Financial Literacy

Financial literacy is fundamental to economic opportunity, community well-being, and a strong democracy. Yet, too many Americans lack the skills to make informed financial decisions about saving, investing, and planning for the future.

SIFMA and the SIFMA Foundation are committed to addressing this challenge from the ground up – equipping young people with the tools and confidence to understand the market economy, manage money wisely, and invest for lifelong success.

Key Focus Areas

Building Financial Capability for Youth

Through a robust portfolio of curriculum-based, online educational programs, the SIFMA Foundation reaches more than 600,000 students each year, teaching the fundamentals of saving, investing, and long-term planning.

Strengthening Classrooms and Communities

The Foundation’s flagship Stock Market Game™ delivers proven academic gains, increasing student performance in math, economics, and personal finance. Independent research shows participating students score significantly higher on financial literacy tests and report greater classroom engagement. Teachers also benefit, gaining new knowledge and motivation to plan for their own financial futures.

Financial Literacy Month: Insights from the SIFMA Foundation and Charles Schwab

In recognition of Financial Literacy Month, SIFMA President and CEO Kenneth E. Bentsen, Jr. hosts a discussion with Lisa Hunt, Managing Director and Head of International Services at Charles Schwab, and Melanie Mortimer, President of the SIFMA Foundation.

Get the latest trends, stats, and research on financial markets and securities.