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Educational Resources
Help Center
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14 Investment Infographics to Assist First-Time Investors

By Daleska Pedriquez, Aug 12, 2021

investment infographic

Studying the best methods and strategies to invest might feel like digesting a giant mountain of information. Thankfully, you won’t have to read through entire books and attend hour-long seminars because the internet makes studying investing strategies fun and easy—with investment infographics.

Visuals play a key role in easily studying online investing and other complex topics, and infographics have become the best education tools the internet has produced so far.

Here are ten excellent investment infographic templates to assist first-timers in their investment journey. You can easily customize them for your investment learning using Venngage’s Infographic Maker.

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Want to learn more about other types of infographics? Read our blog on the 9 types of infographics or watch the video below:

Click to jump ahead:

FundR investment process infographic

investment infographic

This Venngage investment process infographic template states the 6 steps you can follow in order to invest wisely and maximize your ROI.

Notice the use of icons and the clever ways of using colors to make information stand out, in both the numbers for each step and the major headings of this infographic.

Take a look at this investment infographic template and you can grasp the brand colors of FundR right away.

If you want to customize this template to reflect your brand colors, simply add your brand colors and logos to My Brand Kit:


And from the editor, add your branding elements to the infographic in one click:


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Boosting client investment profit infographic

investment infographic

This template for investing can easily be customized to support your team and their work.

If you’re a first-time investor, you can take the advice from this infographic and apply it to your own investing strategies, before taking on clients. Make sure to consult investment advice and guidelines in some other infographics below to have a more holistic approach to your investing strategies.

For more finance infographic templates, read our round-up of the top 14+ finance infographics to simplify financial information.

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Stock market infographic 1

investment infographic

New to investing? This template is perfect for you.

This stock market infographic explains the most popular investment terms that you may encounter on your investment learning journey.

You can customize this template to summarize key learnings you have, or edit it to reflect your own definition or understanding of these investment terms.

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Stock market infographic 2

investment infographic

Here’s another stocks infographic template that delivers the exact same information, but with a different design.

Notice the use of icons in this infographic. Unlike the icons used in the other stocks infographic, these ones are monocolored icons, which means you can change their colors as you’d like to.

If you want to use different sets of icons, simply double click one icon and an Icon Replace menu will appear:


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Real estate investing comparison infographic

investment infographic

For a first-time investor like you, this real estate investment comparison infographic contains lots of useful information. But take a closer look and you can see that the design used on this infographic is something you can learn as well.

See how the designer has used a number of different layouts and styles in one single design? You can incorporate charts, graphs, diagrams, comparison lists and so much into one visual.

This is especially important for lengthier finance infographics or infographics that cover broad topics. A single design applied all the way through for each section risks appearing repetitive and will lose your reader’s attention.

For more comparison infographics, visit the blog: 20+ Comparison Infographic Templates and Data Visualization Tips

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Capital Info real estate investment process infographic

investment infographic

This Venngage infographic uses umbrella categories to describe the best way to invest in the real estate market. First-time investors should note that the infographic simplifies the steps involved because it takes much more steps to make real estate investments successful.

For example, step 1’s basic “Set your goals” is simple enough for any first-timer. However, steps 2 and 3 are much more involved.

Step 2 requires making sub-investments or other projects to help you earn real estate investment-purchasing resources. Then, step 3 requires you to study the best real estate investment strategies in detail.

Therefore, the infographic effectively gives new investors the gist of real estate investment procedures only.

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B2C financial investment process infographic

investment infographic

This infographic focuses on the step-by-step investment partnership process new investors will undergo with Pagos Financial.

Simple finance infographics help to provide a useful overview of what your finance consultancy does. Rather than paragraphs that your audience needs to sift through, or long-winded explanations, they have a simple summary that they can understand in minutes.

Pagos Financial’s multi-dimensional portfolio development approach and guidelines in finding the best managers, however, are different from other investment companies. Therefore, new investors should ask for a similar guiding infographic to learn more about their strategy.

