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Kentucky Office of Financial Institutions

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OFI Publications

The following publications may be viewed with Adobe Acrobat Reader or Microsoft Word. If an alternative format is needed, or if you would like to order print copies to distribute, e-mail Kelly May or call 800-223-2579, ext. 252.

Investor Brochures and Resources

Five of the seven investor booklets are available in hard-copy form from OFI.

Investor Education Booklets

The following seven booklets are produced by the editors of Kiplinger's Personal Finance magazine and presented free by OFI:

Five Keys to Investing Success [PDF 136K]
Getting Help With Your Investments [PDF 163K]
Maximize Your Retirement Investments [PDF 235K]
Mutual Funds: Maybe All You'll Ever Need [PDF 185K]
The Basics for Investing in Stocks [PDF 189K]
A Primer for Investing in Bonds [PDF 176K] (only available online)
Where to Invest Your College Money [PDF 190K] (only available online)

Various investing brochures are available from OFI.

OFI Brochures on Investing

How Time Affects the Value of Money [PDF 94K]
10 Dos and Don'ts for Investors [PDF 574K]
Unsuitable Investments [PDF 627K]
Top 10 Investor Traps of 2007 [PDF 98K]
Investor Traps of 2006 [PDF 87K]
Affinity Fraud [PDF 312K]
Choosing a Stockbroker [PDF 343K]
Cutting Through The Confusion [PDF 506K] (only available online)
What is a Mutual Fund [PDF 261K] (only available online)

Kentucky Securities Law [PDF 317K] (intended for prosecutors/law enforcement officers)

Financial Brochures and Resources

Various brochures about lending, credit and other topics are available from OFI.

OFI Brochures on Lending

Don't Fall Prey to Predatory Lending [PDF 120K]
Mortgage Loans [PDF 424K]

OFI Brochures on Credit

Debit Cards vs. Credit Cards [PDF 338K]
Selecting a Credit Card [PDF 315K]

Other OFI Brochures

Guarding Against Phishing [PDF 100K]
What is the Kentucky Office of Financial Institutions? [PDF 145K]
Don’t Know Which Way to Go? Career Opportunities [PDF 280K]

Free High School Financial Literacy Curriculums Available

  • Basics of Savings and Investing: Financial Literacy 2020
  • The ABCs of Credit Card Finance (with instructor guide)

For more information, visit the Free Financial Literacy Curriculums for Teachers section on the Educational Outreach page.

Other OFI Publications

Annual Reports

The annual reports of the Kentucky Office of Financial Institutions contain statistical and historical information pertaining to the financial services industry regulated by the agency. Copies of several OFI annual reports can be downloaded from the Annual Reports Web page. Electronic copies are available online for most of the years between 1998 and 2006. Hard copies of those and other dates can be viewed in our office.

Newsletters

Newsletters can be viewed here.

Press Releases

Press releases can be viewed here.

 

Office of Financial Institutions
1025 Capital Center Drive
Suite 200
Frankfort, KY 40601
Phone: 502-573-3390
Fax: 502-573-0086
E-mail:
kfi@ky.gov

 

Last Updated 10/29/2007
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