$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

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

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

  • How the Stock Market works
  • The language of Wall Street
  • Get to know stocks, bonds and various products you can invest in
  • Evaluate investment opportunities
  • What it’s like to work on Wall Street
  • What the players such as the investment banks and the Fed do
  • Learn how to read stock charts
  • Keep track of stocks and what to look for when investing
  • learning about 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 a account you get to keep

  • Learn Risk management and why it is super important
  • 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

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

  • create a real life budget
  • taxes and other payroll deductions
  • avoid getting into debt
  • ways to save and invest
  •  insurance, mortgages and more.

 

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 very hands-on and interactive class (NOT a boring lecture)
  • Final day - ASK ME ANYTHING class - very helpful to young minds
  • Earn Certificate of Achievement
  • The classes and the skills gained in the classes can be used on their College applications and essays
  • MOST IMPORTANT - A life skill that will serve your teen their whole life  

 

Summer 3 Week Program dates to choose from

Wall Street 101 - June 10 - 14, July 8 - 12, July 29 - Aug 2, Aug 12 - 16

Investing & Trading - June 17 - 21, July 15 - 19, Aug 5 - 9, Aug 19 - 23

Budgeting & Beyond - June 24 - 28, July 22 - 26

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

 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.

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