Tools & Calculators
FINRA provides a variety of interactive tools that can help you plan your financial future, from getting background information about your broker to using financial calculators.
Research Tools
- Fund Analyzer - Compare different funds and share classes. Evaluate the impact of fees, returns and investment amount on future values and costs.
- FINRA BrokerCheck - Check the background of your investment professional or firm.
- Understanding Investment Professional Designations
- Arbitration Awards Online
- 529 College Savings Plan Expense Analyzer
- Risk Meter
- Scam Meter
Financial Calculators and Simulation Games
- Investor Knowledge Quiz
- Smart Bond Investing Accrued Interest Calculator
- Retirement Calculator
- College Savings Calculator
- Loan Calculator
- Savings Calculator
- 401(k) 'Save the Max' Calculator
- 401(k) and IRA Required Minimum Distribution Calculator
- Kids' Calculator (Alliance for Investor Education)
- Saving for My Summer Vacation (Alliance for Investor Education)
- The Stock Market Game TM (SMG Worldwide)
- Retirement Estimator (Social Security Online)
Financial Terms