SIFMA Foundation

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 or


Learn How ›

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April is Financial Capability Month – Celebrate with Us  
Become part of the 2016 Invest It Forward All Stars! Last year we recognized our 12 most active firms, promoting skills-based volunteerism to their employees across the country. Join the team.

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Judges – get your red markers ready!  

We NEED you to start marking!  

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A New Spring Term, Teachers and Students
My mother told me that there are very few people who understand how to do this and I was like, “Oh, I’m one of those people.”

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Kicked Off February 1st!  

SMG junior high and high schools - get connected with your member of Congress. We’ve had 100% of Congress participate two years in a row. Let’s make it three!


Tribute Dinner 2015

October 5, 2016

Helping young people become financially capable will ensure that they are well prepared to make informed financial decisions throughout life.


Market Data