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ENROLL STUDENTS HERE
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The Missing Piece of a World Class Education.

The Market Scholar Academy is a rigorous 10-module investment academy that guides students from the foundations of cash building to a professional Capstone Investor Policy Statement (IPS). We give your child the tools to make smart financial decisions for the rest of their lives and earn the prestigious Junior Market Scholar credential.
Real  Deliverables
10 - Module Curriculum, 
Quizzes, Midterm, Final,
& Capstone.
Education Only
Zero products sales, no investment advice or recommendations. 100% education.
Elite Credential
The Junior Market Scholar credential, a prestigious distinction that stands out on college applications and resumes.

Preppy Prep

Investment Education

Preppy Prep is a rigorous, 10-module investment academy that guides students from the foundations of investing to a professional Capstone Investor Policy Statement (IPS). We give your child the tools to make smart financial decisions for the rest of their lives and earn the prestigious Junior Wealth Strategist credential.
Highly structured curriculum, 10 - Module Curriculum, Quizzes, Midterm, Final, & Capstone.
FOR PARENTS
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Give Them the Knowledge
Before the
Decisions Matter.
Your student will eventually make financial decisions that can shape their future. Give them a foundation before those decisions arrive.
The Junior Market Scholar Academy gives students that foundation.
Live Instruction. Real Accountability. A rigorous curriculum and the confidence to take on the financial world they're entering. 
SECURE THEIR SEAT
100% Education. No product sales. No Investment recommendations. No money management. 
Our mission is to replace financial uncertainty with education, understanding, and informed decision-making.

The Junior Market Scholar was created to help address this educational gap. 

 

Through a rigorous, structured curriculum, students explore the principles, terminology, investment products, accounts, costs, taxes, and risks that form the foundation of investing.

​

They develop an understanding of how financial markets work, how different investments function, and how to evaluate financial decisions with greater knowledge and confidence.

​

Our mission is to replace financial uncertainty with education, understanding, and informed decision-making.

The Missing Architecture in Traditional Education.

Traditional education prepares students to pursue careers, earn income, and achieve academic success. Yet the principles of building, growing, and protecting wealth often receive far less attention.
 

A truly comprehensive education should include an understanding of how investing works, how wealth accumulates over time, and how financial decisions can shape a person's future.
 

Students deserve the opportunity to develop this foundation before they begin making consequential financial decisions throughout their lives.

Preppy Prep was created to help address this educational gap. 

 

Through a rigorous, structured curriculum, students explore the principles, terminology, investment products, accounts, costs, taxes, and risks that form the foundation of investing.

​

They develop an understanding of how financial markets work, how different investments function, and how to evaluate financial decisions with greater knowledge and confidence

100% Education. No product sales. . 
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The Junior Market Scholar

Credential.

Students earn the Junior Market Scholar Academy Certificate by completing the live instruction, assessment, and capstone project through the Preppy Prep Investment Academy.
     10
Modules
A meaningful academic distinction that reflects effort, mastery, and confidence. 
 Quizzes & Knowledge     Checks
Midterm & Final
Capstone        Project
10 - Modules
Quizzes & Knowledge Checks
Capstone Project
A Systematic Approach to Market Mastery.
We do not believe in fragmented, ad-hoc financial advice. Preppy Prep Investment Academy delivers a sequential, 10-module academic framework. Students progress systematically from core liquidity mechanics to institutional portfolio architecture, culminating in a professional-grade Capstone project.
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
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.
TOPICS INCLUDE:
 
- 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:
 
- 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 
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
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
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
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
05
Mutual Funds
Learn what it means to own stock and participate in the growth—and risks—of a company.
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
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
06
ETFs and Direct Indexing
Examine exchange-traded funds, index tracking strategy, and the structural advantages of direct indexing frameworks.
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
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
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
TOPICS INCLUDE:
 
- Investments vs Investment Accounts
                   
- Individual Brokerage Accounts
 
- Traditional IRAs                                                   
-  Trust Accounts
 
-  Roth IRAs                                         

- Contributions, withdrawals, beneficiaries, and ownership
08
Taxes & Investing
Develop a practical understanding of how different types of investment income may be taxed.
TOPICS INCLUDE:
 

- Capital Gains, Ordinary Income                          - Dividends & 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

TOPICS INCLUDE:
 
- Capital Gains, Ordinary Income

- Dividends & 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
08
Taxes & Investing
Develop a practical understanding of how different types of investment income may be taxed.
TOPICS INCLUDE:
 

- Capital Gains, Ordinary Income                          - Dividends & 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

TOPICS INCLUDE:
 
- What Is a Portfolio?

- Goals and Objectives
​
- Risk Tolerance & Risk Capacity

- Short term and long term capital gains
 
- Asset Allocation

-  Diversification and Rebalancing
Building a Portfolio
09
Building a Portfolio
09
Build a Portfolio
Take everything learned in earlier modules and begin connecting it into an actual investment strategy. This is the bridge between knowing the individual pieces and understanding how to assemble them into a portfolio
09
TOPICS INCLUDE:
 
- Diversification & Asset Allocation                          - Strategic vs Tactical Asset Allocations
​
- Core & Explore Portfolio Models                            - Portfolio Rebalancing Principles
 
-  Understanding Investmnet Horizons                       -  Designing an Investment Policy Statment
TOPICS INCLUDE:
 
- What Is a Portfolio?

- Goals and Objectives
​
- Risk Tolerance & Risk Capacity

- Short term and long term capital gains
 
- Asset Allocation

-  Diversification and Rebalancing
10
Becoming a Confident Investor 
Bring everything together through the Preppy Prep Junior Wealth Strategistâ„¢ capstone.
TOPICS INCLUDE:
 
- Applying the Preppy Prep Learning Method                - Comparing investments by purpose 
 
- Evaluating risk, return, liquidity, taxes, and cost          - Hypothetical Investor Scenario
 
- Examining Hisatorical Markets                             - Completing the Junior Market Scholar 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     
- Complete the Junior Wealth Strategist Capstone

Preppy Prep was Built on 3 Pillars with Every Parent in Mind

Pillar 1: Investment Literacy

Understanding the Language of Investing
Students learn how stocks, bonds, ETFs, mutual funds, markets, returns, and costs work—so financial conversations no longer feel unfamiliar or intimidating.

Foundations

Students discover why investing matters, how wealth differs from income, and how inflation, saving, and compound growth shape long-term financial outcomes.
Build Knowledge Before Building the Wealth

Pillar 2: Risk & Decision-Making

Evaluate Risk. Make Better Decisions
Students explore risk and reward, diversification, time horizon, asset allocation, and market volatility. The goal is stronger  judgment—not stock picking.
Liquidity management, bonds, stocks,, mutual funds, ETFs, and direct indexing, developing an understanding their investing options, risks, cost/fees, and potential benefits.

Investing options

Pillar 3: Accounts, Taxes & Ownership

Decisive Capital Architecture
Brokerage and retirement accounts; examine their distinguishing characteristics, and how taxes can affect net return/worth. Investment income, short, long-term capital gains and their IRS forms. 

 Accounts, Taxes & Ownership

Students learn how brokerage accounts, IRAs, custodial accounts, ownership, beneficiaries, and taxes work together—and why those choices can matter over time.

Preppy Prep was Built on 3 Pillars with Every Parent in Mind

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