Number of Classes
3 weekly sessions (March 2026)
Session Duration
45 minutes per session (between 1-3 PM or by volunteer availability)
School Subjects Alignment
Course Description
Smart money habits start early! In this fun and practical three-part series, students will demystify the world of investing—learning what it is, how it works, and how small decisions today can grow into a strong financial future. Through real-world examples and clear, relatable lessons, participants will dive into topics like saving vs. investing, stocks and bonds, and how to build a portfolio with confidence. Each session equips students with the knowledge and tools to make informed money choices and take real steps toward lifelong financial wellbeing.
Curriculum Outline
- Investing basics
- Savings vs. Investing
- Stocks and Bonds
- Key terms
- Building a Portfolio
Mass. State Standards
- HSS.ECON.T6.6: Research and monitor financial investments such as stocks, bonds, and mutual funds.
- HSS.ECON.T1.5: Predict how interest rates act as an incentive for savers and borrowers.
- HSS.ECON.T2.11: Explain how financial markets, such as the stock market, channel funds from savers to investors.
Skills Learned:
- Investing
- Saving
- Stocks
About CFA Society Boston
CFA Society Boston is a non-profit professional society that has been a point of connection for the Boston investment community since 1946. The Society provides an open forum for the exchange of fresh perspectives on industry issues and promotes ethics and integrity. CFA Society Boston is New England’s largest membership organization for investment professionals with over 6,000 members. The membership represents over 650 investment firms and 96 percent of CFA Society Boston members hold the Chartered Financial Analyst designation from CFA Institute. To achieve this designation, members are required to pass a series of three intensive exams that equip financial professionals with superior analytical skills, real-world portfolio management experience, and high ethical standards.
About the Instructor
Volunteer Professionals who are experts in finance