IPT Activities

In 2006, the AARP Foundation and the IPT teamed up to create The Campaign for Wise and Safe Investing®, a national and state-level partnership between AARP state offices and their local State Securities Regulators in 35 states. The primary goal of the Campaign is to impact older investors and potential investors with research based investor education and protection.

To date, over 28 AARP state offices and their respective State Securities Regulators have implemented a variety of programs to increase awareness of fraudulent practices and educate maturing investors. Since CWSI’s inception, the partnership has trained 350+ volunteers, sponsored over 720 events that were attended by close to 40,000 individuals. In 2012, radio PSA’s airing in West Virginia are reaching an average of 318,000 listeners per week and web-based video PSA’s being shown in the state have had 32,372 Plays / 201 Clicks to-date; additionally, a call-in show in Arkansas that aired in 11,000 households. Since the start of CWSI, millions have been reached through radio and web-based Campaign for Wise and Safe messaging in various states.

At the national level, the Campaign has undertaken consumer research and focus groups. Based on that research, the Campaign developed materials in a variety of formats that are customizable for use by the states.

Campaign Materials


Take Charge Before a Bad Deal Takes You Booklet
A Guide designed to help investors avoid fraud by providing information on checking out an investment or broker before writing that check.

Booklet

Topic Inserts

Take Charge Before a Bad Deal Takes You Booklet (Spanish)
A Guide designed to help investors avoid fraud by providing information on checking out an investment or broker before writing that check.

Booklet

Topic Inserts

Avoiding Fraud Poster 1

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Avoiding Fraud Poster 2

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Avoiding Fraud Poster 3

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Avoiding Fraud Poster 4

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Campaign Best Practices

The programs undertaken at the State level include a variety of "high touch" events including "Scam Jams," lunch and learn sessions, seminars, shredding events, and other educational events. Many State have also worked to train senior "Fraud Fighters," volunteers who work with their peers to help them avoid investment fraud.

Campaign for Wise and Safe Investing® Best Practices