Investing & Wealth Building Academy

Investing & Wealth Building

Grades 4–12  |  10 Weeks

Building the Next Generation of Investors

Students step into the role of real-world investors by
managing a virtual $100,000 investment portfolio
featuring stocks, bonds, and mutual funds.

Through hands-on market simulations, students research
companies, evaluate investment opportunities, make
portfolio decisions, and experience how investors build
wealth over time.

Students learn:

• How stocks, bonds, and mutual funds work
• The difference between saving and investing
• How to research companies and investments
• Portfolio diversification and risk management
• Compound interest and long-term growth
• Strategies for building wealth over time

Students also explore how investors and businesses can
use financial success to support communities through
responsible investing, philanthropy, and impact-driven
decisions.

Student Impact

????
8× San Francisco Elementary School Division Champions

Students don’t just learn about investing — they
practice becoming future investors, entrepreneurs, and
wealth creators who understand the importance of
creating impact.

Kidpreneur Academy

Entrepreneurship & Innovation

Grades 4–12  |  10 Weeks

Turning Student Ideas Into Real Opportunities

Every student has ideas. Kidpreneur helps students
transform those ideas into business concepts that solve
problems and create value.

Students experience the entrepreneurial journey from
idea generation to business launch by learning how
entrepreneurs identify opportunities, understand
customers, and build sustainable ventures.

Students learn:

• Business creation and innovation
• Problem-solving and design thinking
• Branding and marketing strategies
• Revenue and expense planning
• Customer discovery
• Business presentations and pitching

Students also explore social entrepreneurship and how
businesses can generate profit while making a positive
difference in their communities.

Student Impact

????
79% of students want to start a business after
completing the program

From the Classroom to the Boardroom™

Career Exploration & Executive Leadership

Grades 4–12  |  10 Weeks

Helping Students See Their Future

Students gain exposure to executives, entrepreneurs,
and professionals who share how leadership, innovation,
and financial decision-making shape successful careers.

Students connect classroom learning to real-world
opportunities while discovering pathways they may not
have previously imagined.

Students experience:

• Executive conversations
• Career exploration
• Leadership development
• Workplace problem-solving
• Industry insights
• Professional networking opportunities

Students learn that successful leaders do more than
achieve personal success — they create opportunities,
mentor others, and contribute to their communities.

Student Impact

????
87% show improved career awareness and increased
engagement with math and financial concepts

BANK ON “Your City”™

Banking & Financial Systems Experience

Grades 4–12  |  10 Weeks

Bringing Financial Literacy to Life

Students explore the world of banking, investing, and
financial services through real-world experiences with
banks and financial professionals.

By visiting financial institutions and learning directly
from industry experts, students understand how money
moves through communities and how financial systems
impact their lives.

Students learn:

• How banks operate
• Checking and savings accounts
• Credit and responsible borrowing
• Financial services and careers
• Investing fundamentals
• The role of financial institutions in communities

Students also learn how financial institutions can
support community growth through responsible lending,
investments, and partnerships.

Student Impact

????
94% of students demonstrate increased understanding
of banking and investing concepts

The Startup Jar™

Saving, Goal Setting & Future Planning

Grades 4–12  |  10 Weeks

Small Habits. Big Dreams.

Students discover that financial success begins with
everyday choices.

The Startup Jar combines financial literacy and
entrepreneurship by helping students develop saving
habits, set financial goals, and understand how small
actions can create future opportunities.

Students learn:

• Goal setting and financial planning
• Saving strategies
• Smart spending decisions
• Budgeting fundamentals
• Delayed gratification
• Using money to fund future ideas

Students also explore how their future financial success
can create opportunities for family, friends, and
communities.

Student Impact

????
90% of students want to open their first savings account

Tiger Tank Pitch Competition™

Student Entrepreneurship Showcase

Grades 4–12  |  10 Weeks

Where Student Ideas Become Real Possibilities

Inspired by Shark Tank, Tiger Tank allows students to
develop and pitch business ideas to entrepreneurs,
executives, investors, and community leaders.

Students move from concept to presentation while
developing the skills needed to communicate ideas with
confidence.

Students build:

• Business plans
• Pitch decks
• Presentation skills
• Financial projections
• Leadership abilities
• Entrepreneurial confidence

Students are encouraged to consider how their businesses
can create jobs, solve community challenges, and make a
positive impact.

Student Impact

????
79% of students want to start a business after
participating