SIFMA Foundation

Path to Investing

Path to investing
An online search for “investing basics” will return exhaustive results that are too time consuming to sift through, if all you want is a little guidance on getting started.

Whether you are looking for a starting point, already have a saving and investment plan in place, or working with a financial advisor, Path to Investing will help you build practical knowledge about the world of investing at your own pace.

Visit the sites below to get started:

Bookmark the glossary and visit for explanations of new market terms.

project: invested
Learn the fundamentals of a market economy by tapping into local resources and reading to your neighbors' stories. Project Invested provides you with a deeper understanding of the role the capital markets play in the US economy.

Industry Basics
From the role of the capital markets in the US economy to an explanation of the global marketplace, SIFMA's Industry Basics website introduces you to the fundamental components of the financial markets and securities industry.

Proxy Video Playlist
When you invest in stock, you become a partial owner in the company issuing the stock. As a part owner you are entitled to vote in company elections and issues.

It's Your Company Too
In this recorded webinar, Sharyn Bilenker, Vice President of Corporate Affairs at Broadridge Financial Solutions Inc., and Vincent Young, AVP of Curriculum Initiatives, SIFMA Foundation, discuss corporate governance, proxy voting, and the Company-Investor dynamic.

Invest It Forward
Do you teach in a classroom or afterschool setting? The SIFMA Foundation's Invest It Forward program connects your classroom with financial industry volunteers to introduce your students to investment fundamentals.

Want additional assistance or information about workshop and other educational opportunities? Send an email message to [email protected] or [email protected].


Learn How ›

Tribute Dinner 2016

Tribute Dinner 

The SIFMA Foundation's annual Tribute Dinner celebrates industry champions of youth financial education and raises awareness for an important cause. This year's dinner took place on October 11, 2017 at Cipriani (25 Broadway, NY). The honorees were Andy Sieg, Head of Merrill Lynch Wealth Management, and Gerard McGraw, Chief Financial Officer Fidelity Investments.


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Stock Market Game 
More than 600,000 students take part every school year across all 50 states. An independent study by Learning Point Associates found students who participated in the SMG program scored significantly higher on mathematics and financial literacy tests. 


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Since the program began in 2004 almost  194,000 essays have been written in classrooms across the country and more than 22,000 volunteers have served as judges in the national essay competition.  

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Capitol Hill Challenge   

CHC connects middle- and high-school students across the country with their member of Congress. In 2017, we had 100% participation from Congress and over 60 Senators and Representatives met with their teams personally. The top 10 teams win a trip to Washington, DC!  

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Invest It Forward
IIF connects volunteers from industry firms who personally offer exciting, multimedia in-school and afterschool lessons to help our nation's youth better prepare for their own futures as financially capable and engaged citizens. Learn how you can get involved today!


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