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SEC Investor Education Toolkit
(Toolkits available in English or Spanish. Order form below.)

Whether you're just starting out in the workforce or already retired, the SEC's Investor Education Toolkit can help you plan for a more financially secure future. It's your money, protect it!

SEC's Investor Education Toolkit will help you:

  • Define your goals
  • Make a financial plan
  • Determine your risk tolerance
  • Understand investment products
  • Ask questions about financial products and the people who sell them
  • Get tips on how to keep an eye on your investments
  • Avoid fraud and handle problems

The free English toolkit contains the following publications:

Saving and Investing: A Roadmap to Your Financial Security Through Saving and Investing (PDF, 28 pages)

Ask Questions: Questions You Should Ask About Your Investments (PDF, 16 pages)

The free Spanish toolkit contains the following publications:

Ahorros e Inversiones: Un mapa para iniciarlo en el camino de la seguridad financier a travs del ahorro y la inversin (PDF, 30 pages)

Pregunte: Preguntas Importantes Que Debera Hacer Antes De Invertir (PDF, 16 pages)

Please complete the form below to place your order. Or, feel free to download and print from the PDF files listed above.


English Guide:
Spanish Guide:

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Please allow 4-5 weeks for delivery