Investor Education Materials

As part of its investor protection services, the Bureau provides free materials to investors - including brochures - pamphlets, checklists and questionnaires -  that will assist you in making investment related decisions. This material may be reviewed and downloaded through the links below or directly requested from the Bureau for a nominal fee.

• A Salute to Smart Investing  (English /  Spanish)
  

• Avoiding Investment Scams  (English /  Spanish)
  

• Elder Investment Fraud (English /  Spanish)

• Romance Scams: Is Your New Romance an Investment Scam?  (English / Spanish)

• Who We Are  (English /  Spanish)
  

• COVID-19 Tips to Avoid Investment Scams
  

• Check Before You Invest Form

• Essential Guide to Safe Investing

• Financial Professional Questionnaire

• Fighting-Fraud: 101 Smart Tips for Investors

• Informed Investors: Excessive Trading
  

• Informed Investors: Self-Directed Individual Retirement Accounts
  

• Investment Scam Checklist

• Understanding Your Brokerage Account Statements

• What Type of Investment Professional is Right for Me?

• When Your Broker Calls – Take Notes!

Consumer Briefs

• Cryptocurrency - What is Virtual or Digital Currency?

• Finfluencers - Financial Advice via Social Media
  

• New Jersey Bureau of Securities (English / Spanish)
  

• New Jersey Bureau of Securities - Most Frequently Asked Questions (English / Spanish)

Speakers are also available to speak to your group or organization regarding a wide-range of topics, including investment fraud, elder investment fraud, how to check out your financial professional, and preparing for retirement.   Presentations can also be customized for your group’s needs. There are no costs for this service.

For information about obtaining a speaker, to request hard copies of investor education literature or to get other information about investor education services, Contact Us.