$1,900.00 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.

Investing & Trading SIBLING 2024

Siblings always get 10% off both students.


Week 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
  • Investment opportunities that can increase of decrease your wealth
  • What it’s like to work on Wall Street
  • What the players such as investment banks and the Fed do
  • How to read stock charts
  • Identify companies that may be good to invest in
  • The process of going public (IPO)


Week 2 Trading & Investing

  • Technical Analysis - when to buy and sell stocks
  • Place trades in a live simulated trading in an account you get to keep

  • Learn Risk management
  • Basic 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


Virtual Summer Program - What you'll get:

  • 10 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 interactive class (NOT a boring lecture)
  • Final day - ASK ME ANYTHING class
  • Earned Certificate of Achievement
  • The classes and the skills gained in the classes can be used on their College applications and essays
  • MOST IMPORTANTLY - Valuable knowledge and skills that will serve your teen for life  


Program dates to choose from

Wall Street 101 - June 10 - 14, July 8 - 12, July 29 - Aug 2

Investing & Trading - June 17 - 21, July 15 - 19, Aug 5 - 9

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


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