Increasing Financial Literacy - Adams County Education ... Brochure_jan20… · The SIFMA...

Increasing Financial Literacy

& EXPANDING AWARENESSOF THE

SECURITIES INDUSTRY & FINANCIAL MARKETS

Increasing Financial Literacy SIFMA FOUNDATION

About Us

The SIFMA Foundation is dedicated to

fostering knowledge and understanding

of the financial markets for individuals of

all backgrounds. Drawing on the support

and expertise of SIFMA member firms,

the SIFMA Foundation provides financial

education programs and tools that

strengthen economic opportunity across

communities and increase individuals’

access to the benefits of the global

marketplace.

The SIFMA Foundation’s acclaimed Stock

Market Game™ program is an online simulation of the global capital markets

that engages students grades 4-12 in the world of economics, investing and

personal finance, and prepares them for financially independent futures. Nearly

600,000 students take part every school year across all 50 states and around

the globe. The Stock Market GameTM has reached 14 million students since its

inception in 1977.

The SIFMA Foundation’s InvestWrite national essay competition is a

culminating activity for The Stock Market GameTM (SMG) students, extending

what they have learned in SMG by challenging them to analyze, think critically

and problem solve. Students address real-world financial issues and situations

by answering a question about long-term

saving and investing.

The Capitol Hill Challenge (CHC) matches

Members of Congress with schools across

the country participating in The Stock

Market GameTM. Winners receive a paid trip

to Washington, DC to meet their member of

congress, tour financial landmarks, and learn

first-hand about financial policy making. Since

its inception in 2004, CHC has engaged almost

1,200 U.S. Representatives and Senators with

over 30,000 students across the country.

A competitive edge early in life.

Tracking economic indicators.


Join Us

Through the generous support of SIFMA member firms, corporate

partners, private foundations, and individuals, the SIFMA Foundation

has provided students in grades 4–12, their teachers, and their

parents with broader knowledge and a deeper

understanding of the essential role that the

securities industry and financial markets play in

the global economy, while also reinforcing their

knowledge of personal finance.

The SIFMA Foundation’s sponsors and partners

support us in many ways. Some provide financial

contributions for the development of new

educational programs or to maintain existing

programs. Others contribute time and experience

by volunteering to visit classrooms using The Stock

Market GameTM program, judging the InvestWrite

essay contest, speaking at teacher training events,

and helping to develop teaching materials. Still

others do both!

When you and your company contribute to the

SIFMA Foundation, you:

• Provide first-hand access to the fundamentals of bond, mutual

fund, and stock investing to audiences who might otherwise

never have this exposure.

• Educate the general public about the role the securities industry

and financial markets play in preserving and strengthening the

nation’s infrastructure and its prosperity long into the future.

• Protect and grow the nation’s economy through the creation of

an informed investor public and a new generation of financially

literate youth.

• Demonstrate the charitable nature of the securities industry and

financial markets.

Join us in our mission to provide individuals access to the tools and skills they need to lead financially independent lives and to help our communities and our nation grow and prosper.

Virtual becomes real at NYSE.


Contribute

Make your tax-deductible contribution today at www.sifma.org/foundation

If you prefer to send a check, make it payable to the SIFMA Foundation

and mail it to:

SIFMA Foundation for Investor Education

120 Broadway, 35th Floor

New York, NY 10271

Enhance your cash contribution! Ask about your company’s charitable

Matching Gifts Program.

Would you like to volunteer your expertise to one or more of our programs?

Contact Nancy Kahn at [email protected] or call 212-313-1307.

The SIFMA Foundation would like to thank our SIFMA member

firms, corporate and foundation supporters, individual donors,

and volunteers who have helped millions of students become

financially prepared for life.

CAPITOL HILLc h a l l e n g e

Hands-on training on a simulated trading floor.


For Parents & Teachers

Recent history has taught us just how important it is to have a

fundamental understanding of saving and investing. The Stock Market

GameTM has significant and measurable impact on student financial

literacy and academic achievement across all grades.

An independent study by Learning Point Associates found students

who participated in the SMG program scored significantly higher on

mathematics and financial literacy tests than their peers who did not

participate. They also found that teachers who taught SMG reported the

program influenced them to engage in financial planning, research, and

use of investment products and services.

Teachers: Register your students for The Stock Market GameTM program

today so they have the

life skills to succeed tomorrow.

Visit www.stockmarketgame.org.

Parents: Encourage your

child’s teacher to review The

Stock Market GameTM website

at www.stockmarketgame.org

and register their class to

participate.

0

10

20

30

40

50

60

Grades 7-10Grades 4-6

Performance in Mathematics

SMG Participants Non-Participants

Nat

iona

l Per

cent

ile

Congressman Barney Frank congratulates student winners.

