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Listing last updated: 07-13-23
Investor Preparedness Checklist
Provided by U.S. Securities and Exchange Commission (SEC)

Investor Preparedness Checklist is designed to help you prepare for your financial future. It includes eleven tips, such as start early, identify goals, create a plan, pay off high interest debt, participate in a 401(k), do a background check on your investment professional, research investments thoroughly, diversify, and understand risk tolerance and the impact of fees.

Details

Released
2021
Format and Delivery
Digital/Printable/Downloadable
Resource Type
Non-Fiction/Self-Help
Target Audience
High School, College/Postsecondary
Languages
English

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