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The West Virginia State Securities Commission is committed to protecting all West Virginia investors
from securities fraud. Investor education is a key component of our efforts and we sincerely
believe that an educated investor is a protected investor. The Basics of Saving and Investing:
Investor Education 2020 guide can be a tremendous resource in reaching out to investors with
the information they need to make wise investment decisions.
The Basics of Saving and Investing is a curriculum 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 unit titles are: Getting Started,
Introduction to Financial Markets, Making a Financial/Investment Plan, and Investment
Fraud. Each unit contains learning objectives, suggested activities, overheads, and handouts
and worksheets. The Appendix contains additional resources—including non-commercial
websites—and a glossary of terms.
The Basics of Saving and Investing guide is geared towards 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 can be the framework of a course or seminar or supplement an existing education
program.
In addition to the print version of The Basics, a PDF version is available below. This document is large (7MB) and may take several minutes to download. The West Virginia State Securities Commission is always available to help you
obtain information, verify brokers and securities and schedule free investor education presentations
for the classroom.
If you would like to learn more or schedule a free classroom presentation,
please contact an investor education specialist at the West Virginia Securities Commission by
calling (888) 368-9507 or (304) 558-2257.
 The Basics of Savings and Investing
Note: You will need the latest version of Adobe Acrobat Reader to view or download documents on this page. If you do not have the most recent version of the Adobe Reader, click Get Adobe Reader! and follow the directions to download it FREE from Adobe.com.
Disclaimer
The West Virginia Securities Commission uses links to other Web sites for the convenience of the user. Whenever you
click on links provided, you are leaving the West Virginia Securities Commission and entering an external site. The
Security Commission cannot attest to the accuracy of the information provided by the external linked sites, nor does
the Securities Commission endorse any products or information obtained from these external sites.
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