Educational Materials - DFPI
Source: https://dfpi.ca.gov/about/dfpi-divisions-and-offices/public-affairs/outreach/educational-materials
Archived: 2026-04-23 17:27
Educational Materials - DFPI
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Educational Materials
We provide consumers with the tools and information to make smart financial decisions. Our brochures, publications, and materials are completely
free
, and designed to educate you about financial products and services, as well as alert you to current and emerging financial scams.
Download resource materials
About the DFPI Onepage
The California Department of Financial Protection and Innovation (DFPI) protects consumers and fosters trust by regulating companies and individuals offering financial products and services. With this onepage, you can learn more about the DFPI, our locations, how to contact us, the various industries we oversee or license, and more!
About the DFPI (PDF – English)
Acerca del DFPI (PDF – Spanish)
نبذة عن إدارة الحماية المالية واالبتكار (PDF – Arabic)
DFPI 소개 (PDF – Korean)
关于 DFPI (PDF – Simplified Chinese)
Giới thiệu về DFPI (PDF – Vietnamese)
Protect Yourself from Fraud Booklet
With the continuous evolution of financial technology and interconnected monetary systems, the risk of falling victim to financial scams and fraud has never been higher. This booklet serves as your trusted companion in navigating the intricate landscape of financial security. Packed with information, insights, practical tips, and resources, this booklet empowers you to fortify your defenses against fraudsters while helping you safeguard and build wealth.
DFPI’s Protect Yourself from Fraud booklet (PDF – English)
Protéjase del Fraude (PDF – Spanish)
Tips for Fraud and Scam Prevention Quick Guide
This easy-to-read and share resource is packed with practical tips to help you recognize red flags, protect your personal information, and avoid becoming a victim of financial fraud and scams.
Tips for Fraud and Scam Prevention (PDF – English)
Consejos Para Evitar Fraudes y Estafas (PDF – Spanish)
What You Need to Know About Payday Loans brochure
Learn about your protections and rights as a borrower of payday loans and get more information on how to get help.
What You Need to Know About Payday Loans brochure (PDF – English)
Lo que usted necesita saber sobre los préstamos de día de pago (PDF – Spanish)
Consumer Budget Worksheet
A handy worksheet to help you organize your budget which automatically calculates your information. You can also print this worksheet and write in your information too!
Consumer Budget Worksheet (PDF – English)
Hoja de trabajo de presupuesto del consumidor (PDF – Spanish)
Mobile App Scams Brochure
Scammers might catch investors’ attention by advertising their app as “convenient” and “safe.” But, in reality, anyone can easily create a platform that promotes unregistered securities and advertise it as a safe, legitimate opportunity. Learn how to protect yourself and more with this brochure.
Mobile App Scams brochure (PDF – English)
Assistance for Homeowners Affected by Natural Disasters
Scammers might catch investors’ attention by advertising their app as “convenient” and “safe.” But, in reality, anyone can easily create a platform that promotes unregistered securities and advertise it as a safe, legitimate opportunity. Learn how to protect yourself and more with this brochure.
Assistance for Homeowners Affected by Natural Disasters (PDF – English)
Asistencia para propietarios de viviendas afectados por desastres naturales (PDF – Spanish)
Check Before You Invest Checklist
Before investing, use this checklist as a guide to verify that the person, company, and products are authorized by the appropriate licensing agency. Keep the completed form for your records.
Important Documents Checklist (PDF)
Path to Homeownership Resource Guide
Buying a house is a significant investment and a step toward building generational wealth. Use this general outline to help you through the homebuying process. But remember, it’s always best to consult with a real estate professional for personalized advice.
Path to Homeownership Resource Guide (English – PDF)
Camino hacia la Compra de una Vivienda (Spanish – PDF)
Stay Connected
Subscribe
Facebook
Twitter
Linked In
YouTube
Instagram
Skip to Main Content
Educational Materials
We provide consumers with the tools and information to make smart financial decisions. Our brochures, publications, and materials are completely
free
, and designed to educate you about financial products and services, as well as alert you to current and emerging financial scams.
Download resource materials
About the DFPI Onepage
The California Department of Financial Protection and Innovation (DFPI) protects consumers and fosters trust by regulating companies and individuals offering financial products and services. With this onepage, you can learn more about the DFPI, our locations, how to contact us, the various industries we oversee or license, and more!
About the DFPI (PDF – English)
Acerca del DFPI (PDF – Spanish)
نبذة عن إدارة الحماية المالية واالبتكار (PDF – Arabic)
DFPI 소개 (PDF – Korean)
关于 DFPI (PDF – Simplified Chinese)
Giới thiệu về DFPI (PDF – Vietnamese)
Protect Yourself from Fraud Booklet
With the continuous evolution of financial technology and interconnected monetary systems, the risk of falling victim to financial scams and fraud has never been higher. This booklet serves as your trusted companion in navigating the intricate landscape of financial security. Packed with information, insights, practical tips, and resources, this booklet empowers you to fortify your defenses against fraudsters while helping you safeguard and build wealth.
DFPI’s Protect Yourself from Fraud booklet (PDF – English)
Protéjase del Fraude (PDF – Spanish)
Tips for Fraud and Scam Prevention Quick Guide
This easy-to-read and share resource is packed with practical tips to help you recognize red flags, protect your personal information, and avoid becoming a victim of financial fraud and scams.
Tips for Fraud and Scam Prevention (PDF – English)
Consejos Para Evitar Fraudes y Estafas (PDF – Spanish)
What You Need to Know About Payday Loans brochure
Learn about your protections and rights as a borrower of payday loans and get more information on how to get help.
What You Need to Know About Payday Loans brochure (PDF – English)
Lo que usted necesita saber sobre los préstamos de día de pago (PDF – Spanish)
Consumer Budget Worksheet
A handy worksheet to help you organize your budget which automatically calculates your information. You can also print this worksheet and write in your information too!
Consumer Budget Worksheet (PDF – English)
Hoja de trabajo de presupuesto del consumidor (PDF – Spanish)
Mobile App Scams Brochure
Scammers might catch investors’ attention by advertising their app as “convenient” and “safe.” But, in reality, anyone can easily create a platform that promotes unregistered securities and advertise it as a safe, legitimate opportunity. Learn how to protect yourself and more with this brochure.
Mobile App Scams brochure (PDF – English)
Assistance for Homeowners Affected by Natural Disasters
Scammers might catch investors’ attention by advertising their app as “convenient” and “safe.” But, in reality, anyone can easily create a platform that promotes unregistered securities and advertise it as a safe, legitimate opportunity. Learn how to protect yourself and more with this brochure.
Assistance for Homeowners Affected by Natural Disasters (PDF – English)
Asistencia para propietarios de viviendas afectados por desastres naturales (PDF – Spanish)
Check Before You Invest Checklist
Before investing, use this checklist as a guide to verify that the person, company, and products are authorized by the appropriate licensing agency. Keep the completed form for your records.
Important Documents Checklist (PDF)
Path to Homeownership Resource Guide
Buying a house is a significant investment and a step toward building generational wealth. Use this general outline to help you through the homebuying process. But remember, it’s always best to consult with a real estate professional for personalized advice.
Path to Homeownership Resource Guide (English – PDF)
Camino hacia la Compra de una Vivienda (Spanish – PDF)
Stay Connected
Subscribe
Linked In
YouTube