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GETTING STARTED WITH YOUR FINANCIAL PLAN: 11 OF THE BEST RESOURCES FOR INVESTORS

WASHINGTON, D.C.//March 13, 2012//Want to finally get your financial plan in place, but don't know where to start? Help is now available from the nonprofit Alliance for Investor Education (AIE) at http://www.investoreducation.org, the online hub of America's top regulatory, self-regulatory and industry organizations focused on investor education.

Today, AIE is outlining 11 of the best Web-based resources for consumers looking to start or revisit their financial planning needs. The Alliance's new "Getting Started With Your Financial Plan" is available at http://www.investoreducation.org/financialplan. AIE is the organization of the United States' leading financial-related foundations, nonprofit organizations, associations and governmental agencies.

Alliance for Investor Education President Sue Duncan, who also serves as vice president of the ICI Education Foundation (ICIEF) at the Investment Company Institute, said: "For consumers, putting a financial plan on the annual 'to do' list is just as important as a yearly medical or dental checkup. A financial plan is a roadmap to get American consumers from where they are now to where they want to be. The Alliance for Investor Education wants to make sure all Americans have access to the tools they need to start or re-evaluate their financial plan, either by themselves or with the help of a professional, so they are best able to meet their financial goals when it comes to saving and investing."

The new "Getting Started With Your Financial Plan" section of the AIE Web site features the following 11 top resources for consumers:

  1. A Battle Strategy for Your Financial Future - CFA Institute.

  2. Let's Make a Plan - CFP Board.

  3. Investment Planning Wealth Care Kit - SmartAboutMoney.org/National Endowment for Financial Education.

  4. Personal Finance FAQs - American Association of Individual Investors.

  5. Getting Ready to Invest - Financial Industry Regulatory Authority.

  6. Financial Success newsletter - Society for Financial Education and Professional Development.

  7. Roadmap to Saving and Investing - U.S. Securities and Exchange Commission.

  8. Ballpark E$timate - American Savings Education Council.

  9. Planning Your Retirement with Confidence - North American Securities Administrators Association.

  10. Getting Help With Your Investments - Investor Protection Trust.

  11. Preparing for Retirement in America - Employee Benefit Research Institute.

For an overview of the rest of the best investor education resources on the Web from AIE members, go to http://www.investoreducation.org.

ABOUT AIE

Founded in 1996, the Alliance for Investor Education Web site at http://www.InvestorEducation.org provides investors with access to a full range of information they need to make wise investment decisions. The 21-member Alliance for Investor Education is dedicated to facilitating greater understanding of investing, investments and the financial markets among current and prospective investors of all ages. We pursue initiatives for education and join with others to motivate Americans to obtain objective information and increase their knowledge and understanding of investing.

Full members of the Alliance include: American Association of Individual Investors, American Institute of Certified Public Accountants/360 Degrees of Financial Literacy, American Savings Education Council, CFA Institute, Certified Financial Planner Board of Standards, Inc., Employee Benefit Research Institute, Financial Industry Regulatory Authority, Investment Company Institute Education Foundation, Investor Protection Trust, National Association of Real Estate Investment Trusts, National Endowment for Financial Education, National Futures Association, Options Industry Council, SIFMA Foundation, Securities Investor Protection Corporation and the Society for Financial Education and Professional Development.

The U.S. Securities and Exchange Commission, U.S. Commodity Futures Trading Commission, the U.S. Federal Trade Commission's Bureau of Consumer Protection, the Board of Governors of the Federal Reserve System, and the North American Securities Administrators Association are the governmental and quasi-governmental advisors to the Alliance.

CONTACT: Ailis Aaron Wolf, (703) 276-3265 or .



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