Frequently Asked Questions About Invertir con Éxito

What is Invertir con Éxito?
Invertir con Éxito (Investing for Success) is a two-hour interactive, multimedia web course available in both English and Spanish. Sponsored by the Hispanic College Fund, Inc. and the Investment Company Institute Education Foundation (ICIEF), Invertir con Éxito is designed as a tool Hispanics can use to learn about investing and building wealth.

What does a person learn about in this web course?
The web course is designed to benefit anyone who wants to learn - or review - the basic principles of investing. The web course features 10 self-paced sections: Introduction, Getting Started, Setting Goals, Understanding Risk, Asking Questions, Developing Realistic Expectations, Taking the Long-Term View, Saving for College, Planning for Retirement, and an Action Plan. Sections include educational text, animated illustrations, interactive worksheets and calculators, "pop-up" definitions, related online resources, video clips of investors and investment professionals, and quizzes that offer immediate feedback to reinforce investing concepts. Audio is used throughout the course to give instructions and provide navigational cues. Anyone who completes all 10 lessons can print a personalized certificate of course completion.

What is the purpose of Invertir con Éxito?
The purpose of Invertir con Éxito is to promote informed investing. The Investing for Success program was launched in May 2000 by the ICI Education Foundation and the National Urban League to strengthen investor awareness in the African-American community and was expanded in 2002 to reach the nation's growing Hispanic community. Research indicates nearly three-quarters of Hispanic households are worried that they may not be saving enough to meet future needs, such as retirement and the higher education of their children. In May 2002, Invertir con Éxito was announced as one of the enhancements made to the Investing for Success program. The web course aims to help Hispanic investors make informed investment decisions and build a solid financial foundation for themselves and their children.

What is the mutual fund industry's role in Invertir con Éxito?
Recognizing the importance of informed investors, the Investment Company Institute, the national association of the mutual fund industry, created the ICI Education Foundation in 1989. As the educational affiliate of ICI, the Foundation partners with government agencies and other nonprofit organizations to promote and enhance investor awareness. The web course, for example, integrates materials from the U.S. Securities and Exchange Commission, Department of Labor, and Social Security Administration. The course does not promote any commercial products or services or specific professions, firms, or individuals.

Where can I get more information about Invertir con Éxito?
For more information on the Invertir con Éxito web course, visit the Investment Company Institute's website. For additional information about the program, please contact Denise Murray at dmurray@ici.org or 202/371-5420.

February 2003