WHAT YOU'LL LEARN
The Preppy Prep
Curriculum
A complete, structured journey from the fundamentals of investing to the principles of how a portfolio fits together.
No prior knowledge required
Judgment free zone
Live instructor who cares about your understanding
YOUR LEARNING JOURNEY
01
The fundamentals
02
03
04
05
JWS
Understnd
Explore
Investment options
Learn
Accounts and taxes
Build
Understand how portfolios work
Become
A confident investor
Junior Wealth Strategist
10 MODULES
A CLEAR PATH FORWARD
From "What is investing?" to "Now I understand."
Every students starts with the fundamentals. From there the curriculum moves step by step through cash, bonds, stocks, funds, accounts, taxes, and how a portfolio works..
01
02
03
04
05
Fundamentals
Investments
Accounts & Taxes
Portfolio
Confidence
THE COMPLETE CURRICULUM
Ten modules. One connected learning experience.
01
Foundations of Investing
Understand why investing matters and learn the principles behind building long-term wealth.
TOPICS INCLUDE:
- Why investing matters - Savings vs Investing -
- Income vs Wealth - Inflation and purchasing power
- Compound growth and the value of time - Risk, reward, and the long term mindset
02
Cash Investments and Cash Management
Learn how cash supports financial stability and explore where investors hold short-term money.
- The role of cash in a financial strategy - Bank CDs and brokerage CDs
- Checking and savings accounts - U.S. Treasury Bills
- Money market funds - Liquidity, emergency funds, and inflation
TOPICS INCLUDE
02
03
Fixed Income Investments: Bonds
Discover how bonds work and how investors use them to generate income and manage risk.
TOPICS INCLUDE:
- How Bonds work - U.S. Treasury Securities
- Municipal Bonds - Corporate Bonds
- Coupon rates, yield, maturity, and bond prices - Credit, Interest rate, and Inflation risk
02
04
Stocks & Equity Investing
Learn what it means to own stock and participate in the growth—and risks—of a company.
TOPICS INCLUDE:
- Shares and Company Ownership - Common stocks and Preferred stocks
- Dividends and Capital Appreciation - Growth stocks and Value stocks
- Market Capitalization, IPOs, and Exchange - Market risk, and long term investing
02
05
Mutual Funds
Explore how mutual funds combine money from many investors into professionally managed portfolios.
TOPICS INCLUDE:
- How Mutual Funds work - Pooled Investing vs Professional Management
- Active and Passive Management - Diversification and Target Date Funds
- Sectors and specialized ETFs - Net Asset Value
02
06
ETFs and Direct Indexing
Explore how mutual funds combine money from many investors into professionally managed portfolios.
TOPICS INCLUDE:
- How ETFs work - Indexes, Benchmarks, and Index Funds
- Passive vs Active Investing - ETFs vs Mutual Funds
- Sectors and specialized ETFs - Direct Indexing, Cost, and Tax considerations
02
07
Investing Accounts
Learn how an account differs from an investment—and how account choice affects taxes and access.
TOPICS INCLUDE:
- Investments vs Investment Accounts - Individual Brokerage Accounts
- Traditional IRAs - Trust Accounts
- Roth IRAs - Contributions, withdrawals, beneficiaries, and ownership
02
08
Taxes & Investing
Develop a practical understanding of how different types of investment income may be taxed.
TOPICS INCLUDE:
- Interest, dividends, and capital gains - Ordinary Income
- Qualified and Non Qualified dividends Short term and long term capital gains
- Cost Basis, Form 1099 & 1099R - Taxable, Tax Deferred, and Tax-Free Accounts
02
09
How a Portfolio Works
Bring goals, risk, time, diversification, and costs together within a thoughtful portfolio.
TOPICS INCLUDE:
- Defining the purpose of a portfolio - Risk tolerance and risk capacity
- Time horizon and liquidity needs - Asset Allocation
- Diversification across investment types - Cost rebalancing and long-term disipline
02
10
Becoming a Confident Investor - Investment Academy ONLY
Bring everything together through the Preppy Prep Junior Wealth Strategist™ capstone.
TOPICS INCLUDE:
- Applying the Preppy Prep Learning Method - Comparing investments by purpose
- Evaluating risk, return, liquidity, taxes, and cost - Hypothetical Investor Scenario
- Examining how a sample diversified portfolio - Completing the Junior Wealth Strategist Capstone
02
THE PREPPY PREP DIFFERENCE
A learning experience designed for understanding.
Sophisticated investment education can still feel welcoming, practical, and easy to understand.
LV
Live Instruction
Real instructors, real time, questions and conversations that make every lesson clearer.
PE
Plain English
Complex terminology translated through stories, analogies, and step-by-step explanations.
EDU
Education Only
No stock picks, product sales, portfolio management, or promises of investment returns.
IS
Investor Spotlight
The enduring lessons behind influential investors, thinkers, and financial innovators.
JWS
Capstone Distinction
A structured final experience leading to Junior Wealth Strategist™ recognition.
