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Non-Profits/NGOs

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Schools

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Corporations


Training the Trainers Workshops:

Schools, Non-Profits, & Non-Governmental Organizations

  • 1 - 5 day programs available (90 minute intervals)
  • Face to face (or virtual) workshops for teachers and non-profit/NGO staff. 
  • Learn how to manage money
  • Learn how to invest and grow your money
  • Learn how to teach financial literacy with engagement
  • Limitless guides and reinforcement materials
  • Access to online portals.
  • Completion certficate

Employee Workshops

Corporations & Businesses

  • 1 - 5 day programs available (90 minute intervals)
  • Face to face workshops for employees and staff.
  • Learn the foundations of investing:
    • Terminology (equities, fixed income, load fees)
    • Retirement accounts (Traditional IRAs, Roth IRAs, 401Ks
    • Analysis: ability to analyze mutual funds with risk, return, expenses, and reviews. 
    • Realization: Cycle of Market Emotions
    • How to get started
  • Access to online portals
  • Completion certificate