The SEC joins the Commodity Futures Trading Commission, the Financial Industry Regulatory Authority, the National Futures Association, and the North American Securities Administrators Association in serving as the national coordinator for WIW in the United States. Accordingly, the SEC’s Office of Investor Education and Advocacy (OIEA) has released a joint Investor Bulletin on the WIW’s key initiatives. SEC staff also will host outreach events during WIW to emphasize the importance of:

• establishing an emergency fund
• avoiding high-interest debt
• conducting research on investment opportunities
• understanding the risks of investing
• portfolio diversification
• fraud prevention

Interested parties can visit the SEC’s WIW page, which highlights messaging on investor resilience and includes a quiz that reinforces key investing concepts. OIEA has also released an updated bulletin entitled “Saving and Investing for Military Personnel Investor”, which can aid service members in building wealth over time and protecting their investments.

Further SEC WIW-focused events include:

• Saving and investing presentations for older investors, military service members, students, and teachers
• Investor education events for students, including events at Historically Black Colleges and Universities
• A Facebook live event with AARP
• Radio interviews on topics relevant to older investors
• A Thrift Savings Plan program for federal employees

Additional investor education and protection resources are available at Investor.gov. 

SEC to Spotlight Financial Planning and Resilience during World Investor Week 2022 (sec.gov)

World Investor Week 2022 (investor.gov)