Your clients rely on your expertise for more than just to invest their money: They depend on you to help them to achieve their life goals. That’s where OppenheimerFunds’ Financial Literacy program comes in.
Approved and ready for use with your clients, this turnkey program provides key lessons on how to accumulate, protect, and distribute wealth. The program is suited for investors of all ages and levels of financial and investment knowledge.
Our Financial Literacy program can assist in your outreach to prospects and conversations with clients and their families, helping them understand a range of issues—from the basics of saving and investing, to retirement planning and wealth transfer.
Get started with the resources below:
- Overview Brochure: Learn how the program and its easy-to-understand concepts can be used with your clients
- Financial Literacy Chart Book: Download the complete Financial Literacy presentation, organized according to the three key phases your clients typically go through when managing their wealth.
- Selected Topics: Experience a more curated view via the CE-approved selected slides.
- Seminar Invitation: Use the editable PDF to tailor the invitation and incorporate your event’s details.
Additionally, visit our digital tool to navigate the full program, complete with speaker notes, and clip slides to customize presentations to your clients.
These views represent the opinions of OppenheimerFunds, Inc. and are not intended as investment advice or to predict or depict the performance of any investment.
Investing involves risk and the possible loss of principal. Mutual funds and exchange traded funds are subject to market risk and volatility. Shares may gain or lose value. Capital gains distributions are taxable as capital gains.
This material is provided for general and educational purposes only, is not intended to provide legal or tax advice, and is not for use to avoid penalties that may be imposed under U.S. federal tax laws. OppenheimerFunds is not undertaking to provide impartial investment advice or to provide advice in a fiduciary capacity. Clients should contact their own legal or tax advisors to learn more about the rules that may affect individual situations.