Class Syllabus
Spring 2026
8 Week Course - 1 hr Lecture with a 10 min break
Choice of courses on Tuesday at 6:30pm or Saturday at 4:00pm
Swag giveaway - quizzes each session
Join us this summer for an exciting 8-week financial education course designed to help you take control of your money and build real financial confidence. Each week includes a 1-hour lecture (with a 10-minute break) packed with practical tools and engaging lessons on budgeting, investing, and financial planning.
Online community
- 3 month free trial
- Daily News Articles, Market Updates, Financial calculators, Access to a Financial Advisor and more!
Session 1
- Parents Invited!!
- Introduction and bios
- Syllabus Overview
Session 2
- History of Money
- Buying Assets vs Saving Money
- 50-30-20 Rule
- Appreciating Assets and Depreciating Assets
Session 3
- How Banks work
- How Loans work
- Good Debt vs Bad Debt
- Establishing Credit
Session 4
- Budgeting
- Balancing a Checkbook
- Real Estate
Session 5
- Building the Perfect Investment
- Short Term and Long Term Savings Strategies
- Types of Investments
- Taxes
Session 6
- Wall Street and the
- Federal Reserve
- How the Stock Market works
- Market Indexes
Session 7
- Different Investment Strategies
- Stocks, Bonds, Mutual Funds, ETF’s
- Crypto
- Dollar Cost Averaging
Session 8
- Opening your own Business
- Tax Implications of Owning a Business
- Financial Freedom
Before taking this course, I was completely lost when it came to money. Now I feel confident budgeting, saving, and even investing. The tools and support were amazing!
Lionvest Academy taught me more practical skills than four years of school. I finally understand taxes, credit scores, and how to handle my paycheck.
As an adult, I always felt like I was playing catch-up with finances. This program helped me shift from surviving to planning long-term.
Ready to Start Learning
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Bell Works, 101 Crawfords Corner Road
Holmdel, NJ 07733
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