Financial Education Programs
FINRA Investor Education Foundation

Through our General Grant Program, the FINRA Investor Education Foundation funds research and educational projects that support its mission of providing underserved Americans with the knowledge, skills and tools necessary for financial success throughout life.

Of particular interest to the Foundation are projects that:

• Expand the body of knowledge and/or provide practical materials that will have a positive impact on investor education or protection
• Research methods to improve disclosure to investors about investments and financial services
• Encourage investors to check the background of financial professionals prior to doing business with them
• Empower the nation's young people that are about to enter the workforce to better prepare for retirement and to meet other financial goals
• Better prepare older Americans for handling their finances during retirement
• Encourage women and minority populations to take control of their financial future through investor education
• Advance practice, policy, and thought in the fields of investor education and protection

The Foundation seeks to fund projects that advance its mission through:

Educational projects or programs. Funding is for programs that respond to an unmet investor education or protection need for a target audience.

Research. Funding is for research that expands the body of knowledge and offers solutions in the field of investor education and protection.

Combination of research and educational program. Funding is for initiatives that lead with a research element and follow with a high-impact investor education or investor protection project based upon the results of the research.

The Foundation seeks proposals that advance its mission and also:

• Present a practical and detailed plan for distributing the project deliverables
• Field test promising ideas and evaluate results or take proven ideas and approaches to scale
• Involve strategic collaboration with partners, including those in the non-profit, public or for-profit sectors
• Are sustainable once Foundation funding ends
• Can easily be expanded or replicated by other organizations
• Use technology wherever possible to reduce the cost and increase availability
• Expand or leverage programs or materials developed or supported by FINRA, the Foundation, NEFE or the U.S. Securities and Exchange Commission
• Present a project based on research attesting to the relevance of the intended deliverables
• Address whether a behavioral change in the target audience is necessary for the project's success and, if so, how that change will be identified, achieved, and measured
• Substantiate the ability to develop the project on time and within the requested budget

For more information: http://www.finrafoundation.org/grants/general/