The Intelligent Investor Program
For teens & young adults
Pre Requisites: Completion of Get Smart With Investing Program
Why choose this program?
This program will teach you everything you need to know to make sound financial decisions in the 21st century. You will learn about the intricacies of investing, how to avoid common pitfalls, how to think critically about money myths, and how to detect and avoid financial scams.
Students Trained
Student Satisfaction Rate
Program Highlights
Unlock your child’s financial genius with our expert-led, interactive program. Tailored mentorship and practical tools make learning fun and effective, ensuring your little one is on the path to smart money management. Praised by parents and loved by kids!
Program Topics
Our program is tailored to equip you with a comprehensive financial blueprint, catering to both immediate and future fiscal needs. From the intricacies of short-term gains to the nuances of long-term wealth building, aligning investments with personal ambitions, and managing risks along the way. We venture into the digital currency realm with Crypto Basics, cut through financial folklore, and arm you against the modern hazards of frauds and scams. The course rounds out with forward-thinking strategies in retirement planning, an optional deep-dive into taxes, and cultivating a robust financial mindset for lifelong prosperity.
- Short term & Long term Investments: Grasp the differences and unique strategies suitable for short-term gains and long-term growth.
- Investments mapped to personal goals: Learn to tailor your investment choices to meet your personal milestones and financial objectives.
- Risk Management: Understand the techniques to identify, assess, and mitigate financial risk in your investment journey.
- Portfolio Diversification: Explore the importance of diversifying your investments to balance risk and optimize returns.
- Crypto Basics: Demystify the world of cryptocurrencies and how they can fit into a modern investment portfolio.
- Debunking Money Myths: Separate financial fact from fiction, empowering you to make informed financial decisions.
- Frauds, Scams & Cons: Stay ahead of cyber threats with essential knowledge on cybersecurity, identity theft, and consumer protection.
- Retirement Planning: Strategize early for a secure retirement with practical planning tools and insights.
- Taxes: Opt in to understand the tax implications of financial decisions and how to navigate the tax system efficiently.
- Developing a Healthy Financial Mindset: Foster a positive approach to financial decision-making for a stable and prosperous future.
Key Takeaways
Participants in our program gain a holistic view of finance, learning to balance the immediacy of short-term investments with the foresight required for long-term financial planning. They become adept at aligning their financial strategies with personal goals, mastering risk management, and embracing the diversification of their portfolios. Our course demystifies the rapidly evolving world of cryptocurrency and provides essential defenses against the growing threat of financial frauds.
One inspiring example is Jacob, a recent graduate, who used the principles of risk management and portfolio diversification to navigate the volatile crypto market successfully. Not only did he build a diversified investment portfolio, but he also applied her knowledge to help his family devise a robust retirement plan. Jacob’s story exemplifies the practical and transformative power of financial education that our program aims to deliver to every participant.
Ready to get started?
Dive into financial fluency! Join us and watch your child thrive with money smarts. Where every penny counts, and every kid becomes a money-whiz. Let’s kickstart their financial journey today