Personal Finance Masterclass for Teens
Where the next generation learns to manage money & build wealth
School does not teach kids how to manage money. We're here to fix that.
Prequel's Live Masterclasses empower teens to manage money, master personal finance and build for their future.
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Help your child prepare for the future.
This Masterclass is for your teen if you want to help them...
Understand how to manage money
Fixed and variable expenses, taxes, credit scores, saving for retirement...understanding your finances is complicated. Without the knowledge needed to make a strong financial plan, you can't achieve financial security. Empower your child with the skill set to navigate their financial future.
Get a head start on building long-term wealth
Analyses show that starting to invest $200 / month at 15 vs 25 can mean over an additional $1 Million in net worth by retirement! Investing starts with mastering personal finance, and starting to save for the future.
Develop real-world skills
Many adults struggle with managing money, understanding cash flows and debt, and budgeting. We cover all these topics, empowering students with real-world skills they can put in action today.
Learn and grow alongside the best
Our programs are developed in partnership with world class instructors who have worked at institutions like Goldman Sachs, General Atlantic and KKR. We don't use traditional teachers or professors - but industry experts that students can learn from, and look up to!
World-Class Instructors
We bring experts and professionals from some of the world's leading organizations to design, lead and develop our programs.
Previous Prequel instructors have worked at some of Wall Street's most prestigious firms.
What parents & students are saying
"The instructors created an amazing environment where I felt comfortable learning new skills and wasn't afraid to fail at them. I really appreciate that!"
-Jada, Student
“I never expected learning so much information in one program - it is very much worth it."
-Matthew, Student
"Prequel really opened up my mind to new opportunities I would never have been exposed to during school. It gave me confidence in myself that I can achieve anything I set my mind to."
-Zoya, Student
"I liked that at Prequel, you don't learn by listening to a lecture, you learn by actually completing real-world case studies. This makes learning investing very fun."
-Erick, Student
"Connecting with others who are all as interested as I am in this field was one of the best feelings, especially when able to challenge my limits alongside them. "
-Cianna, Student
What sets Prequel's Masterclasses apart?
Interactive Sessions
This is not like "online school" and our programs are not taught by traditional professors. All our programs are taught through live interactive sessions with industry professionals and experts, like investment bankers, Wall Street analysts, Venture Capitalists, to not only learn from, but look up to!
Hands-On Learning
We also don't believe in lectures. During the class, students engage in hands-on activities in teams, such as building a personal budget, trying to get a loan with different credit scores, and calculating tax rates at different income levels.
Real-World Application
During the class, students immediately start applying their learnings to their own lives. Students will reflect on and develop their short-term and long-term financial goals, and make a plan to address how they can reach these goals. We'll also explore how to develop a healthy attitude towards money and how students can differentiate their needs and wants in their own lives.
Created by finance professionals, designed for teens.
Prequel's Personal Finance Masterclass is designed by finance professionals and is taught by Cameron Ayotte, an investment portfolio manager.
Josh Jia
Course Creator
Founder at Finance Interview Coach & Principal at Apex Advisory
Josh has taught investment banking at top global institutions like Princeton, Wharton, UCLA, and others.
During his time in investment banking and private equity, Josh worked on transactions like the $300 Million IPO of Sleep Country, and the $156 Million acquisition of Atlas Paper. Today, Josh is a principal at Apex Advisory and a financial modeling analyst with the Financial Modeling Institute.
Josh has coach finance professionals at:
Cameron Ayotte
Course Instructor
Investment Portfolio Manager at Queens University Investment Council
An an Investment Portfolio Manager at Queens University Investment Council, Cameron manages assets of over $2.2 Million.
He has worked with Boston Consulting Group, one of the "big three" global consulting firms. He has also worked in the Public Equities division of Burgundy Asset Management, an investment firm with assets of over $35 Billion.
Cameron has taught finance and investing at Queen's University.
Syllabus
Core Skills
Personal Finance
- How to build a personal budget
- Understanding needs vs wants and aligning value
- Managing money through savings, cash, emergency fund and investments
- Building healthy attitudes towards money
- Protecting your financial data
- Understanding the impact of debt
Financial Concepts
- Debits and Credits
- Credit Scores
- Interest Rates
- Compounding Interest
- Inflation
- Debt Principal and Interest
- Tax Brackets
Tangibles
Personal Budget
- Students build their own budget that addresses their current expenses and helps them to build savings for the future
Financial Goals
- Determine short term and long term goals
Credit Score Simulation
- Students are tasked with trying to get a loan with different credit scores and will then learn strategies they can use to build strong credit
"I learned so much about finance and investing through the program."
-Bianca, Alumni
Bianca, a 10th grade student, took Prequel's Investing Bootcamp (a longer version of the Live Masterclass) in Summer 2022. After the program, she set up her first brokerage account with her parents' help, using the money she got for her birthday. She analyzed stocks based on everything she learned in the program and pitched to her parents to buy those ones. She's now tracking the portfolio and planning on diversifying more with buying ETFs for her next birthday gift.
$197
3 hour interactive masterclass for teens 13-18
Empower your child to build a strong financial future
// 3 hour interactive Masterclass
// 45 mins of on-demand video lessons
// Bonus - Personal budget template for teens
What students and parents are saying
"The instructors created an amazing environment where I felt comfortable learning new skills and wasn't afraid to fail at them. I really appreciate that!"
-Jada, Student
"Connecting with others who are all as interested as I am in this field was one of the best feelings, especially when able to challenge my limits alongside them. "
-Cianna, Student
“My daughter loved Prequel. She's learning real-world problem solving, communication, and ideation skills that aren't honed in schools. She is emerging with newfound confidence and important skills for the future. Really impressed by the program.”
-Kayla, Parent of Emily
“BETA Camp and Investing Bootcamp taught my daughter skills that she would only get the opportunity to learn after university. Now she wants to take every program from Prequel.”
-Jeff, Parent of Jane
“I am extremely excited about Prequel and the challenge that this learning process represents to our kids. My son shared his TikTok content with me and I was amazed by the business ideas, the product, and all the world behind the production of this content. This is a real taste of the real world."
-Maribel, Parent of Luis
“My son was so excited each evening he finished the program. He learned a ton and Prequel's investing program fueled his passion for investment and finance.”
-Chris, Parent of Ben
"Prequel really opened up my mind to new opportunities I would never have been exposed to during school. It gave me confidence in myself that I can achieve anything I set my mind to."
-Zoya, Student
"The highlight of the investing program was talking to a lot of professionals in finance. This showed me what a future career in finance could look like and what I need to do now to get there."
-Ben, Student
"My favorite part was learning about venture capital, private equity, and investment banking from the guest speakers. I learned so much about finance and investing through the program."
-Bianca, Student
"I liked that you don't learn by listening to a lecture, you learn by actually completing real-world case studies. This makes learning investing very fun."
-Erick, Student
“I never expected learning so much information in one bootcamp - Prequel's investing programs are very much worth it."
-Matthew, Student
“Prequel is building future leaders. As the world evolves, the work environment and job availability are going to change. Some jobs are going to be obsolete. AI is going to change the world in unprecedented ways. Who is going to succeed then? - leaders and people who are willing to take the risk and imagine. Prequel is a stepping stone towards this thought process.”
-Maya, Parent of Eric
Questions?
Have a different question not answered above?
Please reach out to us at [email protected] and we would love to help!