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.

Upcoming Events & Webinars

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How to Invest Wisely webinar

June 5, 2024 | 12:00 PM – 1:00 PM
Join this webinar to learn how to develop investment goals, understand risks and rewards, and protect yourself from investment frauds and scams with free financial education courses, news, information, and resources.

Building Generational Wealth with Investing

June 28, 2024 | 12:00 PM – 1:00 PM
Register and join this free webinar to learn about the strategies and tools you can use to build generational wealth through smart investing.

Empower Your Community with the DFPI’s Investor Center webinar

June 10, 2024 | 11:00 AM – 11:30 AM
Calling all Partners, Financial Professionals, and Community-Based Organizations! Register and join this webinar to learn about the DFPI’s Investor Center, a new educational site designed to make investing accessible for everyone.

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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.

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Get Support from the DFPI’s Outreach Team

The DFPI’s Outreach Team is dedicated to helping California’s consumers, investors, and underserved communities navigate the world of finance and investing. Learn more about how they can bring investor education to your community.

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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.

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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.

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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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Funded by a grant from the Investor Protection Trust.