Programs | Summit Financial Academy
Our Programs

Two Paths to the Summit

Whether you're in Minnesota or anywhere in the country, Summit Financial Academy has a program built for your child — and your schedule.

Reserve a Spot — $50 Deposit Book a Free 15-Min Call
Taught by a Registered Investment Adviser
12 Weeks · 90 Min Per Session
$50 Fully Refundable Deposit
In-Person (MN) & Online Nationwide
Choose Your Path

Find the program that's
right for your family

Both programs cover the same 12-week curriculum. The difference is how and where your child learns.

In-Person · Minnesota

12-Week Live Program

Our flagship cohort-based course held in the Twin Cities. Small class sizes, hands-on activities, and peer collaboration that makes financial lessons stick.

  • Weekly 90-minute in-person sessions
  • Simulated investing & budgeting challenges
  • Student portal with live notes, flashcards & quizzes
  • Parent resources & weekly recaps included
  • Cohorts by age band: Middle & High School
  • Graduation ceremony & completion certificate
From $50 deposit · $1,500 total tuition
Reserve a Spot → Learn More About In-Person →
Online · Nationwide

12-Week Online Course

The full Summit Financial Academy curriculum available anywhere in the country — with a rich student portal, structured milestones, and progress tracking for parents.

  • Full course portal with lessons & study materials
  • Student portal with live notes, flashcards & quizzes
  • Progress tracking dashboard for parents
  • Self-paced with structured weekly milestones
  • Available to students across the entire country
  • Graduation certificate upon completion
Enrollment Coming Soon
Join the Waitlist → Learn More About Online →
The Curriculum

12 weeks. Real lessons.
Real confidence.

Every week builds on the last — knowledge compounds just like money does.

Week 1

Money 101

What money is, how its value changes, and why inflation matters more than most adults realize.

Money loses value — learn to make it grow faster.
Week 2

Smart Saving

Pay yourself first, delayed gratification, and building savings habits that last a lifetime.

Saving is how you gain control over your choices.
Week 3

Spending & Budgeting

Building a personal budget, needs vs. wants, and tracking spending patterns through real examples.

A budget isn't a restriction — it's a plan for freedom.
Week 4

The Banking System

How banks operate, checking vs. savings accounts, and the difference between simple and compound interest.

Banks use your money — learn to make that work for you.
Week 5

Credit & Debt

Credit scores, how loans really work, and how interest can build you up or break you down.

Borrowing can build your future — or cost you one.
Week 6

Investing Basics

Stocks, ETFs, diversification, and risk vs. reward — the essentials every young investor needs.

Investing isn't gambling — it's ownership.
Week 7

Building Wealth

Compounding growth simulations and time-value-of-money exercises that make the math click.

Time is your greatest investment tool — start now.
Week 8

Entrepreneurship

Creating value, pricing ideas, and a mini-business challenge that brings everything together.

Don't just work for money — make money work for you.
Week 9

The Market Game

Students manage a simulated $10,000 portfolio using real market data — and learn what emotions do to returns.

Think, don't react. Patience wins the game.
Week 10

Taxes & Income

Gross vs. net income, how taxes fund the economy, and what you can do to keep more of what you earn.

It's not what you make — it's what you keep.
Week 11

Giving & Gratitude

Philanthropy, conscious spending, and the human side of wealth — why giving back matters.

True wealth is measured by what you give, not just what you have.
Week 12

Final Challenge

Students present a real-world financial project and receive their graduation certificate.

Financial literacy is the foundation — not the finish line.
How It Works

From signup to graduation

We made enrollment simple. Four steps from today to your child's first class.

1

Reserve a Spot

Pay the $50 fully refundable deposit to secure your child's seat in the next cohort.

2

Complete Enrollment

Fill out a short form with your child's age band and preferred schedule. Balance is invoiced separately.

3

Start Learning

Show up to the first class. We take care of the rest — lessons, materials, and portal access included.

4

Graduate Confident

Complete all 12 weeks, present a final project, and receive a completion certificate.

Who We Teach

The right content for
every age

Our curriculum is tailored to each age band — so lessons always feel relevant, not over their heads.

Coming 2026
8–10
Elementary

Building the Foundation

Simple, engaging lessons on earning, saving, and the value of money — designed for young minds just starting their financial journey. Reserve early access today.

