$1,350.00 USD

I understand that these lessons are taught live and it’s imperative that my student is on time for class and behaves as if he/she is in a classroom.

There will be periods of on camera time as well as break out groups to better facilitate learning.

3 Week Wall Street 101, Investing, Budgeting Choose your own dates

Week 1 / Part 1 Wall Street 101: Foundation of Investing teaches students:

  • How the Stock Market works
  • The language of Wall Street
  • Stocks, bonds and various products you can invest in
  • Evaluate Investment opportunities
  • Wall Street Careers
  • The role of investment banks, the Fed and other players
  • Read and understand stock charts
  • Tracking stock activity & identify companies that may be good to invest in
  • The process of going public (IPO)

 

Week 2 / Part 2 Trading & Investing

  • Technical Analysis - when to buy and sell stocks

  • Place trades in a live simulated trading in a account you get to keep

  • Learn Risk management and why it is super important

  • Fundamental Analysis - Learn to pick good stocks

  • Understand what moves the market

  • Learn to manage your portfolio

  • Build your tracking spreadsheet
  • Custodial accounts information for both students and parents

 

Week 3 / Part 3 Budgeting & Beyond Uses real life scenarios and students learn how to

  • Design and manage a real-life budget
  • Insurance, mortgages and more.
  • Taxes and other payroll deductions
  • Avoid common financial mistakes and traps
  • Best ways to save and invest

 

Virtual 3 Week / 3 Part Program - What you'll get:

  • 15 daily (Mon - Fri) live classes via Zoom
  • Sessions @ 10am - 12pm EST and 1 - 3pm EST / 10am - 12 PST - Attend ONLY one of the daily sessions
  • Flexibility to switch to the earlier / later class if your schedule changes
  • Expert led hands-on and interactive class (NOT a boring lecture)
  • Final day - ASK ME ANYTHING class - very helpful for all students
  • Earned Certificate of Achievement
  • Great extra-curricular activity to list on college applications – Helps students stand out!
  • MOST IMPORTANT - Valuable knowledge and skills that will serve your teen their whole life!

 

Winter Program Dates:

Wall Street 101 - January 11 - February 8 (5 Saturdays)

Investing & Trading - February 22 - March 22 (NO class February 15)

Budgeting & Beyond - March 2 - 30 (5 Sundays)

 

Summer 3 Week Program dates to choose from

Wall Street 101 - June 9 - 13,  July 7 - 11, July 28 - Aug 1, Aug 11 - 15

Investing & Trading - June 16 - 20, July 14 - 18, Aug 4 - 8, Aug 18 - 22

Budgeting & Beyond - June 23 - 27, July 21 - 25

*** Wall Street 101 must be completed before Investing.

Classes @ 10am EST & 1pm EST / 10am PST - attend only session.  Choose you time during checkout

 The June 9 - 20 & July 28 - Aug 8 weeks will have an additional session to accommodate students in Asia

6am - 8am EST / late afternoon / early evening in Asia

 

If your schedule changes after booking, please email us to that we can change your program week.

[Full refund if cancelled up to 1 week before the start date.]