American Association of Individual Investors

Membership programs: aaii provides investment education information and research for approximately 137,000 members. Members receive access to the aaii.com website and its 27-year personal financial and investing articles archive. Members also receive the monthly aaii journal with educational articles and features covering portfolio management stock and fund investing approaches retirement planning taxation insurance and financial planning. In addition both annual and life members receive investment information guides including our mutual fund guide exchange-traded fund guide personal tax guide and our prism wealth-building process.

National programs: our local chapter programs aim to offer unbiased investment education and membership interaction. Active local chapters are using a combination of in-person-only meetings in-person meetings that are streamed live and virtual-only meetings. Aaii continues to host national webinars mostly with staff. Aaii provides an online community for discussion and exchange of educational information.

Subscription programs: aaii offers subscription programs that provide members with investment education information and research. Our stock investor pro software program allows users to conduct fundamental stock analysis and research on over 4,000 publicly traded companies with education on investment screening and selection. The dividend investing growth investing stock superstars report and vmq stocks websites and corresponding newsletters educate Investors and provide information and research on stock analysis portfolio construction and management. A+ investor is a suite of tools that educates in discovering researching and tracking investments. Aaii retirement investing provides education on saving for transitioning to and living in retirement. Aaii platinum is a bundle of dividend investing growth investing stock superstars report vmq stocks retirement investing and a+ investor.

Form 990 part iii line 4d other program services: other program services: aaii provides programs of investment education to the general public and college students. For the purpose of educating the public about investing a free online investment education program for university professors and their students. The program provides participants with access to the monthly journal our investor classroom series and members only areas of the aaii.com website all with the goal of delivering investment education to college students. Books: aaii offers members several educational book titles within our aaii investor library series. These titles cover investing basics retirement planning and portfolio building.