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The Preppy Prep Learning Journey
From "What is investing?" to "Now I understand."
Every student 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
Fundamentals
Investments
Accounts & Taxes
05
Funds & ETFs
Confident Investor
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
03
Understand
The fundamentals
Explore
Investment options
02
JWS
Learn
Mutual Funds & ETFs/Index Funds
Build
Accounts & Taxes
04
05
Become
A confident investor
Junior Wealth Strategist
10 MODULES
Pillar 1: Investment Literacy
Understand 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.
We don’t tell students what to invest in. We teach them how to understand investing for themselves.
Three pillars that prepare students to understand investing, evaluate financial decisions, and navigate the accounts and tax rules they’ll encounter throughout life.
THE PREPPY PREP FRAMEWORK
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.
Pillar 3: Accounts, Taxes & Ownership
Understand Accounts, Ownership & Taxes
Students learn how brokerage accounts, IRAs, custodial accounts, ownership, beneficiaries, and taxes work together—and why those choices can matter over time.
THE CAPSTONE ACHIEVEMENT
Graduate as a Certified Junior Wealth Strategist.
The Preppy Prep curriculum doesn't just end with a final class. Students who successfully master our 10 modules earn the exclusive Junior Wealth Strategist designation.
This certificate is a mark of rigorous financial distinction. It proves to top-tier universities, admissions boards, and future employers that your child possesses a sophisticated, real-world understanding of capital markets and wealth preservation well ahead of their peers.
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: A foundational command over real-world tax mechanics, account structures, and long-term financial planning.
BRIGHTER MINDS, STRONGER TOMORROWS.
LEARN WITH PREPPY PREP
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Learn with Us
Choose Your Path
Private School
Investment Academy
FOR SCHHOLS, STUDENTS, & FAMILIES
An independent investment education program offered outside school hours that empowers students with real-world financial knowledge while earning the Preppy Prep "Junior Wealth Strategist" recognition.
No Curriculum
Changes
Outside School
Hours
Junior Wealth
Strategist
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