SUMMER
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Wall Street 101 for Middle School
Parent & Child Program
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Give Your Middle Schooler a Head Start Most Kids Don't Get
Learn More & Buy NowHere’s exactly how this helps your child get started with investing:
This is a parent + child program that shows your middle schooler how the stock market actually works and helps them take their first steps into investing in a simple, structured way.
Who is this for?
- Parents of 10–13 year olds who are already asking questions about money, the stock market & investing
- The kids who are curious to learn about money & business and want to grow their money
What your child will learn:
- What stocks and ETFs are (and why they matter)
- How to choose investmentsÂ
- Read a basic stock chart
- Think about risk and long-term growth the right way
- How to build a simple beginner portfolio
No prior investing experience needed -Â for you or your child
Get Started with Investing Now!
6 Modules - Included in each:
- Video lessons for parent and child to watch together
- Workbook
- Activities and games for the child to complete
- A parent prompt / questions to discuss with the child
- Some modules include a bonus fun family activity
What you & your child will learn:
- Core Investing Concepts
- What stocks are and how they work
- ETFs and index funds explained simply
- How to read a basic stock chart
- Understanding risk and reward
- The power of compound interest
- Building a mock portfolio
- Investor Mindset & Money Skills
How it works:
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Start any time that works for you.
- Structured curriculum from basics to portfolio building
- The program is flexible:
- families with older middle schoolers will likely move through the material more quickly than younger kids
Your Kid Is Already Curious
They Just Need Direction
Kids today are growing up in a world where they hear about stocks, crypto, and investing constantly. They see it on social media. They hear adults talk about it. They ask questions like:
"Mom, what's the stock market?"
"Dad, how do people make money from investing?"
"Can I buy a stock with my birthday money?"
That curiosity is your opportunity. And it doesn't have to wait until high school economics class — or worse, until they're adults making costly mistakes on their own.
Middle Schoolers are at the perfect age to absorb financial concepts
Old enough to understand real ideas, young enough to build habits that stick for life
Most Parents Want to Teach This
But Don't Know Where to Start
The Parent's DilemmaÂ
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- No Roadmap -Â Most parents weren't taught investing themselves - so how do you teach what you don't fully know?
- Fear of Getting It Wrong -Â What if you teach them something incorrect? What if they lose interest? The pressure feels real
- No Time to Build a Curriculum -Â You're busy. You can't spend hours researching how to structure a 10-year-old's investing education
The Child's Challenge
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- Not Ready to Learn Alone -Â YouTube videos and apps designed for adults aren't built for a 12-year-old's attention span or comprehension level.
- Needs Guided Practice -Â Kids learn best when a trusted adult is involved - not just handing them a book and walking away
- Loses Interest Without Structure -Â Without a clear path, most kids lose interest and never come back to it
Wall Street 101
Turn Your Child’s Curiosity About Money Into Real Investing Skills
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A fun, structured parent + child program where you don’t just talk about the stock market - you actually learn how it works, step by step, together.
By the end of the program, your child:
- Understand how the stock market actually works
- Explain stocks, ETFs, and risk in their own words
- Builds a simple, beginner portfolio
- See how small amounts of money can grow over time
- Start thinking differently about spending, saving, and investing
- Asks smarter, more confident questions about money
No prior knowledge needed for both parent and child
CURRICULUM:
This isn’t theory. Your child will actually learn and do these things
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Core Investing Concepts
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What stocks are and how they work
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Ownership, shares, and why companies go public
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ETFs and index funds explained simply
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Diversification without complexity
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How to read a basic stock chart
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Trends, patterns, and what the numbers mean
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Understanding risk and reward
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Why not all investments are created equal
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Mindset & Money Skills
- The power of compound interest
- Why starting young is the single biggest advantage
- How to research a company schedule
- Simple frameworks for evaluating businesses
- Building a mock portfolio
- Hands-on practice with a simulated account
- The investor mindset
- Patience, long-term thinking, and emotional discipline
HOW IT WORKS
A Simple 4-Step Learning Loop
Repeated Every ModuleÂ
Each module follows the same rhythm so your child always knows what to expect. And you know how to guide them. Consistency builds confidence.
1
Learn
Watch the video lessons together. Concepts are explained clearly for both parent and child.
2
Apply
Complete the hands-on worksheet activity that reinforces the lesson's core concept.
3
Practice
Use the included stock market simulator to put knowledge into action with zero real money at risk.
4
Discuss
Use the family discussion questions to talk through what you both learned and what questions came up.
This simple loop is what keeps kids engaged and progressing.
PROGRAM RESULTS
Imagine this after Time Together
âś” Your child understands how investing works
âś” They can explain stocks, ETFs, and risk
✔ They’ve built a simple portfolio
âś” They think differently about spending and saving
✔ Asks smarter questions
And instead of guessing how to guide them...
👉 You know exactly what to do.
"The goal isn't to raise a stock trader. It's to raise a financially literate adult who starts building wealth a decade before their peers even think about it."
YOUR NEXT STEP
This Course Could Change Everything for Your Child
Most kids won’t learn this until it’s too late. And by then, they've already missed years of compound growth. You have the chance to give your middle schooler something truly rare: a real financial education, delivered in a way that actually sticks.
âś…Â Structured Learning
A complete curriculum in 6 Modules - can be done in a week or over 6 weeks.
âś… Parent + Child Model
Learn together, grow together, invest together
âś… Lifetime Access
Revisit the material any time - it's yours forever
Meet the Teacher
Over the past 15 years, I’ve shared my knowledge and passion for finance with thousands of students in workshops, at conferences, on tours, and in my virtual classroom.
I’ve successfully translated and navigated the world of finance for students in programs offered through my top-rated Wall Street walking tour / education company WALL STREET WALKS, and since 2020, have been teaching students to be “money smart” online in my unique TEACH ME WALL STREET boot-camps.
Prior to becoming an educator and entrepreneur, I spent 10 years working in the Banking and Compliance departments of Morgan Stanley and worked 2 years independently as a day trader.
My programs have been featured on CNN International and in The Daily Telegraph, Newsday and USA Today.