Wealthy Whiz Kids/Financial $ucce$$ Lab (Grades 6-12)

  • $99

Financial $ucce$$ Lab (Grades 6-12)

  • Course
  • 19 Lessons
  • 90-day access

Financial $ucce$$ Lab™ gives teens in grades 6–12 real financial skills: budgeting, cash flow, compound growth, and recovering from setbacks, through a hands-on 9-week program capped by a personal Financial Freedom Project. Continue into Advanced Investing to learn investing vs. trading, evaluating value, and researching before you buy. Every fortune starts with a first dollar, and a plan for it.

Contents

Welcome!

Kick off Financial $ucce$$ Lab with an introduction to the program, the Lab Principles, and what to expect across the 9-week core curriculum.

Welcome! Overview of the program

Module 1 - Week 1: Budget Blueprint

Students learn to build a zero-based budget using the 40/40/10/10 rule, assigning every dollar a purpose across spending, investing, saving, and giving.

Week 1: Budget Blueprint
Printable Worksheet

Module 1 - Week 2: Savings & Emergency Fund

Students explore why an emergency fund matters and build a real savings plan to protect themselves from life's surprises.

Week 2: Savings & Emergency Fund

Module 1 - Week 3: Purpose & Money Mindset

Students define their personal money mission statement, connecting financial decisions to their values and long-term goals.

Week 3: Purpose & Money Mindset

Module 1 - Week 4: Cash Flow Training Bootcamp

Students break down a real paycheck, learning the difference between income and wealth, and how to control cash flow.

Week 4: Cash flow training camp
Printable Worksheet

Module 1 - Week 5: Velocity & Compound Growth

Students discover how compound growth accelerates wealth over time, and why starting early beats starting big.

Week 5: Velocity & Compound Growth

Module 1 - Week 6: Financial Scenarios

Students apply what they've learned to real-world financial scenarios, practicing decision-making under pressure.

Week 6: Financial Scenarios

Module 1 - Week 7: Recalibrate 1 Smart Failures

Students learn to treat financial mistakes as data, not disasters, and practice rebuilding a budget after a setback.

Week 7: Recalibrate 1 Smart Failures

Module 1 - Week 8: Recalibrate 2 Negotiation & Leverage

Students practice negotiation and leverage through a hands-on trading challenge, then apply the same skills to real life.

Week 8: Recalibrate 2 Negotiation & Leverage

Module 1 - Week 9: Capstone Financial Freedom Project

Students bring everything together into a personal five-year financial roadmap, the capstone project for the 9-week core.

Week 9: Capstone Financial Freedom Project
Printable Worksheet

Module 2 - Week 10: Investing vs. Trading

Students learn why "time in the market" beats "timing the market," and how compounding rewards patient investors over active traders.

Module 2: Advanced Concepts - Week 10 Investing vs. Trading
Printable Worksheet

Module 2 - Week 11: What is value?

Students build a two-question framework for evaluating whether any investment is genuinely worth owning.

Week 11: What is value?

Module 2 - Week 12: Know Before You Go

Students learn a due-diligence framework for researching any financial product before putting money behind it.

Week 12: Know Before You Go
Printable Worksheet

Appendix

Appendices