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200 South 108th Avenue
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800-669-3900
clientservices@tdameritrade.com


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clientservices@tdameritrade.com


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Press Release Details

TD Ameritrade to Offer Free Investor Education Curriculum for Financial Literacy Month

April 4, 2018

Improving financial acumen through TD Ameritrade’s award-winning education

OMAHA, Neb.--(BUSINESS WIRE)-- 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)

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 Corporation
TD 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 Survey
An 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).

TD Ameritrade Holding Corporation
For Media:
Christina Goethe, 201-369-8510
Corporate Communications
christina.goethe@tdameritrade.com
@TDAmeritradePR
or
For Investors:
Jeff Goeser, 402-597-8464
Investor Relations
jeffrey.goeser@tdameritrade.com

Source: TD Ameritrade Holding Corporation

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