Investor Education In Your Community Washington State
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Investor Education In Your Community

About The Project

Investor Education In Your Community ® project is an outreach project aimed at providing financial education through multiple workshops and presentations in communities throughout Washington State. Thanks to a grant from the Investor Protection Trust, the Washington Department of Financial Institutions (DFI) is partnering with Consumer University to bring investor education information directly to communities.

The Workshops Cover A Lot Of Ground

401k Investor Education In Your Community ® workshops will include information about:

  • The basics of investing and why it’s important to start early and assess your investment strategies regularly
  • How to avoid investment fraud
  • How to research an investment and/or investment broker/seller
  • The importance of creating and discussing a family budget openly with all family members
  • Why you should check your credit report regularly
  • Understanding the many facets of everyday life are impacted by your credit score and how to improve your score
  • How thieves are out to steal your identity and how to avoid becoming a victim of identity theft – and what steps to take if you become a victim

Request A Presentation

Interested in hosting a presentation? Fill out our presentation request form and we'll get back to you as soon as possible.

Request A Presentation

Participating Organizations

Investor Protection Trust (IPT)

Investor Protection Trust The IPT is a nonprofit organization devoted to investor education. The primary mission of IPT is to provide independent, objective information needed by consumers to make informed investment decisions. Founded in 1993 as part of a multi-state settlement to resolve charges of misconduct, IPT serves as an independent source of non-commercial investor education materials.

IPT operates programs under its own auspices and uses grants to underwrite important investor education and protection initiatives carried out by other organizations. The IPT provides investor education at both the state and national levels. From 1993 through the present, the IPT has funded investor education and protection initiatives totaling more than $10 million dollars. Those programs include the MoneyTrack national public television series, curriculum programs, public service announcements, research, state customized brochures, DVDs, and videotapes, Investor Education @ your library®, Investor Education on Campus, and the Campaign for Wise and Safe Investing™.

On the web: http://www.investorprotection.org

Department Of Financial Institutions (DFI)

DFI The Washington State Department of Financial Institutions regulates a variety of financial service providers such as banks, credit unions, mortgage brokers, consumer loan companies, payday lenders and securities brokers and dealers.

The department also works to improve financial education throughout Washington through its outreach programs and online clearinghouse.

On the web: http://www.dfi.wa.gov

Consumer University

Consumer University Consumer University’s programs teach people of all ages the same methods government regulators recommend when it comes to selecting an investment professional, engaging in transactions with financial institutions, and avoiding fraud. Consumer University programs are particularly noted for their unique style and fun approach to personal finance, investing basics, and fraud awareness.

Owner/operator Alicia C. Diefenbach, a former regulator of the financial services industries for nine years, launched Consumer University in 2003. After spending over four years on the front lines of mortgage loan fraud investigation and enforcement, Alicia wanted to take her knowledge of scams and frauds to the public, creating educational programs that help people identify and avoid financial crimes, while increasing their own personal wealth through sound investments, and increased savings.

On the web: http://www.consumeruniversity.com

Made Possible By

Presentations By
Investor Protection Trust DFI Consumer University

An Investor Education in Your Community® program made possible by a grant from
the Investor Protection Trust and by the Washington Department of Financial Institutions.