Our most immersive offering — a full workshop-style simulation where students build and manage a $100,000 portfolio, learn Series 7 core concepts, and present as a team. Designed for 10th–12th grade.
A 3-day, project-based financial simulation where students form investment firms, manage a $100,000 simulated portfolio, apply FINRA Series 7 concepts, and deliver a live team presentation. Built for 10th–12th grade students — no prior finance experience needed.
The complete beginner's guide to building wealth. Covers budgeting, saving, compound interest, and your first investment account — from zero to portfolio.
Coming SoonFinancial literacy built specifically for entrepreneurs. Cash flow basics, profit margins, business credit, and planning for the money your business actually makes.
Coming Soon401(k), IRA, Roth, Social Security, withdrawal strategies — everything you need to understand retirement accounts and build a plan that actually gets you there.
Coming SoonThe Community Capital Group workshop can be licensed for schools, youth programs, and community organizations. Get in touch to discuss custom delivery.