TD Ameritrade to Offer Free Investor Education Curriculum for Financial Literacy Month
April 04 2018 - 8:30AM
Business Wire
Improving financial acumen through TD
Ameritrade’s award-winning education
More investors are taking the time to prioritize their financial
know-how than ever before yet some investors may delay investing
due to a lack of financial knowledge. In an effort to improve
financial wellness, TD Ameritrade Holding Corporation (Nasdaq:
AMTD) is taking part in Financial Literacy Month by offering
investors a special immersive education curriculum to help improve
their knowledge and understanding of financial concepts and build
their confidence.
This press release features multimedia. View
the full release here:
https://www.businesswire.com/news/home/20180404005248/en/
TD Ameritrade Financial Literacy Month.
(Graphic: TD Ameritrade Holding Corporation)
An educated investor is better equipped to manage their money
and more confident when making investment decisions. This is why
teaching financial literacy and building confidence early on is
key, as it gives investors the opportunity to build more wealth
throughout their lifetime. If a young adult were to invest $24,000
between ages 21 and 41 – assuming an 8 percent annual return – at
age 67 they would save approximately $412,000 more than an adult
who invested the same $24,000 between ages 47 and 67, thanks to the
potential of interest returns over time1.
TD Ameritrade wants to help investors get started on their
financial journey sooner, which is why it’s providing education
ideas and resources to investors throughout the entire month of
April.
The agenda includes:
Week Topic
April 2 – April 6
Getting Started with Education,
Investors will get an introduction to
financial education, including basic planning and investment
strategies.
April 9 – April 13
Retirement Planning,
During National Retirement Planning Week,
we’ll look at the types retirement savings plans and discuss
setting and tracking goals, as well as reviewing portfolios.
April 16 – April 20
Family and Money,
Investors can learn about resources to
help build a roadmap for family financial literacy, including best
practices for estate planning or financial education for
children.
April 23 – April 27
Small Steps Add Up,
A little can go a long way. By reviewing
expenses and increasing monthly contributions to a savings or
retirement plan, investors can pursue their financial future.
“Whether investors have little understanding of how to invest or
are sophisticated traders looking to sharpen their knowledge, this
is an opportunity to take advantage of the free resources we have
available to all retail investors,” said Lee McAdoo, managing
director of education at TD Ameritrade. “Our goal is to provide
content tailored to each person’s individual needs, with the
expectation that investors will gain confidence in their ability to
manage their finances as well as reach their financial goals.”
TD Ameritrade’s award-winning education center2 is designed to
provide each type of investor with a personalized learning path,
and comes in a variety of formats including articles, videos,
immersive courses, webcasts and live in-person events. Education
platform walkthroughs are also available from TD Ameritrade Trader
Team specialists.
Investors can access TD Ameritrade’s complete education center
once logged in via tdameritrade.com, thinkorswim, or TD Ameritrade
mobile. A significant amount of education content is also available
to the public via https://www.tdameritrade.com/education.page and
by connecting with TD Ameritrade on YouTube, Amazon Echo Show,
Facebook Messenger and Twitter Direct Message. Investors are also
encouraged to check out the TD Ameritrade Network3,
broadcasting all-day live programming that can help them hone their
market and investing knowledge.
Source: TD Ameritrade Holding Corporation
About TD Ameritrade Holding CorporationTD Ameritrade
provides investing services and education to more than 11 million
client accounts totaling more than $1 trillion in assets, and
custodial services to more than 6,000 registered investment
advisors. We are a leader in U.S. retail trading, executing more
than 700,000 trades per day for our clients, nearly a quarter of
which come from mobile devices. We have a proud history of
innovation, dating back to our start in 1975, and today our team of
10,000-strong is committed to carrying it forward. Together, we are
leveraging the latest in cutting edge technologies and one-on-one
client care to transform lives, and investing, for the better.
Learn more by visiting TD Ameritrade’s newsroom at www.amtd.com, or
read our stories at Fresh Accounts.
About the SurveyAn online survey of 1,001 Americans age
18+ with $10,000+ investible assets was conducted September 2017
by True North Market Insights on behalf of TD Ameritrade
Holding Corporation. TD Ameritrade and True
North are separate and unaffiliated firms and are not
responsible for each other’s services or policies.
1 Past performance does not predict future results and the
investment process even over a long period of time does not
eliminate the risk of experiencing investment losses. This is a
hypothetical example, as the investment process typically has ups
and downs along the way.
2 TD Ameritrade was ranked among the best for Investor Education
by StockBrokers.com in its 8th annual Broker Review 2018. TD
Ameritrade also received an award for #1 broker for Novice
investors. Read the full article.
3 The TD Ameritrade Network is produced by TD Ameritrade Media
Productions Company (“The Media Co.”), a wholly-owned subsidiary of
TD Ameritrade Holding Corporation and affiliate of the
broker-dealer, investment advisor, and other regulated financial
businesses of the Company. The Media Co. is not a financial
adviser, registered investment advisor, or broker-dealer.
Brokerage services provided by TD Ameritrade, Inc., member FINRA
(www.FINRA.org)/SIPC (www.SIPC.org).
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version on businesswire.com: https://www.businesswire.com/news/home/20180404005248/en/
TD Ameritrade Holding CorporationFor Media:Christina
Goethe, 201-369-8510Corporate
Communicationschristina.goethe@tdameritrade.com@TDAmeritradePRorFor
Investors:Jeff Goeser, 402-597-8464Investor
Relationsjeffrey.goeser@tdameritrade.com
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