11–14
Middle School

Building Good Habits

Budgeting, credit basics, and an introduction to investing during the years that set lifelong habits in motion. Currently enrolling.

15–18
High School

Building Real Wealth

Investing, entrepreneurship, taxes, and the full picture of adult financial life — before they need it, not after. Currently enrolling.

Common Questions

Have questions?
We've got answers.

Do students need prior financial knowledge?
No financial experience is required — we teach everything from the ground up. Students should have a basic understanding of division, percentages, and decimals, as those skills help with budgeting and investing exercises.
What's included in the $1,500 tuition?
All 12 weekly 90-minute sessions, access to the student portal (live notes, flashcards, and quizzes), light homework materials, parent weekly recaps, and a graduation certificate. Everything your child needs is included.
How does the $50 deposit work?
The $50 deposit secures your child's spot in the next available cohort. It is fully refundable up to 7 days before the program start date. The remaining balance of $1,500 is invoiced separately after enrollment is confirmed.
What if my child misses a class?
Life happens. Students have access to the student portal to review lesson materials and flashcards. We ask that families communicate absences in advance so we can help students stay on track.
How small are the class sizes?
We intentionally cap cohorts to keep the experience personal and high-quality. Small group sizes mean Brooks can give real attention to each student — not just lecture to a room.
Is the online course available now?
The online course is coming soon and will be available nationwide. You can join the waitlist today to be notified when enrollment opens and to lock in early access pricing.
Will my child receive a certificate?
Yes — graduates receive a completion certificate that can be included on resumes, college applications, and job portfolios. It's a meaningful credential that reflects real financial knowledge.

Ready to Reserve Your Child's Spot?

Seats are limited to keep class sizes personal. Reserve with a fully refundable $50 deposit — or book a quick call if you have questions first.

Reserve a Spot — $50 Deposit Book a Free 15-Min Call
Programs | Summit Financial Academy
Our Programs

Two Paths to the Summit

Whether you're in Minnesota or anywhere in the country, Summit Financial Academy has a 10-week program built for your child — and your schedule.

Reserve a Spot — $50 Deposit Book a Free 15-Min Call
Taught by a Registered Investment Adviser
10 Weeks · 90 Min Per Session
$50 Fully Refundable Deposit
In-Person (MN) & Online Nationwide
Choose Your Path

Find the program that's
right for your family

Both programs cover the same 10-week curriculum. The difference is how and where your child learns.

In-Person · Minnesota

10-Week Live Program

Our flagship cohort-based course held in the Twin Cities. Small class sizes, hands-on activities, and peer collaboration that makes financial lessons stick.

  • Weekly 90-minute in-person sessions (10 total)
  • Simulated investing & budgeting challenges
  • Student portal with live notes, flashcards & quizzes
  • Parent resources & weekly recaps included
  • Cohorts by age band: Middle & High School
  • Graduation ceremony & completion certificate
From $50 deposit · $1,500 total tuition · 10 weeks
Reserve a Spot → Learn More About In-Person →
Online · Nationwide

10-Week Online Course

The full Summit Financial Academy curriculum available anywhere in the country — with a rich student portal, structured milestones, and progress tracking for parents.

  • Full course portal with lessons & study materials
  • Student portal with live notes, flashcards & quizzes
  • Progress tracking dashboard for parents
  • Self-paced with structured weekly milestones
  • Available to students across the entire country
  • Graduation certificate upon completion
Enrollment Coming Soon
Join the Waitlist → Learn More About Online →
The Curriculum

10 weeks. Real lessons.
Real confidence.

Every week builds on the last — knowledge compounds just like money does.

Week 1

Money 101

What money is, where it comes from, and why financial knowledge is the most valuable thing you'll ever learn. The history of currency and why it matters today.

Financial knowledge is the foundation everything else is built on.
Week 2

Cash, Purchasing Power & Inflation

Why a dollar today isn't a dollar tomorrow. How inflation silently erodes wealth and why holding cash long-term is one of the most common wealth killers.

Money loses value over time — learn to make it grow faster.
Week 3

Income, Savings & Investing — The Big 3

How earning, saving, and investing work together as a system — not separately. The bucket framework and why the order you do things matters more than the amounts.

