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Finance Academy

Kabir N. · First portfolio

Grade 12 · NY · Outcome

I learned budgeting, credit and index funds before college. I opened my own brokerage account.
Kabir N., Grade 12 · NY

The challenge

Kabir was heading to college with no framework for budgeting, credit cards, or long-term saving.

What we did

An eight-week practical curriculum: cash-flow budgeting, credit mechanics, tax basics, and a supervised paper-trading portfolio.

The outcome

He built a real budget, opened a custodial brokerage account with his parents, and now runs a simple index-fund portfolio.

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