MATH ACHIEVEMENT


Volunteer Opportunities

The SIFMA Foundation has a number of volunteer opportunities available

for you to choose from, such as:

InvestWriteJudge the SIFMA Foundation’s national essay competition,

InvestWrite. Judging is simple and done entirely online.

For more information or to register as a judge visit:

www.investwrite.info/judges.

Classroom VisitsCreate an atmosphere of authenticity and excitement

about the industry by visiting a classroom engaged in The

Stock Market Game™ program.

Speakers BureauWhether live at a teacher professional development day

or online for a financial literacy webinar; administrators,

teachers, parents, and students are eager to hear from you.

Curriculum AdvisorThe Stock Market Game’s grade 4-12 classroom

curriculum is what differentiates it from other financial

literacy programs. Help keep the SMG relevant by

volunteering to to assist with curriculum materials.

For more information about these opportunities or to sign up,

contact Nancy Kahn at [email protected] or call 212-313-1307.

Information about the SIFMA Foundation is available at

www.sifma.org/foundation.


InvestWriteBecome a judge for the SIFMA Foundation’s national essay contest. Submissions come from elementary, middle, and high school students across the United States. Judging is done entirely online. Rubrics for scoring essays are provided. To register to be a judge: www.investwrite.info/judges

Classroom VisitsFor over 30 years The Stock Market Game has enhanced classrooms in a variety of disciplines. Even with advances in computer and Internet technology, nothing replaces meeting in person with an industry expert. Create an atmosphere of authenticity and excitement about the industry by visiting a classroom engaged in The Stock Market Game. For more information: www.stockmarketgame.org

Speakers BureauShare your knowledge and experiences with administrators, teachers, and the general public (some of whom have had no exposure to the world of investments). The SIFMA Foundation for Investor Education has a robust speakers program. Whether live at a teacher professional development day or online for a financial literacy Webinar, participants are eager to hear from you.

Curriculum AdvisorThe Stock Market Game’s grade 4 – 12 classroom curriculum is what differentiates it from other financial literacy programs. Help keep The Stock Market Game meaningful and relevant to learners of all ages by volunteering to edit its curriculum materials.

Contact Nancy Kahn at [email protected], 212-313-1307, www.sifma.org/education

Other Volunteer Opportunities are Available!























We would like to thank our 2012 partners

Alacra, Inc.

Allen & Company of Florida, Inc.

Allen & Overy LLP

Allen, Mooney & Barnes Brockerage Services

AllianceBernstein Holdings

Allison-Williams Company

American Century Brokerage, Inc.

Ameriprise Financial Services, Inc.

Aon Risk Solutions

Asia Pacific Financial Management Group

Associated Investment Services

Atlas Strategic Advisors, LLC

Auriga USA LLC

Balance Sheet Solutions, LLC

Banco Popular de Puerto Rico

Bank of America Consumer Education

Bank of America Merrill Lynch & Co., Inc.

Barclays Capital Inc.

BATS Trading, Inc.

BBVA Securities Inc.

Berkshire Capital Securities LLC

Bingham McCutchen LLP

Bloomberg LP

Bloomberg Tradebook LLC

BMO Capital Markets GKST Inc.

BNP Paribas

BNY Mellon Asset Management

BNY Mellon Corporation

Boenning & Scattergood, Inc.

BondDesk Group, LLC

Brean, Murray, Carret & Co.

Broadridge Financial Solutions, Inc.

Brooks Brothers

Brueckner Family Foundation

BTG Pactual US Capital

Cadaret Grant & Co., Inc.

Cadwalader, Wickersham & Taft LLP

Calhoun, Baker Inc.

Calypso Technology

Canaccord Genuity Inc.

Capco

The Capital Grille

Capital One Asset Management

Capital One Investment Services LLC

Capital One Southcoast, Inc.

Capital Research and Management Company

Cascade Financial Management, Inc.

Centennial Securities Company, LLC

Chapin, Davis & Co., Inc.

Charles River Brokerage, LLC

Cheevers & Company Inc.

Chester Harris and Company, Incorporated

Christopher Weil & Company, Inc.

CIBC World Markets Corp.

2012 Partners SIFMA FOUNDATION

CICC US Securities, Inc.

City Securities Corporation

Clancy Financial Services, Inc.

Cleary, Gottlieb, Steen & Hamilton LLP

Cohen & Gresser LLP

Cormark Securities (USA) Limited

Cravath, Swaine & Moore LLP

Crédit Agricole Securities (USA) Inc.

Credit Suisse Securities (USA), Inc.

Cullen Investment Group, Ltd.

Cutter & Company Brokerage, Inc.

DART Executions, LLC

Davenport & Company LLC

Davidson Companies

Davy Securities Limited

Deloitte

William Dentzer, Jr.

Depository Trust & Clearing Corp.

Desjardins Securities International Inc.

Dexia Securities USA LLC

Direct Edge

DiscoverReady, LLC

DnB NOR Markets, Inc.

