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INVESTOR CENTER Investor Center home icon Home Educating Your Community icon Educating Your Community Money icon Investing 101 magnifying glass icon Resources

Educating Your Community

Build a Community of Smart Investors
Get help from the DFPI and learn how to bring investor education to your community. We encourage you to share these tools, resources, and materials to help build wealth for the people you serve.

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Investor Resources for Your Clients, Students, and Community

The DFPI’s Investor Center Resources page gives you access to a wide range of educational materials, information, and support links you can share with your community, clients, and stakeholders.

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Information for California Consumers

Learn about scams and fraud or how doing your own research can help you make well-informed financial decisions.

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Get FREE Online Financial Education

Help your community get free access to online financial courses. Encourage your clients, consumers, and community members to register and start learning today!

How to Talk to Your Community About Investing

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California Investor Rights and Laws

The DFPI regulates many of the shareholder rights and laws on the books. Learn more about these rights and laws and share them with the people you serve.

 

 

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Identifying Investment Red Flags

Help your clients, community, and investors identify the red flags that indicate a risky investment, scam, or fraud.

Learn more about these investment red flags >>>

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Help Investors Determine Their Financial Goals

Every Californian has their own reason to invest. Learning about an individual’s circumstances and values can help you better serve and guide them in setting their own goals.

Read more about financial goals >>>

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Apply These Principles to Effectively Communicate Financial Topics

Our 5 Essential Principles to Communicate Effectively with Californians are inspired by those created by the Consumer Financial Protection Bureau (CFPB), but adapted for a California audience. Read more about these five principles and how to use them in your community.

 


Order Educational Materials

Looking for educational resources like printed pamphlets and brochures? Visit our order site to have financial education resources and materials sent to you for free.

 

How Can the DFPI Support Your Community?

The DFPI is in the fight alongside you, working on behalf of California’s consumers and investors. We regulate financial services and enforce laws that promote transparency and accountability, protecting Californians from risks, fraud, and abuse. Learn more about the industries and licensees the DFPI oversees.

 

Submit a Complaint with the DFPI

If anyone in your community feels they are the victim of an unfair investment practice, fraud, or scam, they can submit a complaint toll-free by calling 1-866-275-2677 (TTY 1-800-735-2922).

Submit a complaint to the DFPI >>>

Watch & Learn

Tune in for the latest videos, webinars and workshops.

Do Your Own Research – Start With DFPI

Protect your money. Know your rights. Do your own research.

At the DFPI, we believe the more information you have, the more empowered you can be. We work hard to provide Californians with financial education, fraud and scam alerts, resources, and tools to help them make smart financial choices.

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The Department of Financial Protection and Innovation

Resources and Publications

Industries we regulate