Why Financial Literacy?

The BSAS Financial Literacy Initiative is a community outreach program designed to consolidate valuable financial literacy content and make it widely available as a resource to the general investing public. Financial illiteracy is rampant among both the young and seasoned professionals. At BSAS, one of our key missions is to better serve a broader investing community. We challenged ourselves to create financial education resources that reach beyond our members; to bridge the financial literacy gap and help people land on their feet. Our goal is help the investing public be more financially savvy.

Structure

In 2013 – 2014, over 100 BSAS member volunteers helped develop the initiative as well as topic-driven educational modules targeted people of all ages and backgrounds. Today, over 40 volunteers continue to work to help people facing important financial decisions (buying a car, buying a home, investing for retirement, financial budgeting, etc.). Content falls into two major topics areas: Personal Finance and Investment 101. Personal Finance deals with decisions such as leasing vs. buying, mortgage interest rates, risk of debts, household budgeting, savings, retirement, credit scores and choosing banks, etc. Investment 101 topics touch upon inflation protection, tax-efficient investing, bonds vs. equities, the role of financial advisors, indexing and ETFs, and risk and asset allocations. Volunteers have been organized into four major groupings: 1) Content; 2) Marketing/Delivery; 3) Partnerships/Alliances; and 4) Speakers Bureau. 

Attribution & Disclaimer

Local societies are more than welcome to use any materials that include BSAS branding. You may also use BSAS Financial Literacy materials as a guide for your own materials, provided that BSAS receives proper attribution. All materials must include the attached "Attribution Logo" as well as disclaimer information as provided by BSAS.

Access Financially Puzzled "Attribution Logo" here.  

Disclaimer Information
This presentation is the property of the Boston Security Analysts Society, Inc. (“BSAS”). It may not be copied, duplicated, or disseminated in whole or in part without the prior written consent of BSAS. The comments, suggestions, and advice provided in and during this presentation are of the applicable presenter and not of their respective employers or BSAS, its members, employees, or volunteers. This proprietary presentation is provided for general informational purposes only and was prepared based on the current information available, including information from public and other sources that have not been independently verified. No representation or warranty, express or implied, is provided in relation to the accuracy, correctness, appropriateness, completeness or reliability of the information, opinions, or conclusions expressed in the presentation and by the presenters. Information in this presentation should not be considered as a recommendation or advice to own any specific asset class.  This presentation does not take into account your needs, personal investment objectives, or financial situation. Prior to acting on any information contained herein, you should consider the appropriateness for you and consult your financial professional.  All securities, financial products, and transactions involve risks, including unanticipated market, financial, currency, or political developments. Past performance should not be seen as a reliable indication of future performance and nothing herein should be construed as a guaranty of results. This presentation is not, and nothing in it should be construed as, an offer, invitation or recommendation of any specific financial services company or professional, or an offer, invitation or recommendation to sell, or a solicitation of an offer to buy, any securities in any jurisdiction.

 Access Disclaimer Word document here.

Current Content

Please click on the links below to access BSAS Financial Literacy Content. 

Basics of Investing PowerPoint Presentation
This module has been presented at three "Money Conferences," sponsored by the State of Massachusetts Treasurer's Office. We also provide "Money Mentors" to sit one-on-one with individuals who have general investing questions.

Basics of Insurance PowerPoint Presentation
This module was been presented at YearUp, a BSAS partner that empowers low-income young adults to go from poverty to professional careers. 

Personal Budgeting and Planning PowerPoint Presentation
This module was presented to a class 25 students at YearUp, a BSAS partner that empowers low-income young adults to go from poverty to professional careers. 

How To Develop an Investment Plan 
Online module with partner Center for Retirement Research at Boston College.

Active vs. Passive Investing
This module has not been presented and is currently being assessed by the BSAS Financial Literacy Marketing and Delivery group to determine the best method of delivery.

Bonds & Equity
This module has not been presented and is currently being assessed by the BSAS Financial Literacy Marketing and Delivery group to determine the best method of delivery.

Choosing a Bank (Check List)
This form has not been distributed to any audiences and is currently being assessed by the BSAS Financial Literacy Marketing and Delivery group to determine the best method of delivery.

Savings
This module has not been presented and is currently being assessed by the BSAS Financial Literacy Marketing and Delivery group to determine the best method of delivery.

Tax Efficient Investing
This module has not been presented and is currently being assessed by the BSAS Financial Literacy Marketing and Delivery group to determine the best method of delivery.

Contact Us / Information:

For questions or requests, please email BSAS Financial Literacy Local Society Liaison Jamie Hollis, CFA.

Click here for a copy of our Financial Literacy Information Sheet.