Dominick & Dominick, LLC

DST Market Services

Dun & Bradstreet

E*TRADE Financial Corp.

E.H. Smith, Jacobs & Co., Inc.

Edward Blodgett

Edward D. Jones & Co. L.P.

Edwards Family Fund

eFinancial Careers

Eladian Partners, LLC

Equitable Communications

ESN North America, Inc.

Estrada Hinojosa & Company, Inc.

Eurex / Deutsche Boerse

Euroclear Bank SA/NV

Fidelity Brokerage Company

Fidelity Investments

Fifth Third Securities, Inc.

FINRA

First Analysis Securities Corporation

First Investors Corporation

First New York Securities LLC

Fiserv

Fitch Ratings

FMSbonds, Inc.

Franklin Templeton Distributors, Inc.

FTN Financial

Gardner Rich & Company

GFI Securities LLC

Gibson, Dunn & Crutcher LLP

GIT Investment Services, Inc.

Gleacher & Company Securities, Inc.

Globe Tax Services Inc.

Goldman Sachs

Grant Thornton LLP


Great American Advisors, Inc.

Griffiths McBurney Corp.

Chris & Tom Guba

H.D. Vest Investment Securities, Inc.

Haywood Securities (USA) Inc.

Hefren-Tillotson, Inc.

Height Securities LLC

Hennion & Walsh, Inc.

Herndon Plant Oakley Ltd.

Hertz Corporation

Hightower Securities

Noe Hinojosa, Jr.

Hornor, Townsend & Kent, Inc.

HSBC Global Asset Management USA

HSBC Securities (USA) Inc.

Hunter Associates, Inc.

ICAP

ICI Education Foundation

Incapital, LLC

ING Financial Partners, Inc.

Intercontinental Asset Management Group

Intercontinental Exchange (ICE)

International Correspondent Trading, Inc.

J.J.B. Hilliard, W.L. Lyons, LLC

Jane Street Markets, LLC

John Hancock Funds, LLC

Johnston, Lemon & Co. Incorporated

JPMorgan Chase & Co.

KGS Alpha Capital Markets LP

Knight Capital Group, Inc.

The Lamport Foundation

LCH.Clearnet Limited

Lebenthal & Co., LLC

Legent Clearing LLC

Lincoln Financial Distributors

Liquidnet, Inc.

Loews Corporation

Lombard Securities Incorporated

Loomis, Sayles & Company, L.P.

Loop Capital Markets LLC

LPL Financial, LLC

Marin Gibson

Matthew Capdevielle

McGraw-Hill

M & I Financial Advisors, Inc.

M.R. Beal & Company

Macquarie Capital (USA) Inc.

Macquarie Private Wealth Corp.

Madison Avenue Securities, Inc.

MarketAxess Corporation

Marriott Marquis

Marsh & McLennan

Marwood Group & Co. USA

Mayer Brown LLP

MBIA, Inc.

McDonald Partners, LLC

Melvin Securities, LLC

Meritus Financial Group, Inc.


Metratech Corporation

MGI Securities (USA) Inc.

MKP Capital Management, L.L.C.

MMC Securities Corp.

MML Investor Services, Inc.

MNI / Deutsche Börse

Moors & Cabot

Morgan Stanley & Co., LLC

Morgan Stanley Investment Management

Morgan Stanley, Operations, Technology and Data

nabSecurities

NASDAQ OMX

National Bank of Canada Financial

National Foundation for Affordable Housing Solutions

Newedge USA, LLC

NYSE Euronext

Niagara International Capital Limited

Nina McLemore

Numerix

O’Connor & Company Securities, Inc.

OM Securities, LLC

Omgeo LLC

OppenheimerFunds Distributor, Inc.

Opus Capital Markets Consultants LLC

Oriental Financial Services, Corp.

Patrina Corporation

Paul Hastings LLP

PEFCO

Petersen Investments, Inc.

Pierpont Securities LLC

PIMCO

Piper Jaffray & Co.

Planned Investment Co., Inc.

PNC

Price Family Foundation

PricewaterhouseCoopers LLP

Proskauer Rose LLP

Putnam Investment Management

R.W. Smith & Associates, Inc.

Rabo Securities USA, Inc.

RBC Capital Markets Corporation

RBC Wealth Management

RD Capital Group Inc.

Regional Brokers Inc.

Richards Kibbe & Orbe LLP

Ridge Clearing & Outsourcing Solutions, Inc.

Robinson & Robinson, Inc.

Rockfleet Financial Services

S&P Capital IQ

Safra Securities

Sanford C. Bernstein & Co., LLC

Sapient Corporation

Schulte Roth & Zabel LLP

Scotia Capital

Scott & Stringfellow, LLC

Scott-Macon Securities, Inc.

Scottrade, Inc.

Increasing Financial Literacy - Adams County Education ... Brochure_jan20… · The SIFMA...

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