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

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.