It's not about how much you make — it's about how you use it.
Week 4

Asset Classes

Stocks, bonds, real estate, cash, commodities, crypto — what each one is, how each behaves differently, and why spreading your money across them matters.

Diversification isn't just a buzzword — it's protection.
Week 5

Investing Basics

How to actually invest. Brokerage accounts, index funds, ETFs, and dollar-cost averaging. Risk vs. reward, time horizons, and turning concepts into real actions.

Investing isn't gambling — it's ownership.
Week 6

The Stock Market

How markets work, what moves prices, market cycles, and the difference between emotional investing and disciplined investing. Includes a live simulation exercise.

Think, don't react. Patience beats panic every time.
Week 7

Building Wealth & Entrepreneurship

The math of compounding over time — and why starting early changes everything. Plus entrepreneurship as a wealth tool: creating value, pricing, and thinking like an owner.

Time is your greatest asset. Don't waste it.
Week 8

Best Practices & Mistakes to Avoid

The most common financial mistakes young adults make — lifestyle inflation, bad debt, not starting early, get-rich-quick traps. Real talk about what trips people up.

Knowing what not to do is just as valuable as knowing what to do.
Week 9

Current Events & The Real World

Applying everything learned to what's actually happening in markets and the economy right now. Real news, real analysis, real discussion — this week is always different.

The best investors understand the world they're investing in.
Week 10

The Wealth Mindset

How wealthy people think differently about money, time, and risk. Long-term vs. short-term thinking, delayed gratification, generosity, and what you do with wealth once you build it.

Wealth starts in your mind before it shows up in your account.
How It Works

From signup to graduation

We made enrollment simple. Four steps from today to your child's first class.

1

Reserve a Spot

Pay the $50 fully refundable deposit to secure your child's seat in the next cohort.

2

Complete Enrollment

Fill out a short form with your child's age band and preferred schedule. Balance is invoiced separately.

3

Start Learning

Show up to the first class. We take care of the rest — lessons, materials, and portal access included.

4

Graduate Confident

Complete all 12 weeks, present a final project, and receive a completion certificate.

Who We Teach

The right content for
every age

Our curriculum is tailored to each age band — so lessons always feel relevant, not over their heads.

Coming 2026
8–10
Elementary

Building the Foundation

Simple, engaging lessons on earning, saving, and the value of money — designed for young minds just starting their financial journey. Reserve early access today.

11–14
Middle School

Building Good Habits

Budgeting, credit basics, and an introduction to investing during the years that set lifelong habits in motion. Currently enrolling.

15–18
High School

Building Real Wealth

Investing, entrepreneurship, taxes, and the full picture of adult financial life — before they need it, not after. Currently enrolling.

Common Questions

Have questions?
We've got answers.

Do students need prior financial knowledge?
No financial experience is required — we teach everything from the ground up. Students should have a basic understanding of division, percentages, and decimals, as those skills help with budgeting and investing exercises.
What's included in the $1,500 tuition?
All 10 weekly 90-minute sessions, access to the student portal (live notes, flashcards, and quizzes), light homework materials, parent weekly recaps, and a graduation certificate. Everything your child needs is included.
How does the $50 deposit work?
The $50 deposit secures your child's spot in the next available cohort. It is fully refundable up to 7 days before the program start date. The remaining balance of $1,500 is invoiced separately after enrollment is confirmed.
What if my child misses a class?
Life happens. Students have access to the student portal to review lesson materials and flashcards. We ask that families communicate absences in advance so we can help students stay on track.
How small are the class sizes?
We intentionally cap cohorts to keep the experience personal and high-quality. Small group sizes mean Brooks can give real attention to each student — not just lecture to a room.
Is the online course available now?
The online course is coming soon and will be available nationwide. You can join the waitlist today to be notified when enrollment opens and to lock in early access pricing.
Will my child receive a certificate?
Yes — graduates receive a completion certificate that can be included on resumes, college applications, and job portfolios. It's a meaningful credential that reflects real financial knowledge.

Ready to Reserve Your Child's Spot?

Seats are limited to keep class sizes personal. Reserve with a fully refundable $50 deposit — or book a quick call if you have questions first.

Reserve a Spot — $50 Deposit Book a Free 15-Min Call