to consult with a real estate professional for personalized advice.

 

Contact us for more financial education resources!

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