The Basics of Saving and Investing: Investor Education 2020 guide is an investor education and protection teaching guide. It was developed for high school teachers, however its content lends itself to all kinds of investor education and protection initiatives including college courses, work place education, after school programs, seminars for adults and seniors, etc.

The Basics guide is entirely focused on investor education and protection. Based on our research of current financial curriculums, the focus on investing and the inclusion of an entire unit on investor protection makes The Basics guide unique among the national curriculums available today.

The Basics guide is divided into four units plus an appendix. The four unit titles are: Getting Started, Introduction to Financial Markets, Making a Financial/Investment Plan, and Investment Fraud.

Investor Protection Trust President Don Blandin said: “State securities agencies are leaders in investor education on a statewide basis as well as nationally through such organizations as the Investor Protection Trust. ‘The Basics of Saving and Investing: Investor Education 2020’ is entirely focused on investor education and protection. Rather than ‘re-inventing the wheel,’ IPT has attempted to pare away the generic ‘financial literacy’ materials that are widely available from other sources in order to zero-in on our mission of investor education and protection. The focus on investing and the inclusion of an entire unit on investor protection makes the ‘Basics’ guide unique among the teaching curriculums that are available today. We encourage educators everywhere to check out this excellent new resource.”

“The Basics of Saving and Investing” is divided into four units plus an appendix. The four unit titles are: Getting Started, Introduction to Financial Markets, Making a Financial/Investment Plan, and Investment Fraud. Designed with the input of investor educators for use by other teachers, “The Basics of Saving and Investing” is loaded with lesson plans, quizzes, overheads, suggested non-commercial links, and other teaching tools. The unique “Basics” unit on Investment Fraud encourages students to think critically by examining the seductive pitches used by con artists to fleece unwary investors.

“The Basics of Saving and Investing” is the third teaching guide to be produced by IPT. The IPT currently has distributed teaching guides at no cost to 40,000 U.S. educators and also conducted more than 350 teacher training sessions, covering nearly all 50 states.

Laura Levine, executive director of the Jump$tart Coalition, said: “Last year, when the Jump$tart Coalition tested the financial literacy of high school students across the country, most of them got a failing grade. Only 14 percent of them knew that stocks would likely be a more lucrative investment than savings bonds, savings accounts and even checking accounts over an 18-year period. That’s clearly a problem; but, ‘The Basics of Saving and Investing’ offers a noteworthy solution.”

Download The Basics of Saving and Investing: Investor Education 2020

PDF format, 5.9MB, 132Pages.

THE BASICS OF SAVING & INVESTING: Investor Education 2020
INTRODUCTION
  Welcoming letter – A Message to Educators
  Acknowledgements
Unit 1 – GETTING STARTED (PP 1.1—1.27)
  Defining “Investor Education”
  Why People Save and Invest
  How to Think About Making Financial Decisions
  Key Concepts of Saving and Investing
  Unit 1 Test/Answer Key
Unit 2 – INTRODUCTION TO FINANCIAL MARKETS (PP 2.1—2.31)
  Understanding Risk and Reward
  How Financial Markets Work
  Savings, Stocks, Bonds, Mutual Funds and Other Investments
  Regulation of Financial Markets
  Unit 2 Test/Answer Key
Unit 3 – MAKING A FINANCIAL/INVESTMENT PLAN (PP 3.1—3.33)
  Introduction to Financial Planning/Investing Concepts
  Framing a Plan to Meet Students’ Financial Goals
  Selecting Financial Professionals
Unit 3 Test/Answer Key
Unit 4 – INVESTMENT FRAUD (PP 4.1—4.24)
  Introduction to Investment Scams, Schemes and Swindles
  HowTelemarketing Fraud Works – Inside the “Boiler Room”
  TeachYour Students to Become “Victim-Proof”: Self-Defense Tips Against Fraud
  How Regulators Help to Protect Investors
Unit 4 Test/Answer Key
APPENDIX (PP A.1 – A.13)
  Resources and Materials
  Organizations and Agencies
Glossary of Terms

Visit The Basics of Saving and Investing: Investor Education 2020 Website

A MESSAGE TO EDUCATORS

The Basics of Saving and Investing: Investor Education 2020 is a project of the Investor Protection Trust (IPT).

The IPT is a nonprofit organization devoted to investor education. Created in 1993, the Investor Protection Trust works with the States and at the national level to provide the independent, objective investor education needed by all Americans to make informed investment decisions. Since 1998,we have worked with more than 40,000 high school teachers, distributing curricula and conducting more than 350 teacher training sessions across the country.

The brand-new The Basics of Saving and Investing: Investor Education 2020 is a unique teaching tool that will provide high school students with non-commercial information that they need to know for sound financial decision making and investing throughout their lives. You can use The Basics of Saving and Investing: Investor Education 2020 as the framework for an entire course or as part of a semester or year of instruction. The guide is complete with lesson plans,worksheets, overheads/pass-outs and tests covering each unit.

Conveniently divided into four self-contained units, Basics focuses on the following learning objectives:

• Understanding the financial markets
• Making sound financial and investment decisions
• Selecting among the various saving and investing options
• Finding and utilizing investment information
• Recognizing and victim-proofing yourself against investment fraud
• Knowing how regulators help to protect investors

We hope you will join the thousands of classroom teachers using Investor Protection Trust teaching guides. We trust that you and your students will find it an enriching experience in many ways.

Sincerely,
The Investor Protection Trust

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