The ASPIRA Association

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• Presented by
• The ASPIRA Association
• Community Wealth Development Initiative
• Financial Education Institute
• A national initiative to provide financial
  education to Latino youth and their families made
  possible by a generous grant from the FINRA
  Investor Education Foundation

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Curriculum Content

• Module 1. Introduction to Investments and
  Fundamentals of Financial Planning
• Module 2. Asset Allocation, Diversification and
  Rebalancing
• Module 3. Investing in the Future of Your
  Children Their Education
• Module 4. Investing For Your Best Years
  Retirement
• Module 5. Short-Term and Long-Term Investment
  Options
• Module 6. Are your Investments Working the Way
  you Expected?
• Module 7. Investment Industry Regulators and Safe
  Investment Practices

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ASPIRA Association

• The ASPIRA Association, a 501(C)3 organization is
  a national Hispanic organization dedicated to
  developing the educational and leadership
  capacity of Latino youth and their families.
  Since 1961, ASPIRA has been working at the
  grass-roots level to provide programs that
  encourage Latino students to stay in school,
  prepare them to succeed in the educational arena,
  develop their leadership skills and to serve
  their community. For more information about
  ASPIRA please visit http//www.aspira.org

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Mission of the FINRA Investor Education Foundation

• The FINRA Investor Education Foundation is the
  largest foundation in the U.S. dedicated to
  investor education. Its mission is to provide
  investors with high-quality easily accessible
  information and tools to better understand the
  markets and the basic principles of saving and
  investing. To further this mission, the
  Foundation awards grants to fund educational
  programs and research aimed at segments of the
  investing public who could benefit from
  additional resources. Since inception, the FINRA
  Foundation has received approximately 400
  proposals requesting nearly 88 million in
  funding.

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Acknowledgement

• This presentation was made possible by a generous
  grant from the FINRA Investor Education
  Foundation.