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Investing Resources

Access the latest investor information resources

Share our helpful investor information resources at home and with others.

Investment Fraud

Download, share, and order this booklet (available in English and Spanish) that spotlights the most common types of investment fraud, informing you how to spot the red flags and avoid becoming a victim.

Military Guide to Money and Investing

Download, order, and share this comprehensive resource guide developed to help service members and their families with money management, financial planning, and building wealth.

Protect Yourself from Fraud

To protect yourself from more than just investment fraud, this booklet is packed with insights, practical tips, and resources to fortify your defenses against scammers while helping you safeguard and build wealth.

Five Questions to Ask Before Buying an Investment

Download and share this presentation to learn more about the questions you should ask before you commit your hard-earned money to an investment.

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No-Cost Financial Education

Register for free educational content on investor safety, smart investing basics, and more.

How Financial Literacy Can Help You

Download and share this presentation with others to show them how knowing a few financial literacy topics can empower them to improve their financial position and economic mobility.

Social Media Toolkit

Coming soon! Please check back.

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Investor Center Flyer

Download, print, and share these flyers to inform your clients and community about the DFPI’s Investor Center website.

Check Before You Invest

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.

Investing Multimedia and Tools

Please use and share these investing multimedia and tool in your presentations, workshops, and educational events!

Do Your Own Research

The more information you have, the more empowered you can be. Watch this short video to learn how you can do your own research.

Safe Investment Tips

Watch this short video on tips that will guide you towards making informed investment decisions. And of course, our biggest tip is to always do your own research!

Safe and Successful Investing Strategies webinar

Watch this webinar to learn about investment strategies, fraud and risks, ScholarShare 529, and more!

Compound Interest Calculator

Determine how much your money can grow using the power of compound interest with this calculator from Investor.gov.
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Investing Quiz

Take this online Investing quiz (from Investor.gov) to see how much you know. Share it with your clients and community!

Thinking Money

This documentary explores why we spend, why we save (or don’t), and how we think about money. Produced by Rocket Media Group, LLC, the FINRA Foundation, and Maryland Public Television.
person holding DFPI's Protect Yourself from Fraud booklet

Order more DFPI print materials for free!

Order and share our latest educational materials for your clients and community members. All of these materials are free and will be delivered right to you.

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Want more info? Contact the DFPI’s Outreach Team

The DFPI’s dedicated outreach team promotes financial literacy, education, and awareness all across California. Learn how they can inform your community on investment-related topics.

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