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ZERO BURDEN ON
YOUR SCHOOL
Empowering your school community with essential investment knowledge -- outside school hours, with no cost or commitment to you school.
PRIVATE SCHOOL
PARTNERSHIP
ENHANCE YOUR
SCHOOL'S VALUE
ZERO BURDEN ON YOUR SCHOOL
PREPARE STUDENTS
FOR LIFE
Provide families with access to practical financial education that compliments a world class education.
No classroom time, no faculty involvement, no funding requirement required. We handle everything.
Help students develop the confidence and financial readiness they need for a successful future.
Preppy Prep
Investment Academy
TOGETHER, WE CAN HELP STUDENTS GAIN THE KNOWLDGE
AND CONFIDENCE TO BUILD FINANCIAL FUTURES THEY DESERVE.
Preppy Prep
Private School
Partnership
ENHANCE YOUR
SCHOOL'S VALUE
Empowering your school community with essential investment knowledge -- outside school hours, with no cost or commitment to you school.
THE GAP WE FILL
The Gap Between Academic Readiness and Financial Readiness
Schools prepare students to think critically, communicate clearly, and succeed academically. Yet practical investing education rarely fits within an already-full curriculum - and many parents were never taught these concepts themselves.
Limited Room in the School Day
Even exceptional schools must prioritize core academic requirements, leaving little room for specialized investment education.
Preppy Prep gives students the investment knowledge most people only gain after years of trial, error, and real financial consequences.
The Knowledge Gap
Give Students the Foundation Most Never Receive
Rarely Taught at Home
Many parents want their children to understand investing, but were never given that foundations themselves, making these lessons difficult to pass along.
Students learn how to connect individual concepts and apply them to real-world investment decisions.
The Application Gap
Turn Information Into Real Understanding
Essential for Every Student
Every graduate will eventually make decisions involving workplace retirement plans, investment accounts, taxes, risk, and long-term financial goals--whether they feel prepared or not.
The Clarity Gap
We translate complicated investment concepts, terminology, and strategies into clear, plain-English lessons students can actually understand.
Make Complex Investing Understandable
Schools excel at teaching academics, critical thinking, and communication. However, practical investing education is often left out of crowded curriculum. Leaving students to make important, irreversible financial decisions based on emotions and guesswork. Preppy Prep changes the framework from emotional guesswork to systematic analysis.
Preppy Prep Fills the Gap
Preppy Prep complements your school's curriculum with live, education-only
instruction in plain English -- designed to fit around the school day, not compete with it.
Preppy Prep complements your school's curriculum with live, education-only investing instruction in plain English -- designed to fit around the school day, not compete with it.
What the Designation Signifies:
Institutional Literacy - Complete mastery of stocks, bonds, asset classes, and wealth management terminology.
Strategic Frameworks - Proven capability to evaluate market risk, diversification strategies, and investment horizons.
Fiscal Responsibility - Foundational command over real-world tax mechanics, account structures, and long-term financial planning.
DELIVERING RIGOROUS ACADEMIC DEPTH
Foundations of Wealth Literacy
Students master the vocabulary of capital markets, financial terminology, structure, and institutional fee mechanics.
Students discover why investing matters, how wealth differs from income, and how inflation, saving, and compound growth shape long-term financial outcomes.
Capstone Resume Distinction
Every student completes a professional-grade Investment Policy Statement (IPS), earning the Junior Wealth Strategist™ Academy Certificate.
Accounts & Taxes
Brokerage, retirement, education, and health savings accounts; examine their distinguishing characteristics, and how taxes can affect net return/worth. Investment income, short, long-term capital gains and their IRS forms.
Capstone
Achievement
Students graduate with the
Certified Wealth Stratigist designation
Strategic Investment Framework
Students explore asset classes, diversification principles, risk evaluation, and long-term market thinking.
investing options
Liquidity management, bonds, stocks,, mutual funds, ETFs, and direct indexing, developing an understanding their investing options, risks, cost/fees, and potential benefits.
The Capstone Graduate Profile
A Distinction for College Admissions and Beyond
Passing the rigorous capstone awards the Junior Market Scholar Certificate, giving students a prestigious, tangible talking point to demonstrate initiative for college admissions, internships, and future opportunities.
We do not simply teach theory, we demand execution. To graduate from the academy, students must successfully draft their own Investor Policy Statement (IPS). The institutional blueprint used by private wealth firms to guide sophisticated portfolios.
PARTNERSHIP INQUIRIES
Bring Preppy Prep Investment Academy to Your School.
Give your students access to rigorous, live investment education without requiring school funding, classroom time, or additional faculty responsibilities.
Preppy Prep manages the educational experience outside normal school hours while your school simply makes the opportunity available to interested families.
No School Cost
No school funding or budget allocation required.
No Faculty Burden
Preppy Prep provides the instruction, materials, and program administration.
Outside School Hours
No disruption to your academic schedule or classroom instruction.
Completely Optional
Families choose whether their student participates.
No School Cost
No school funding or budget allocation required.
No Faculty Burden
Preppy Prep provides the instruction, materials, and program administration.
Outside School Hours
No disruption to your academic schedule or classroom instruction.
Completely Optional
Families choose whether their student participates.
We do not simply teach theory, we demand execution. To graduate from the academy, students must successfully draft their own Investor Policy Statement (IPS). - The institutional blueprint used by private wealth firms to guide sophisticated portfolios.
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