USA Programs

We educate, we don’t sell

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FinVest.

FinVest: How to Become a Millionaire is our flagship program taught in schools. The three day program focuses strictly on “passive investing” and is implemented at no cost (100% FREE) by passionate volunteers with years of professional and educational experience. The program is broken down into five lessons:

Lesson 1: Introduction

Get inspired by the power of compounding (Rule of 72) and explore various type of investment strategies and terminology.

Lesson 2: Analyzing a Portfolio

Learn how to analyze a portfolio with an understanding of risk, returns, reviews, and fees.

Lesson 3: How to Find and Evaluate Mutual Funds

Feel empowered with the ability to find and evaluate mutual funds based on sectors.

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Lesson 4: How to Get Started

Learn how to get started (and earn $100 in the process), learn about the Cycle of Market of Emotions, and understand the difference between Brokerage and Retirement Accounts.

Lesson 5: Portfolio Rebalancing

Incorporate some math with portfolio rebalancing, the process of rebalancing the weightings of a portfolio of investments. Rebalancing involves periodically buying or selling assets in a portfolio to maintain an original desired level of asset allocation; typically a 50/50 allocation, but it can also be anything else (example: 70/30 or 40/60 allocation).


Providing the education to youth gives them one very large advantage: TIME VALUE OF MONEY. To learn more, launch the online portal and/or contact us today.

 Theory Behind Our Methodology

FinMango USA programs aim to develop a series of metrics that identify how the program is helping to solve the problem of financial illiteracy in regards to passive investing through education, and asks what explains successes among participants.

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Implicit assumptions: (1) There is a financial illiteracy problem among youth, (2) youth—ages 15-24— want to be educated, (3) barriers to this problem are not so substantial to render this impossible.

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Measuring Program Inputs: We keep some information on participants’ aptitude. This allows us to not only point out resilience and identify outliers, but also to track what types of participants are most successful in our programs. For “participant evaluations,” we incorporate a participant identities questionnaire, test their knowledge, and have them evaluate the program on appropriateness, engagement, and comprehensiveness. For “trainer evaluations,” we use an open source, streamlined teacher evaluation tool like TNTP and keep track of trainer information.

 Interested in the program?

hello@finmango.org

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