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

• • Analyze Mutual Fund and ETF Fees and Expenses 
  • Look Up Mutual Fund Breakpoint Information 
  • FINRA BrokerCheck - Check the Background of Your Investment Professional 
  • Understanding Investment Professional Designations 
  • Arbitration Awards Online 
  • 529 College Savings Plan Expense Analyzer 

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) and IRA Minimum Required 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

• • FINRA Glossary
  • Glossary of Analyst Research Report Terms