The Investment Company Institute Education Foundation partners with government agencies and other nonprofit organizations to develop, deliver, and promote investment education programs to a variety of audiences. These programs aim to promote saving and investing. Current programs include:

Partnership with Junior Achievement Finance Park

ICIEF’s partnership with Junior Achievement (JA) includes an educational exhibit and interactive game at JA’s Finance Park locations in Fairfax County, VA, and Prince George’s County, MD. JA’s Finance Park program consists of a 14-lesson classroom curriculum for middle school students that develops a foundation in personal finance education, with a day-long culminating experience at Finance Park. There, students put their new skills to the test in a digital, 21st century, innovative learning environment. The “mini-city” houses a variety of storefronts and kiosks, correlating to the personal budget lines each student must manage during their JA Finance Park visit. ICIEF’s “Investing Road Trip” exhibit provides an interactive experience for students to learn more about how saving and investing can help them reach long-term goals.

For more on this program, please visit the JA website.

Sponsorship of ICI’s 2015 Retirement Summit

The one-day summit, hosted by the Investment Company Institute and sponsored by ICIEF, brought together academics, industry experts, plan sponsors, and regulators to share their insights on the evolution of the retirement saver’s experience and to explore how to improve outcomes through education and innovation. More information on this program, including audio recordings and presentation materials, are available here.

Microgrant Program for Investor Education in the Metropolitan Washington, DC Area

Schools, nonprofit organizations, and government agencies can apply for grants of up to $25,000 each to add or expand investment education programs within the metro area. Past grants have focused on teacher training, adult education, and youth education. Grant guidelines and eligibility requirements may be found here.