Resources

Access the latest investor information resources

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

Share Our Investor Information Materials

From flyers to training guides, PowerPoint presentations, and more, we’ve got what you
need to share investment basics and investor safety information within your community.

Investment Center - Investment Fraud booklet English

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.

Five Questions to Ask Before Buying an Investment presentation

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.

Investor Center social media kit

Social Media Toolkit

Coming soon! Please check back.

Military Guide to Money and Investing booklet

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.

consumers learning together with the DFPI's free financial education courses

No-Cost Financial Education

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

Investment Center flyer

Investor Center Flyer

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

Protect yourself from fraud booklet 2nd edition

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.

How financial literacy can help your economic mobility

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.

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 short video

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. 

Compound interest calculator from investor.gov

Compound Interest Calculator

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

investment safety tips video

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!

investing quiz

Investing Quiz

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

Safe and Successful Investment Strategies webinar

Safe and Successful Investing Strategies webinar

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

Thinking Money documentary

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 printed 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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Funded by a grant from the Investor Protection Trust.