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IRI and SFEPD Join Nation's Premier Group for Best in Investor Education

WASHINGTON, D.C.//December 6, 2012//The non-profit Alliance for Investor Education (AIE) announced today that the Insured Retirement Institute (IRI) and the Society for Financial Education and Professional Development, Inc. (SFEPD) are its two newest participating organizations.

The 21-member Alliance for Investor Education (http://www.investoreducation.org) provides investors with access to a full range of information they need to make wise investment decisions.

AIE President Sue Duncan, who also serves as vice president of the Investment Company Institute Education Foundation (ICIEF), said: "We're happy to welcome these two leading organizations to the Alliance and we look forward to their contributions. They will bring important and unique perspectives on investor education to AIE."

Insured Retirement Institute President and CEO Cathy Weatherford said: "We share AIE's goal of improving investor education so that they have the information necessary to make informed financial decisions. Americans today are confronted with numerous challenges and risks in preparing for a financially secure retirement. IRI stands committed in helping consumers understand these risks and how attaining a guaranteed stream of retirement income can help to manage and overcome these challenges. We look forward to working with AIE partners to communicate this important message to investors."

Society for Financial Education and Professional Development, Inc. President and CEO Ted Daniels said: "We are excited about joining AIE, an organization committed to increasing the investment knowledge of individuals. The goals of AIE are aligned with the work of our organization, which is to help individuals maximize their financial resources to ensure long-term financial well-being."

The Insured Retirement Institute (IRI) is a not-for-profit organization that brings together the interests of the insured retirement income industry, financial advisors and consumers under one umbrella. IRI (http://www.irionline.org) works to promote consumer confidence in the value and viability of insured retirement strategies and is a respected research and educational resource for financial advisors. IRI also leads the National Retirement Planning Coalition—a group of prominent financial industry, education and advocacy organizations that have joined together to increase awareness of the need for comprehensive retirement planning.

The Society for Financial Education and Professional Development, Inc. (http://www.sfepd.org) develops and presents financial literacy training, including investor education to college students and individuals in communities located throughout the country. The organization has partnered with educational and financial institutions, governmental entities and corporations to enhance the financial literacy of Americans.

For an overview of the rest of the best investor education resources on the Web from AIE members, go to http://www.investoreducation.org.


Founded in 1996, the Alliance for Investor Education Web site at http://www.investoreducation.org provides investors with access to a full range of information they need to make wise investment decisions. The 22-member Alliance for Investor Education is dedicated to facilitating greater understanding of investing, investments and the financial markets among current and prospective investors of all ages. We pursue initiatives for education and join with others to motivate Americans to obtain objective information and increase their knowledge and understanding of investing.

Full members of the Alliance include: American Association of Individual Investors, American Institute of Certified Public Accountants/360 Degrees of Financial Literacy, American Savings Education Council, CFA Institute, Certified Financial Planner Board of Standards, Inc., Employee Benefit Research Institute, Financial Industry Regulatory Authority, Investment Company Institute Education Foundation, Investor Protection Trust, Insured Retirement Institute, National Association of Real Estate Investment Trusts, National Endowment for Financial Education, National Futures Association, Options Industry Council, SIFMA Foundation, Securities Investor Protection Corporation, and the Society for Financial Education and Professional Development.

The U.S. Securities and Exchange Commission, U.S. Commodity Futures Trading Commission, the U.S. Federal Trade Commission's Bureau of Consumer Protection, the Board of Governors of the Federal Reserve System, and the North American Securities Administrators Association are the governmental and quasi-governmental advisors to the Alliance.

CONTACT: Ailis Aaron Wolf, for AIE, (703) 276-3265 or aawolf@hastingsgroup.com.


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