FINRA, SIFMA Foundation form investor education alliance in U.S.

Traders Union
All News
Regulators
FINRA & SIFMA investor education alliance

Highlights

FINRA and the SIFMA Foundation formed a nationwide alliance to expand investor and financial education to more young people and families in the U.S.
The partnership responds to increased demand for financial literacy amid policy changes, growth in online investing, and new products targeting digital-native investors.
SIFMA Foundation's Stock Market Game, which has reached over 24 million students since 1977, will serve as a platform for scaling education distribution.

Partnership scope and education strategy

As reported by the Financial Industry Regulatory Authority, FINRA and the SIFMA Foundation are launching a strategic alliance to combine their expertise in investor and financial education and extend that reach to more young people nationwide.

The organizations say the partnership is designed to help current and future investors build the knowledge, skills and confidence needed to make informed financial decisions throughout their lives. They also plan to broaden access to practical investing education for families and explore new ways to engage digital-native investors with tools and resources tailored to different stages of the financial journey.

FINRA says its investor education work focuses on helping individuals understand investment products, assess risk, recognize potential fraud and identify unbiased information sources. Combined with the SIFMA Foundation's focus on early financial education, the alliance is intended to connect learners with accessible resources from their first exposure to investing through adulthood and retirement.

Broader policy backdrop and market impact

The announcement comes as more states require personal finance education in schools and policymakers consider ways to strengthen financial literacy instruction. The groups also point to new initiatives such as Trump Accounts, along with the growth of online investing apps, finfluencers and new financial products aimed at young investors, as factors increasing the need for reliable education.

Research cited in the announcement links stronger investment literacy with better financial outcomes, including greater retirement preparedness and lower susceptibility to fraud. A SIFMA Foundation survey found that 92% of parents believe children should learn about investing, while 78% say they lack confidence to teach investing basics at home, and 76% say financial education should begin before high school.

The effort also builds on the SIFMA Foundation's existing programs, including The Stock Market Game, which has introduced students to simulated investing since 1977. The foundation says the program has reached more than 24 million young people, giving the new alliance an established platform for wider distribution through educators and community partners.

Our earlier article on early-career job-hopping highlighted research showing that switching jobs in the first years of work can be a major driver of wage growth and a pathway to stronger long-term job matches. It also noted a gap between cultural skepticism toward frequent moves and evidence that labor mobility can improve career stability and earnings outcomes for younger workers.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.