Financial education resources for your clients
INVESTING BASICS

Investing 101 for your clients

Financial jargon is often the biggest hurdle to getting individuals invested. In the U.S., 64% of non-investors say information about investing is difficult to understand.† Use our resources to educate and empower clients to invest.

Educate on financial fundamentals

Financial advisor and client
Simplify investing conversations

Help clients feel more confident by breaking down complex financial concepts into easy to understand language.

Create balanced yet diversified portfolios

Combine mix of asset classes such as stocks, bonds, cash and alternatives to help manage risk while aiming for consistent returns.

Explain savings-investing relationship

Form a balanced financial strategy that supports both immediate needs and future goals.

Discuss investing and planning

Many clients know investing is important but don’t know how to think about it in the context of their overall financial picture. Help your clients understand where they stand today and map a path for their future.
Green ladder

Simplify portfolio discussions

Investors are more comfortable with taking risk when they understand it. Teach your clients the building blocks and methodologies around risk and return that goes into constructing their portfolios.
Science puzzle

Explain account types and features

Clients can feel more confident about investing in a particular account if they understand why the features are right for their needs. Teach your clients how to start aligning their actions with their goals.
Elderly couple