SIFMA Foundation

The SIFMA Foundation is the nation’s leader in youth financial education, filling critical gaps for communities nationwide since 1977. Through a portfolio of acclaimed and innovative programs, we have leveled the playing field for more than 23 million youth and their teachers and families to become financially prepared for life and access the benefits of the capital markets.

The SIFMA Foundation’s interactive online investing simulations and integrated, standards-based personal finance curriculum engage 750,000 youth every year. Roughly 90% of participants represent public schools, nearly half of which qualify for federal assistance. Cross-sector collaborations, financial industry expertise, extensive teacher support, and targeted assistance in underserved communities are hallmarks of the Foundation’s measurable and enduring impact.

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SIFMA Foundation - Capitol Hill Challenge

  • 23 MYouth Served in Grades 4-12
  • 100%Members of Congress Participated
  • 1977Year Founded

Key Initiatives

  • Multi-sector collaborations with business, government, and education leaders that forge pathways for youth to access financial education, explore careers in business and finance, interact with role models, connect learning to current events, and build better financial life outcomes.
  • A robust teacher-support infrastructure that features in-person and online professional development, mentorship, and classroom visits by financial experts that span 20,000 teachers and schools each year.
  • An extended network of national and local youth organizations that ensures financial education access in school, out of school, and in hard-to-reach, rural, and high-poverty communities.

 

Students who played The Stock Market Game™ scored significantly higher on mathematics and financial literacy tests than their peers that did not play.

Learning Point Associates

Programs

Program

The Stock Market Game

A dynamic, curriculum-based investing simulation that immerses students in the global capital markets, personal finance, investing, and market analysis as they manage a virtual portfolio of stocks, bonds, mutual funds, and ETFs in real time.

Program

InvestWrite™️

A national essay competition that challenges students to apply their financial knowledge and critical thinking to real-world scenarios, deepening their understanding of economics and long-term investing through persuasive writing.

Program

Capitol Hill Challenge™

A national competition that pairs students with Members of Congress as they participate in The Stock Market Game, blending financial education with civic engagement and public policy discussions.

Program

Invest It Forward™

A volunteer-driven program that connects financial professionals with classrooms to deliver real-world insights into personal finance, careers, and the fundamentals of financial success.

Get Involved

Donate

Your contribution helps students, educators, and schools access the tools they need to understand the markets, build strong financial habits, and prepare for long-term success. Donations support programs that open doors to wealth-building opportunities and careers in finance, especially for youth in low-income communities.
Volunteer

Teach a Class

Financial professionals and firms can share their expertise by leading sessions in classrooms or youth-serving nonprofits—virtually or in person—with the support of ready-made interactive materials. Opportunities range from one to four hours and can be done individually or as a team.
Volunteer

Judge a Student Essay

Join over 5,000 industry professionals who help judge InvestWrite™, a national essay competition tied to The Stock Market Game™. Judging is fully virtual, takes under two hours, and makes a lasting impact on a student’s life.
Event

Annual Tribute Dinner

The SIFMA Foundation’s Tribute Dinner honors industry leaders who champion youth financial education and raises critical support to expand access to this essential learning.

Surveys & Studies

Survey

Building Financial Futures: The SIFMA Foundation’s Building Financial

Futures survey captures the voices of K–12 parents on the importance of financial education in schools, offering powerful insights into how families view its role in their children’s future. These findings help shape the Foundation’s programs and aim to inspire educators nationwide to incorporate financial education in every classroom.
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Learning Point Associates Study

An independent study by Learning Point Associates found students who participated in the SIFMA Foundation's The Stock Market Game™ program scored significantly higher on mathematics and financial literacy tests than their peers who did not. They also found that teachers who taught SMG reported the program motivated them to better plan for their future and to engage in financial planning, research, and use of investment products and services.

About Us

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About the SIFMA Foundation

An overview of the SIFMA Foundation.
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SIFMA Foundation Supporters

Our thanks go to the many organizations throughout the financial services industry that make our programs possible.
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Board of Directors

The efforts of the SIFMA Foundation are guided by its Board of Directors, a group of financial industry professionals dedicated to improving our country's financial capability.

Financial Reports

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Audited Financial Statement: 2024

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Audited Financial Statement: 2023

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Audited Financial Statement: 2022

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IRS Form 990: 2024

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IRS Form 990: 2023

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IRS Form 990: 2022

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