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SUMMER

 

Wall Street 101 for Middle School

Parent & Child Program

 

Give Your Middle Schooler a Head Start Most Kids Don't Get

Learn More

Short on time?

Here’s exactly how this helps your child get started with investing:


This is an 8-week 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 are curious  to learn about money & business and want to grow their money

How it works:

  • Watch short weekly lessons together
  • Complete simple hands-on activities
  • Practice investing with a stock market simulator
  • Use guided discussion prompts (so you know what to say)

What your child will learn:

  • What stocks and ETFs are (and why they matter)
  • How to choose investments 
  • 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 -  for you or your child

Two Options to Enroll

Includes weekly office hours

$197

ALL material will be released on Monday June 1

  • Best for families who want structure, accountability, and real progress
  • Includes live support to keep your child engaged and on track
  • Higher completion rate vs self-paced
  • If you want your child to stay consistent and actually complete the program, the cohort is the better choice

Learn more & Sign Up
Summer 2026 with weekly live office hours - $197

Flexible, on-demand, go at your own speed

$147

ALL material will be released on Monday June 1

  • Best for busy families who need flexibility
  • Go at your own pace, anytime
  • Revisit lessons as often as needed
  • Same core program - Different level of support

Learn more & Sign Up
Full Self-Paced - $147

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 Dilemma 

 

  • No Roadmap - Most parents weren't taught investing themselves - so how do you teach what you don't fully know?

  • Fear of Getting It Wrong - What if you teach them something incorrect? What if they lose interest? The pressure feels real

  • No Time to Build a Curriculum - You're busy. You can't spend hours researching how to structure a 10-year-old's investing education

The Child's Challenge

 

  • Not Ready to Learn Alone - YouTube videos and apps designed for adults aren't built for a 12-year-old's attention span or comprehension level.
  • Needs Guided Practice - Kids learn best when a trusted adult is involved - not just handing them a book and walking away

  • Loses Interest Without Structure - 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

 

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

Choose the best way for your family to learn

Includes weekly office hours

  • Best for families who want structure, accountability, and real progress
  • Includes live support to keep your child engaged and on track
  • Higher completion rate vs self-paced
  • If you want your child to stay consistent and actually complete the program, the cohort is the better choice

Learn more & Sign Up

$197

Flexible, on-demand, go at your own speed

  • Best for busy families who need flexibility
  • Go at your own pace, anytime
  • Revisit lessons as often as needed
  • Same core program - Different level of support

Learn more & Sign Up

$147

PROGRAM FORMAT

Two Ways to Experience the Program One Powerful Outcome

🗓️ Summer Cohort

Live, structured, community-driven

  • 8 weeks Structured curriculum from basics to portfolio building
  • Start together with other families
  • Weekly live Q&A calls with the instructor
  • Accountability and momentum built in
  • Community access with other parent-child teams
  • Best for families who thrive with structure and deadlines 
  • If you want your child to stay consistent and actually complete the program, the cohort is the better choice
     

⏱️ Self-Paced Option

Flexible, on-demand, go at your own speed

  • Access all 8 weeks of content immediately
  • Watch lessons whenever it fits your schedule
  • Replay any lesson as many times as needed
  • Lifetime access to all course materials
  • Best for busy families with unpredictable schedules

This program runs year-round as a self-paced system.

Both options include the same core curriculum, worksheets, and resources. The cohort adds live interaction and community.

The Summer Cohort includes live guidance and support

Spots are limited to keep calls small and interactive. Once summer sessions fill, only the self-paced version remains.
Summer Cohort ($197)
Live support, accountability, community
Self-paced $147
Do it anything at your own pace

CURRICULUM:

This isn’t theory. Your child will actually learn and do these things

 

Core Investing Concepts

  • What stocks are and how they work

    • Ownership, shares, and why companies go public

  • ETFs and index funds explained simply

    • Diversification without complexity

  • How to read a basic stock chart

    • Trends, patterns, and what the numbers mean

  • Understanding risk and reward

    • Why not all investments are created equal

 

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
 

Two Options To Enroll

Summer Cohort ($197):
Live support, accountability, community
Self-Paced ($147):
Do it anytime at your own pace

HOW IT WORKS

A Simple 4-Step Learning Loop
Repeated Every Week 

Each week follows the same rhythm so your child always knows what to expect — and you always know how to guide them. Consistency builds confidence.

1

Learn

Watch the weekly video lesson together. Concepts are explained clearly for both parent and child.

2

Apply

Complete the hands-on worksheet activity that reinforces the week'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 8 Weeks 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 Summer 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… 8 Weeks of Structured Learning

A complete curriculum from basics to portfolio building

âś… Parent + Child Model

Learn together, grow together, invest together

âś… Live Coaching Included

3 live calls to keep you on track and answer every question

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.

Two Options To Enroll

Summer Cohort ($197):
Live support, accountability, community
Self-Paced ($147):
Do it anytime at your own pace