#105: How to teach personal finance to groups of kids

Season #1

Join Josh and Amelie to discuss teaching personal finance to groups of kids!

Top takeaways:

  • Do NOT take your presentation created for adults and just start using it for kids even if you add in a few memes and make it less complex.
  • Do your research into what is applicable to the group (age, demographics, interests etc.)
  • You probably won’t get clients out of it.
  • Make it interactive and make sure there’s variety–very short lecture pieces.
  • Expand your search for curriculum outside of personal finance–find good methodology for teaching your target age group.
  • Manipulatives, games, and stories work well for almost all age groups.
  • Think about what lessons you’re accidentally teaching.


  • NextGen Personal Finance
  • Junior Achievement

Want help building or growing a successful financial coaching business? Find resources below based on where you’re at in your journey: