Resources for Applicants

The following resources are designed to help applicants and grantees design and manage their projects.


Looking for ideas to help you get started on the design of your marketing plan? Take a look at these very practical resources developed to help you find great strategies to promote your program and the tools to implement your plans.


Evaluation isn’t difficult, but it does require some planning. And as a grant recipient, you will have help from the professionals.

Investor Education

The FINRA Investor Education Foundation has created investor education content modules that are required to be used in this project. Available at no cost, these materials are unbiased and free of commercial endorsements. Grantees who are awarded funding for Smart investing@your library are required to use or adapt the investor education content modules.

In recent years, the FINRA Investor Education Foundation has made grants to nonprofit organizations to develop unbiased, high-quality investor education resources. Applicants are strongly encouraged to make use of these resources which are also available free of charge for nonprofit purposes. Products created by other grantees.