Resources for Informed Investors

Successful investors are informed investors. This resource guide has been compiled to help inform you about a variety of financial topics. It includes contact information for government agencies, associations, consumer groups, and other organizations that provide useful material to investors.

Government Resources

Department of Labor
Employee Benefits Security Administration
200 Constitution Avenue, NW
Washington, DC 20210
866/444-3272
www.dol.gov/ebsa

Department of the Treasury
Office of Financial Education
1500 Pennsylvania Avenue, NW
Washington, DC 20220
202/622-5770
www.treas.gov/financialeducation

Federal Citizen Information Center
(federal publications on finance)
Dept. WWW
Pueblo, CO 81009
888/878-3256
www.pueblo.gsa.gov/money.htm

Federal Reserve System
Personal Financial Education Website
20th Street and Constitution Avenue, NW
Washington, DC 20551
202/452-3000
www.federalreserveeducation.org/fined

Federal Trade Commission
600 Pennsylvania Avenue, NW
Washington, DC 20580
202/326-2222
www.ftc.gov

Internal Revenue Service
1111 Constitution Avenue, NW
Washington, DC 20224
800/829-1040
www.irs.gov

International Organization of Securities Commissions
C/ Oquendo 12
28006 Madrid
Spain
011 34 91 417-5549
www.iosco.org

Securities and Exchange Commission
Office of Investor Education and Assistance
450 Fifth Street, NW
Washington, DC 20549
800/732-0330
www.sec.gov/investor.shtml
(English)
www.sec.gov/investor/espanol.shtml
(Español)

Social Security Administration
6401 Security Boulevard
Baltimore, MD 21235
800/772-1213
www.ssa.gov
(English)
www.ssa.gov/espanol
(Español)

Association Resources

Alliance for Investor Education
www.investoreducation.org

American Association of Individual Investors
625 N. Michigan Avenue
Chicago, IL 60611
800/428-2244
www.aaii.com

American Association of Retired Persons
601 E Street, NW
Washington, DC 20049
888/687-2277
www.aarp.org

American Financial Services Association
919 Eighteenth Street, NW
Suite 300
Washington, DC 20006
202/296-5544
www.americanfinsvcs.com

American Savings Education Council
2121 K Street, NW
Suite 600
Washington, DC 20037
202/659-0670
www.asec.org

The Bond Market Association
40 Broad Street
New York, NY 10004
212/440-9400
www.bondmarkets.com

Certified Financial Planner Board of Standards Inc.
1670 Broadway, Suite 600
Denver, CO 80202
888/237-6275
www.cfp.net

College Savings Plans Network
P.O. Box 11910
Lexington, KY 40578
877/277-6496
www.collegesavings.org

Consumer Federation of America
1424 16th Street, NW
Suite 604
Washington, DC 20036
202/387-6121
www.consumerfed.org

Employee Benefit Research Institute
2121 K Street, NW
Suite 600
Washington, DC 20037
202/659-0670
www.ebri.org

Financial Planning Association
4100 E. Mississippi Avenue
Suite 400
Denver, CO 80246
800/322-4237
www.fpanet.org

Futures Industry Association
2001 Pennsylvania Avenue, NW
Suite 600
Washington, DC 20006
202/466-5460
www.futuresindustry.org

International Council of Securities Associations
120 Broadway, 35th Floor
New York, NY 10271
212/720-0616
www.icsa-intl.com

Investment Company Institute
1401 H Street, NW
Suite 1200
Washington, DC 20005
202/326-5800
www.ici.org

Investor Protection Trust
2121 K Street, NW
Washington, DC 20037
202/775-2111
www.investorprotection.org

Mutual Fund Education Alliance
www.mfea.com

National Association of Investors Corporation
P.O. Box 220
Royal Oak, MI 48068
877/275-6242
www.better-investing.org

National Association of Personal Financial Advisors
3250 N. Arlington Heights Road
Suite 109
Arlington Heights, IL 60004
800/366-2732
www.napfa.org

National Association of Securities Dealers
1735 K Street, NW
Washington, DC 20006
301/590-6500
www.nasd.com/investor

National Consumers League
1701 K Street, NW
Suite 1200
Washington, DC 20006
202/835-3323
www.natlconsumersleague.org

National Endowment for Financial Education
5299 DTC Boulevard
Suite 1300
Greenwood Village, CO 80111
303/741-6333
www.nefe.org

National Foundation for Credit Counseling
801 Roeder Road
Suite 900
Silver Spring, MD 20910
301/589-5600
www.nfcc.org

National Futures Association
200 W. Madison Street
Suite 1600
Chicago, IL 60606
800/621-3570
www.nfa.futures.org

Securities Industry Association
120 Broadway, 35th Floor
New York, NY 10271
212/608-1500
www.sia.com

Securities Investor Protection Corporation
805 15th Street, NW
Suite 800
Washington, DC 20005
202/371-8300
www.sipc.org

Interactive Resources

Quizzes

Investment Company Institute
Get the Facts: Twenty Questions About Mutual Funds
www.ici.org/quiz/index.html

National Association of Securities Dealers (NASD)
Investor Knowledge Quiz
www.nasd.com/investor/education/quiz/investorquiz.asp

New York Institute of Finance
Risk Tolerance Quiz
www.icief.org/risk/risk_quiz.html

Securities and Exchange Commission (SEC)
Test Your Money $marts
www.sec.gov/investor/tools/quiz.htm

Calculators

American Savings Education Council
Ballpark Estimate of Your Retirement Needs
www.icief.org/retirement/retire_ill2a.html

Bureau of Labor Statistics Inflation Calculator
www.bls.gov/bls/inflation.htm

Investing for Success Interactive Calculators

NASD's Financial Calculators and Simulation Games
www.nasd.com/investor/tools/default.asp#calculators

SEC's Calculators for Investors
www.sec.gov/investor/tools.shtml

Social Security Benefit Calculators
www.ssa.gov/planners/calculators.htm

Web Courses

Investing for Success Web Courses

  • www.icief.org
    (sponsored by the National Urban League and the Investment Company Institute Education Foundation)
  • http://invertirconexito.icief.org
    (sponsored by the Hispanic College Fund, Inc. and the Investment Company Institute Education Foundation)

NASD's Smart Investing Series

Copyright © 2004 by the Investment Company Institute Education Foundation

  

© 1997 - 2008 Investment Company Institute