CFA Institute
The Basics on Investing and Investor Tools

Cutting Through the Confusion
Where to Turn for Help with Your Investments
Coalition on Investor Education

Clear explanation of the differences between investment advisers, brokers and financial planners.

How to Select an Adviser
Investment Adviser Association

Financial Calculators
Calculators for mortgage, retirement, investing, car loans, credit cards and refinancing.

Form ADV – SEC
“The uniform form used by investment advisers to register with both the Securities and Exchange Commission (SEC) and state securities authorities. The form consists of two parts. Part 1 requires information about the investment adviser’s business, ownership, clients, employees, business practices, affiliations, and any disciplinary events of the adviser or its employees.”

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