Financial Education Made Simple with Our Guides & Booklets

Financial Education Made Simple with Our Guides & Booklets

Lightbulb guides are trusted by organizations and consumers as high-quality financial education resources. The guides cover a broad range of foundational personal finance and investing topics, including

  • money management

  • retirement planning

  • ETFs

  • college savings plans

  • annuities

We also create custom guides for specific audiences, including women investors, students, and the military.

All of the guides are available in digital and mobile formats, as well as in print.

 

FiNANCIAL LITERACY FOR CUSTOMERS AND EMPLOYEES

Financial services firms, financial advisers, and planners use Lightbulb guides to educate their employees and customers, market their services, and support financial literacy and other advocacy programs.

BENEFITS OF LIGHTBULB GUIDES

Lightbulb guides resonate with consumers, build credibility and positive brand awareness for organizations, and help maintain top-of-mind awareness for ongoing and future customer contacts.

 

COMPLIANCE-FRIENDLY CONTENT

Lightbulb financial guides are compliant with regulatory guidelines. We can also work directly with your compliance department to address specific requirements.

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FAQs

  • Our guides and booklets are extremely cost-effective. They range from $8 to $19.95, and we offer discounts for quantity orders.

  • All of our guides and booklets are updated on a regular basis to ensure that they are timely and accurate. You’ll never get, or be sharing, outdated information.

  • All of our content meets standards determined by FINRA and national educational organizations. Our editorial team is also available to work with your compliance department to make any required adjustments.