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Investor education

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Investor Education

Investor education is a term used to describe programs and information to help individuals make informed investment decisions. Much of this information is designed to help investors better understand:

  1. personal investment goals and risk tolerance
  2. investment risks
  3. characteristics of different financial products
  4. different types of investment scams
  5. the importance of choosing a proper financial adviser

Investor education is available from a number of organizations and associations, such as government (through its agencies such as securities regulators), self-regulatory organizations, non-profit groups, companies and individuals.

Investor Education programs

Investor education programs often categorized such information into the “3 Knows” an investor should understand in order to make an informed investment decision. They are:

  1. Know Yourself
  2. Know Your Investment
  3. Know Your Adviser

Government agencies that provide investor education:

Australia Australian Securities & Investment Commission - FIDO

Canada Alberta Securities Commission British Columbia Securities Commission - InvestRight Canadian Securities Administrators Manitoba Securities Commission New Brunswick Securities Commission Newfoundland and Labrador Department of Government Services Northwest Territories Registrar of Securities Nova Scotia Securities Commission Nunavut Ontario Securities Commission Prince Edward Island Securities Office Québec Autorité des marchés financiers Saskatchewan Financial Services Commission Yukon Territory Registrar of Securities

United States North American Securities Administrators Association

United Kingdom Financial Services Authority (Money Made Clear is their consumer education program)

See also