Building the Bridge to Investor Education and Protection for All Ohioans

AFCPE® Introduces an Ohio Investor Education Program
Designed to foster investor education and protection, by bringing together local professionals and organizations and linking Ohioans to educational resources, materials and professionals – financial counselors, educators, and planners –  so that they are better equipped to save, invest and plan for retirement. Download the Ohio Investor Education Program information (PDF).

When I'm 65 in Ohio

More About the When I’m 65 Ohio Initiative (PDF) 

Press Releases

September, 12, 2017 – Only Half of Cleveland Area Residents Have a Financial Plan

April 3, 2017 – Strong Need for Statewide Investor Education Push


Ohio Investor Education Survey results


Cleveland Area Survey Results (April 2017)

Ohio Investor Education Survey Results (April 2017)

According to a survey conducted for the Association for Financial Counseling & Planning Education (AFCPE) by Public Policy Polling (PPP), few Ohio adults would use a windfall to save or invest for retirement. Only 24 percent of Ohio residents who got a “million-dollar windfall” would use most of the money to save or invest for retirement. Nearly a third (32 percent) would instead pay off debts and another three in 10 would share much of the money with family members. Read the full survey results here.


The National Center for Victims of Crime & FINRA Investor Education Foundation have created free checklists covering four major areas of financial fraud—identity theft, investment fraud, mortgage and lending fraud, and mass marketing and other fraud—to provide step-by-step guidance to help you reclaim power from the fraudsters and move forward toward recovery. 

Pro-bono financial counseling and planning services provided by Accredited Financial Counselor® (AFC®) and CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals. Find the list of financial professionals offering pro-bono services here.

Freelancers in Ohio

Ash is self employed – a freelancer – one of over 50 million workers in the gig economy. Freelancers will soon make up half of the American workforce, and they face unique challenges when it comes to planning for their retirement. Download video


Fraud Myths in Ohio

Every year, people lose billions to investment fraud. One way we can help defend ourselves from scammers is to be aware of common fraud myths. Rebecca Wiggins from the Association for Financial Counseling and Planning Education and Janice Hitzeman from the Ohio Division of Securities share what we can do to avoid becoming fraud victims and which fraud myths to look out for. Download video

Local & National Resources for Investors, Consumers & Community Based Organizations:

Association for Financial Counseling and Planning Education® (AFCPE®ensures the highest integrity of the personal finance profession by certifying, connecting, and supporting diverse professionals. Our comprehensive certification programs represent the highest standard for financial counseling, coaching and education. An Accredited Financial Counselor® (AFC®) can address immediate money challenges, create a plan to help you achieve your unique goals and help you build a sustainable foundation for long-term financial wellbeing. Find an AFC.

Consumer Action’s Managing-Money.org: A financial literacy clearinghouse featuring Consumer Action’s award-winning multilingual educational materials, headline news on personal finance topics and recommended publications created by other organizations and government agencies. The materials focus on financial services, sound financial planning and debt management, saving for emergencies and retirement and how to avoid frauds and scams.

FINRA Investor Education Foundation: The FINRA Investor Education Foundation developed these investor education modules to assist grantees and others with the creation of accurate, unbiased investor education materials. The Foundation permits free use of the copyrighted modules for non-commercial educational purposes only.

Investor Protection Trust: Saving and investing can be challenging.  The IPI Tools and Resources are designed to help you understand the process of investing so you can make smart financial decisions for you and your family.  The tools include booklets, trifolds, posters, and videos and are all designed to give you the information you need to prepare for a financially secure future.

Ohio Department of Commerce: Division of Securities: the state agency responsible for regulating the securities (investment) industry in Ohio, also provides valuable information and resources to help investors and consumers make informed decisions about their investments. Note: All resources are located under “Investors & Public” in website’s top navigation.

OSU Extension Family & Consumer Sciences Health Finances: Assisting families in improving both present and future economic well-being through financial education for individuals, families and professionals who work directly with individuals and families affected by economic challenges.

Take Charge Today: The University of Arizona: Founded on the idea that a university-based financial education outreach program can strengthen and extend the ability of schools and community organizations to improve the personal financial capabilities of young adults. Providing more than 75 free lesson plans.

The Women’s Fund of Central Ohio: Womenomics: Invest in women and girls, and change the world. The Women’s Fund believes, and research shows, that empowering women and girls impacts entire families and uplifts entire communities.