$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 - July 8 - 26, 2024

SAVE $200 when you enroll in the 3 week package BEFORE MARCH 31 


Week 1 Wall Street 101: Foundation of Investing:

  • 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 parent

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

  • Design and manage a budget based on real life scenarios
  • Explore career choices and related income levels to determine budgets, spending and lifestyle choices

  • Learn about taxes, insurance and paycheck deductions
  • Discover ways to identify and avoid hazardous financial traps, scams, and schemes
  • Learn about credit, responsible credit card use, and find out how to avoid credit pitfalls
  • Explore types of bank accounts and learn how they work.
  • Discuss investment strategies to grow savings and 401ks.
  • Develop a Money Mindset and the skills necessary to successfully “life plan” your money. 


Virtual 3 Week 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 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


3 Week Cohort Dates: July 2024 

July 8 - 12 - Wall Street 101

July 15 - 19 - Investing & Trading

July 22 - 26 - Budgeting & Beyond

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


IF something comes up and you need to change any of the weeks, please email us that we can switch you another week.

Alternative program dates:

Wall Street 101 - June 10 - 14, July 29 - Aug 2, Aug 12 - 16

Investing & Trading - June 17 - 21, Aug 5 - 9, Aug 10 - 23

Budgeting & Beyond - June 24 - 28

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


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