Youth Personal Finance and Career Inspiration

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  • Instructor: Frank
  • Schedule: Aug 8th - Aug 19th, Monday - Friday, 8/8-8/19, 10 sections
  • Time:
    6:30-7:30PM EDT
    3:30-4:30PM PDT
  • Requirement: Grade 7 or above, class taught in English
  • Tuition can be fully refunded before the second class. After that, no refund. 

Course overview

"No matter which career path they choose, kids will eventually face personal and family financial problems." Starting with income and career choices, students will learn about how to be financially independent. How to plan life and how to be financially secure if they don’t make a lot of money when they are young, and even how to invest in the stock market with manageable risk during the class. Personal finance is a life-long learning and life-long practice. Viswise academy wish students can spend, save and invest money wisely after you learned from the class when you grow up. 

When youth understand how to manage money, they are equipped with a skill that is key to making their dreams a reality -- and bringing reality to their dreams.

  • Concept of time value of money, pricing model, inflation, mortgage, tax, and insurance.  
  • Develop a budgeting model on earning, spending, saving, and investing in excel.
  • Enhance a conscious on personal finance, life-long learning and life-long investment.
  • Develop a mindset on career planning, time management for future success.  


Frank Lin
Frank took Principal/MD Ancilla Capital Advisors of Alternative Investment and the CEO of Atrata Inc. He built the next generation leaders of the free world, people of strong moral and social character. Frank worked as Providence Equity Partners, Head of quant analytics Morgan stanley Real estate and PE Credit Suisse Alternative Investments, DLJMB/IP. Frank holds an MBA degree from Wharton School, MSE Engineering U-Wisconsin/U Mich.