Annual Membership Programs
Annual Membership Programs
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Asia’s First In-Person Gamified Financial Learning Club for Kids & Teens
The Continuous Learning and Investment Committee programs both offer ongoing financial education for 12 months, but they serve different purposes and levels of readiness. Continuous Learning is designed for Level 1 and Level 2 graduates seeking experience, reinforcement, and practical learning through monthly financial lessons and hands-on board games. It builds confidence, understanding, and foundational decision-making skills in a safe, guided environment.
In contrast, the Investment Committee program is the Mastery Path for serious young investors ready to manage real money. Junior Portfolio Managers meet monthly to analyze, present, and defend their portfolios under the guidance of a Senior Portfolio Manager. Investment Committee develops advanced analytical skills, accountability, and long-term strategic thinking, transforming learners into disciplined, confident, and skilled money managers prepared for real-world investing challenges.
Continuous Learning
For Level 1, Level 2, and Teenvestors graduates who want more experience before joining the Junior Portfolio Manager program.
Continuous Learning Membership (12 Months)
Continuous Learning Membership (12 Months)
The Continuous Learning Membership is a year-long program designed for Level 1, Level 2, and Teenvestors graduates who want more experience before joining the Junior Portfolio Manager program. Students meet every first Saturday of the month for 2 hours per session, including 30 minutes of financial lessons and 90 minutes of hands-on board games or activities. The program is divided into three quarters, each focusing on key financial skills: money habits, investing foundations, and entrepreneurship with advanced cashflow strategies. Each quarter combines guided instruction with interactive gameplay to reinforce learning and build confidence in real-world financial thinking.
Quarter 1 (Months 1–4): Foundations & Money Habits
Quarter 1 (Months 1–4): Foundations & Money Habits
Focus: Reinforce savings, smart spending, and budgeting
Board Game: Cashflow for Kids | Cashflow Classic for Teens
Month 1: Savings – setting goals and building habits
Month 2: Smart Spending – needs vs wants, decision making
Month 3: Budgeting Basics – plan, track, and manage money
Month 4: Review & Reinforce – Savings, Smart Spending, Budgeting
Quarter 2 (Months 5–8): Investing Foundations
Quarter 2 (Months 5–8): Investing Foundations
Focus: Stock market basics, dividend investing, and REITs,
Board Game: Monopoly | Stock Market Online Investing Simulation for Teens
Month 5: Stock Market 101 – shares, dividends, and risk
Month 6: REITs & Passive Income – earning while you sleep
Month 7: Portfolio Basics – diversification and planning
Month 8: Review & Reinforce – Stocks & REITs,
Quarter 3 (Months 9–12): Entrepreneurship & Advanced Cashflow
Quarter 3 (Months 9–12): Entrepreneurship & Advanced Cashflow
Focus: Business basics, entrepreneurship mindset, advanced financial strategy
Board Game: Cashflow Classic | Monopoly for Teens
Month 9: Entrepreneurship 101 – business ideas & planning
Month 10: Business Strategy – revenue, costs, profit
Month 11: Leadership & Decision Making – risk-taking and problem solving
Month 12: Review & Reinforce – Entrepreneurship & Advanced Strategy
Investment Committee
For JPM Graduates
Investment Committee (12 Months)
Investment Committee (12 Months)
The Investment Committee (IC) is a Mastery Path program designed exclusively for Junior Portfolio Managers (JPM) ready to manage real money with guidance from experienced mentors. Meetings are held every first Saturday of the month for 1.5 hours per session, including a 30-minute market recap and 60 minutes of portfolio review and defense. JPMs present their portfolio performance, explain their investment decisions, and receive feedback and recommendations from a Senior Portfolio Manager on whether to hold or rebalance. Over 12 months, participants deepen analytical thinking, risk assessment, and long-term strategy skills, transforming young investors into disciplined, confident money managers prepared to make real-world financial decisions.
Monthly Structure (Months 1–12)
Monthly Structure (Months 1–12)
Month 1: Global & local market summary → JPM presents portfolios; review asset allocation → Set baseline performance; introduce IC process
Month 2: Market trends, sector highlights → JPM updates portfolios; justify positions → Reinforce analytical thinking & strategy
Month 3: Dividend & passive income focus → JPM defends investment choices; Senior PM recommends action → Encourage critical evaluation & risk assessment
Month 4: Macro updates, market sentiment, economic news → Portfolio review & adjustments → Track progress; apply feedback
Month 5: Market trends & sector analysis → Portfolio defense & Senior PM recommendation → Encourage peer discussion & debate
Month 6: Mid-year market recap, key events → Portfolio review; consider rebalance vs hold → Emphasize portfolio strategy & long-term thinking
Month 7: Stock, REITs, alternative investments summary → Portfolio defense & adjustments → Advanced risk/reward discussion
Month 8: Market updates & sector focus → JPM presents portfolio; Senior PM feedback → Reinforce strategic thinking & decision-making
Month 9: Economic indicators & market outlook → Portfolio review & recommendation → Prepare for Q4 adjustments and goal alignment
Month 10: Market recap & end-of-year forecast → JPM defends portfolio; Senior PM advises → Encourage long-term perspective & reflection
Month 11: Earnings, trends, dividend changes → Portfolio defense & Senior PM recommendation → Prepare final quarterly review
Month 12: Year-end market summary & next year outlook → Portfolio review & defense; Senior PM gives final recommendations → Annual assessment; celebrate learning milestones
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