Asked to teach a 7-hour course at Castilleja School in Palo Alto, we polled the seniors at this high performing all-girls school to find out what personal finance topics they most wanted to learn, and they came back with:

  • How to budget during college and/or grad school
  • Understanding how credit cards and loans work
  • Buying a car
  • And how to invest

We rounded out their 5-class course with an hour on credit scores and, after working with the students, realized they also had a lot of questions about taxes. So, we turned our awesome Casti course into an 8-Hour Workshop to share with you.

Here are a few quick reasons I love this workshop:

  • It’s perfect if you don’t have a full semester course on Personal Finance. You can use part or all of the 8 hours in a senior seminar, an advisory, an after-school program, an intersession course, etc. Or, the individual lessons may be JUST what you’re looking to add into your full Fin Lit course.
  • It inspired us to create two new activities:
    • A whole-class, up-out-of-your-seats way to teach mutual and index funds (thanks, NGPF Fellow Andrea Stemper for the inspiration)
    • A new spin on our older case study on signing up for a 401(k) — this one’s a little more straightforward and we’re loving it!
  • The topics were selected by real high school seniors, who indicated this is what they need to be prepared for the “real world” in just a few months.
  • In my humble Jessica opinion, I think a fundamental understanding of credit and investing are the two make-or-break topics that can change a young person’s financial trajectory, so I’m proud we’ve found a way to do them justice in a concise time frame — there’s NO reason EVERY school shouldn’t be equipping their seniors with this info!

I hope you enjoy our 8-Hour Workshop as much as the students at Castilleja did and as much as we did designing it over the past two months!

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Did you miss our most recent webinar “Teach Investing in 2 Hours?” If so, you missed an epic Tim & Jessica tag team event that was better live, I can guarantee, but can also be viewed here on our YouTube channel. Investing in 2 Hours is the final lesson of the 8-Hour Workshop and is a force to be reckoned with!