Take Financial Education in a New Direction

Financial Field Trip Add-On for Schools & Partner Organizations

Bring financial literacy to life: start in your classroom, then step into the real world of money management and investing.

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Classroom Foundations

• Budgeting, Banking & Account Management
  Interactive lessons on creating budgets, comparing bank accounts, and managing checking/savings.

• Investing Basics & Stock Market Simulator
  Hands-on practice with virtual portfolios, learning about stocks, bonds, and risk before meeting an expert.

Real-World Application

• Bank Tour & Q&A
  Visit a local bank or credit union—see teller operations, ATM networks, and online banking in action.

Classroom Foundations

• Investing Basics & Stock Market Simulation

• Learn investing fundamentals: stocks vs. bonds, risk vs. reward, and portfolio diversification.

• Virtual trading session with a stock market simulator to practice buy/sell strategies.

Real-World Application

• Sit down with a financial advisor to discuss real investment strategies.

• Explore a career as a financial advisor and learn about the SIE exam path.

• Connect with mentors, open doors to internships, apprenticeships, and industry insights.