Educating Your Community - DFPI
Source: https://dfpi.ca.gov/consumers/investing/educating-your-community
Archived: 2026-04-23 17:12
Educating Your Community - DFPI
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INVESTOR CENTER
Home
Educating Your Community
Investing 101
Resources
Educating Your Community
Build a Community of Smart Investors
Get help from the DFPI and learn how to bring investor education to your community. We encourage you to share these tools, resources, and materials to help build wealth for the people you serve.
Investor Resources for Your Clients, Students, and Community
The DFPI’s Investor Center Resources page gives you access to a wide range of educational materials, information, and support links you can share with your community, clients, and stakeholders.
Information for California Consumers
Learn about scams and fraud or how doing your own research can help you make well-informed financial decisions.
Get FREE Online Financial Education
Help your community get free access to online financial courses. Encourage your clients, consumers, and community members to register and start learning today!
How to Talk to Your Community About Investing
California Investor Rights and Laws
The DFPI regulates many of the shareholder rights and laws on the books.
Learn more about these rights and laws
and share them with the people you serve.
Identifying Investment Red Flags
Help your clients, community, and investors identify the red flags that indicate a risky investment, scam, or fraud.
Learn more about these investment red flags >>>
Help Investors Determine Their Financial Goals
Every Californian has their own reason to invest. Learning about an individual’s circumstances and values can help you better serve and guide them in setting their own goals.
Read more about financial goals >>>
Apply These Principles to Effectively Communicate Financial Topics
Our
5 Essential Principles to Communicate Effectively with Californians
are inspired by those created by the Consumer Financial Protection Bureau (CFPB), but adapted for a California audience.
Read more about these five principles and how to use them in your community.
Order Educational Materials
Looking for educational resources like printed pamphlets and brochures? Visit our order site to have financial education resources and materials sent to you for free.
How Can the DFPI Support Your Community?
The DFPI is in the fight alongside you, working on behalf of California’s consumers and investors. We regulate financial services and enforce laws that promote transparency and accountability, protecting Californians from risks, fraud, and abuse.
Learn more about the industries and licensees the DFPI oversees
.
Submit a Complaint with the DFPI
If anyone in your community feels they are the victim of an unfair investment practice, fraud, or scam, they can submit a complaint toll-free by calling 1-866-275-2677 (TTY 1-800-735-2922).
Submit a complaint to the DFPI >>>
Watch & Learn
Tune in for the latest videos, webinars and workshops.
Do Your Own Research – Start With DFPI
Protect your money. Know your rights. Do your own research.
At the DFPI, we believe the more information you have, the more empowered you can be. We work hard to provide Californians with financial education, fraud and scam alerts, resources, and tools to help them make smart financial choices.
Watch All Videos
Stay Connected
Subscribe
Facebook
Twitter
Linked In
YouTube
Instagram
Resources and Publications
News
Consumer Alerts
Press Releases
Events
Reports
Regulated Industries
Actions & Orders
Laws & Regulations
Industries we regulate
Commercial Banks
Industrial Banks
Public Banks
Credit Unions
Trust Services
Securities
Franchises
Capital for Businesses
Broker-Dealers & Investment Advisers
Money Transmitters
Debt Collectors
Check Sellers, Bill Payers & Proraters
Consumer & Commercial Loans
Payday Lenders
Insurance Premium Finance
Residential Mortgage Lenders
Mortgage Loan Originators
Property Assessed Clean Energy (PACE)
Escrow
Student Loan Servicers
Skip to Main Content
INVESTOR CENTER
Home
Educating Your Community
Investing 101
Resources
Educating Your Community
Build a Community of Smart Investors
Get help from the DFPI and learn how to bring investor education to your community. We encourage you to share these tools, resources, and materials to help build wealth for the people you serve.
Investor Resources for Your Clients, Students, and Community
The DFPI’s Investor Center Resources page gives you access to a wide range of educational materials, information, and support links you can share with your community, clients, and stakeholders.
Information for California Consumers
Learn about scams and fraud or how doing your own research can help you make well-informed financial decisions.
Get FREE Online Financial Education
Help your community get free access to online financial courses. Encourage your clients, consumers, and community members to register and start learning today!
How to Talk to Your Community About Investing
California Investor Rights and Laws
The DFPI regulates many of the shareholder rights and laws on the books.
Learn more about these rights and laws
and share them with the people you serve.
Identifying Investment Red Flags
Help your clients, community, and investors identify the red flags that indicate a risky investment, scam, or fraud.
Learn more about these investment red flags >>>
Help Investors Determine Their Financial Goals
Every Californian has their own reason to invest. Learning about an individual’s circumstances and values can help you better serve and guide them in setting their own goals.
Read more about financial goals >>>
Apply These Principles to Effectively Communicate Financial Topics
Our
5 Essential Principles to Communicate Effectively with Californians
are inspired by those created by the Consumer Financial Protection Bureau (CFPB), but adapted for a California audience.
Read more about these five principles and how to use them in your community.
Order Educational Materials
Looking for educational resources like printed pamphlets and brochures? Visit our order site to have financial education resources and materials sent to you for free.
How Can the DFPI Support Your Community?
The DFPI is in the fight alongside you, working on behalf of California’s consumers and investors. We regulate financial services and enforce laws that promote transparency and accountability, protecting Californians from risks, fraud, and abuse.
Learn more about the industries and licensees the DFPI oversees
.
Submit a Complaint with the DFPI
If anyone in your community feels they are the victim of an unfair investment practice, fraud, or scam, they can submit a complaint toll-free by calling 1-866-275-2677 (TTY 1-800-735-2922).
Submit a complaint to the DFPI >>>
Watch & Learn
Tune in for the latest videos, webinars and workshops.
Do Your Own Research – Start With DFPI
Protect your money. Know your rights. Do your own research.
At the DFPI, we believe the more information you have, the more empowered you can be. We work hard to provide Californians with financial education, fraud and scam alerts, resources, and tools to help them make smart financial choices.
Watch All Videos
Stay Connected
Subscribe
Linked In
YouTube
Resources and Publications
News
Consumer Alerts
Press Releases
Events
Reports
Regulated Industries
Actions & Orders
Laws & Regulations
Industries we regulate
Commercial Banks
Industrial Banks
Public Banks
Credit Unions
Trust Services
Securities
Franchises
Capital for Businesses
Broker-Dealers & Investment Advisers
Money Transmitters
Debt Collectors
Check Sellers, Bill Payers & Proraters
Consumer & Commercial Loans
Payday Lenders
Insurance Premium Finance
Residential Mortgage Lenders
Mortgage Loan Originators
Property Assessed Clean Energy (PACE)
Escrow
Student Loan Servicers