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Center for Business and Consumer Ethics of Miami Valley

Smart Investing tools and information

Smart Investing Program Overview

The Center for Business and Consumer Ethics has teamed up with the Financial Industry Regulatory Authority (FINRA) Investor Education Foundation to offer Smart Investing classes.Smart Investing is a program that gives you tools and information to help you better protect and manage your money.

"Investment fraud is real. It can happen to anyone. It can steal your savings and investments in an instant. The BBB's Smart Investing presentation explains the tactics used, how to recognize investment fraud and how to protect yourself against the scammers who are looking to tap into your investment portfolio." 
-Steve Popp

This presentation can easily be scheduled for your organization. Please contact Terene Chatfield at (937) 610-2261 or tchatfield@dayton.bbb.org to schedule your presentation. 

Did You Know?

Anyone can become a victim of investment fraud. Americans age 65 and older are more likely to be targeted and 34% more likely to lose money once targeted than people in their 40s.

CBCE’s Smart Investing program teaches:

  • Financial scams
  • Investment fraud
  • Red flags to be aware of
  • Risk factors of victims
  • Strategies to protect yourselves

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Sponsors

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