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Modern real estate marketing statistics infographic

investment infographic

Real estate investment is effective if you carefully target your audience. Thus, this handy modern real estate marketing statistics template is the best reference to find viable strategies.

This template’s research uses hard data to help you decide which strategies can work best for you. For example, real estate investors who posted their properties on Instagram saw higher engagement from first-time homeowners. You can use this strategy or try another one from this handy infographic.

However, this infographic only explains the gist of modern real estate marketing strategies. You’ll need to find other fully detailed infographics or in-depth real estate marketing content.


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Investment infographic: The BRRR method for real estate

investment infographic

The BRRRR Method template has rich details about each step and a great and helpful layout that new investors can easily comprehend.

First, it explains the acronym in a general sense. It then continues to highlight detailed information while using charts and diagrams for effective elaboration.

Highlighting the pros and cons with a middle split is one of the best features of this infographic. Any new investor who reads this now has a comprehensive understanding of investment renovation’s general idea quickly.

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Infographic about COVID-19 impact on real estate investors

investment infographic

The year 2020 has been a great shock to many businesses and retailers because of its swift influence in turning down the economy. Real estate investors were hit hard by an activity shortage and the closing of local businesses. Thus, this infographic serves as an excellent guide for new real estate investors during the pandemic.

The simplicity of this infographic’s guidelines allows new investors to have a gist of wise real estate investing during the pandemic. Most of these tips scratch the surface. As a result, new investors have starting points to maintain or improve their investments.

Related: COVID19 Timeline: Everything That Happened Up to the Present

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Stocks and shares investment infographic 1

investment infographic

This Venngage stocks infographic is one of the most informative and best starting points for newbie stock investors. It highlights many basic guidelines that can guide investors to their success.

For example, the infographic highlights that the best approaches to stock and share investment are long-term investing, dividend-focused activities and adapting to situations outside metric standards.

The tips are simple for new investors. However, we highly recommend that you consult a book or observe an actual stock and share market investor to learn the smallest stock and share investment details.

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Stocks and shares investment infographic 2

investment infographic

This infographic contains the same information as the one preceding this template. Design and layout differentiate this infographic from the other.

This free Venngage infographic uses a list-style layout instead of a button grid appearance for its look. Therefore, these two infographics are interchangeable if you’re using them for your reference or presentation use.

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Real estate and the economy infographic

investment infographic

Employment rates and real estate sales correlate with each other. Lower incomes mean the real estate market will suffer because of poor sales and local business closures. This Venngage infographic shows the correlation with its statistical information.

New investors must keep in mind that statistics in this infographic might expire by their time of reading. However, each subtopic shows you figures that indicate trouble or growth for your real estate investments.

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Buy investment property infographic

investment infographic

This Venngage investment property infographic template is one of the best explainers for the subject. It possesses enough details to describe the first few steps that first-time real estate investors must take.

This finance infographic template design was actually made for Mashvisor and can be found on their blog. They found it super helpful to break down a complicated process (purchasing investment properties) into its numerous steps with an infographic.

You can easily adapt this layout for your own content, applying your brand colors and company logo to make it your own.

The lines, colors and icons, help your readers make their way through content without feeling overwhelmed or lost. What makes this infographic effective is that headings broadly capture each step, with subtext that provides more details. This is an approach that helps break up dense content into manageable parts.

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In summary: These infographics guarantee you’re going to invest wisely

Invest wisely by fully integrating the best practices of stock and real-estate investing in your practices.

Interested in customizing these infographics yourself? Simply sign up for a free Venngage account and start designing with our easy-to-edit templates and drag-and-drop editor. No design experience required.

About Daleska Pedriquez

Daleska is Venngage’s Marketing Manager. With a background in marketing communications and a deep interest in journalism, she aims to write about exciting topics and make them understandable for everyone.