Money Confident Kids®
Inspire a lifetime of good money habits
Help kids become smart savers, spenders, and investors with Money Confident Kids. This engaging financial literacy program for kids helps develop their money management skills. Strengthen your client relationships by building new ones with tomorrow's investors.
Guides, lesson plans, and activities—it’s all here.
Get ready to empower the next generation with this five-part financial literacy program tailored to kids to young adults. It can be taught one lesson at a time in a family workshop series or you can focus on a specific topic. Invite your clients and their kids or grandkids for a learning adventure that creates money-smart habits for life.
In addition to the teaching resources below, here’s a social media post and image for promoting the program. Explore the materials at your own pace, and use what works best for you.
Presentation
Guide kids and their parents or grandparents through the program one fun-filled lesson at a time.
Teacher's Guide
Make the most of each lesson with the vocabulary, takeaways, and questions that are sure to spark discussion.
Workbook
Keep everyone engaged with these detailed lesson plans as well as activity and game sheets.
Help the next generation think long term.
Showing how every financial decision is associated with a time horizon is at the heart of this financial literacy program. The lessons follow Nikki from seventh grade to college and beyond as she sets short- and long-term goals and works to achieve them.
Goal setting
Saving money starts with setting a goal. In these lessons, kids explore financial goal setting and how it can make short- and long-term saving feel easier and more attainable. They learn to envision why and what they’re saving for and when they want to achieve it, based on their time horizon.
Lesson 1: Better set a budget
Starting in middle school, Nikki learns about SMART goals. This lesson helps kids focus on setting and achieving goals that will set them on the right path for the future.
Lesson 2: Get the big picture
As Nikki decides whether to get a master’s degree, this lesson jumps to the future and gets kids thinking about long-term goals.
Social Post
Promote your workshop on social media to generate interest. Here’s copy and an image to get you started:
Financial goal-setting fun!
Got goals? 🏆 Help your kids or grandkids dream big and plan smart. Join our workshop for awesome goal-setting adventures. It’s going to be a blast for everyone!
Decision-making
Holding off on buying things is hard. These lessons on financial decision-making teach the value of making deliberate spending decisions and resisting impulse buys.
Lesson 1: Get it for less
In this lesson about making wise financial decisions, Nikki works though the decision to buy a new laptop, including how to decide if a goal is a “need” or a “want.”
Lesson 2: A penny saved...
As a sophomore in college, Nikki needs a car to commute to her part-time job. See how she explores whether to use her credit card or take out a loan.
Lesson 3: But I love that new car smell
This lesson highlights how Nikki applies wise decision-making choices to her car-buying research.
Social Post
Promote your workshop on social media to generate interest. Here’s copy and an image to get you started:
Smart money choices ahead!
Decisions, decisions. 🤔 Teach the kids in your life how to ace financial decision-making in our fun workshop. Learn savvy skills, and make smart choices together as a family!
Money and inflation
It’s important to understand the value of a dollar and how the value of money can change and affect their purchasing power in the future. In this lesson, kids can begin to see the value of saving and investing early as well as making good financial decisions as they grow up.
Lesson 1: A place of my own
About to finish graduate school, Nikki wants her own place. See how her grandmother’s explanation of inflation impacts her goal of buying a house.
Social Post
Promote your workshop on social media to generate interest. Here’s copy and an image to get you started:
Inflation unplugged!
Don’t understand inflation? No problem.
💡 Our workshop breaks down this important concept for kids and their families. Join us for some inflation-busting fun!
Asset allocation
Kids may not have assets, but it’s never too early to learn about investing. Using activities and real-life examples, these lessons explain how money can be divided among the basic investment building blocks to develop an asset allocation strategy that helps meet long-term goals.
Lesson 1: Taking a sensible risk
After working for a few years, Nikki is learning about saving for retirement and the importance of the right asset allocation to achieve long-term goals.
Lesson 2: Finding the right mix
Even though Nikki is all grown up, she still gets advice from her grandparents, who share important questions to ask when planning for retirement.
Social Post
Promote your workshop on social media to generate interest. Here’s copy and an image to get you started:
Mix it up with assets!
Let's talk assets! 📈 Our workshop shows kids how to work some asset allocation magic with their family by their side. Join the fun, and watch their confidence soar!
Diversification
The idea behind this concept is simple: “Don’t put all your eggs in one basket.” These lessons provide an overview of what an “investment strategy” means and explores different scenarios for building diversified portfolios to help meet financial goals.
Lesson 1: Investment choices
At 25 years old, Nikki wants to do more investing. See what she learns from her older sister April about diversification and the risk of investing in only one company.
Lesson 2: Investment choices
This lesson follows Nikki as she does more research on diversification and learns how to use it to manage risk.
Social Post
Promote your workshop on social media to generate interest. Here’s copy and an image to get you started:
Diversify and shine!
Diversification rocks! 🌟 Help your kids or grandkids learn to spread their wings with investments. Attend this exciting workshop, and watch them shine brighter than ever!
Financial Literacy Library
Help investors and plan participants enhance their financial literacy and navigate various life stages.
CONFIDENT CONVERSATIONS® on Retirement
Listen in and share this podcast with your clients to help inform retirement decisions.
Set your practice apart
Explore more ways to refine and grow your practice with client acquisition, client engagement, and business management resources.
Contact us
Important Information
202508-4691851
