Financial Literacy Programme for Secondary Schools
NextGen Money: Financial Literacy for Secondary Schools
An engaging, interactive programme that equips students with essential financial knowledge and practical skills — empowering them to become confident decision-makers and future leaders in an evolving financial landscape.
The NextGen Money seminar is designed to inspire students to take charge of their financial future. It ignites their interest in money management, financial growth, and leadership. Through engaging, hands-on sessions, students build the confidence and the foundations to make smart financial decisions early in life.
Three flexible formats
Start with the core, or build out a fuller experience. Schools choose the depth that fits their timetable.
Core Programme
- Core session only
- Fundamentals of Financial Literacy
Expanded Programme
- Day 1: Core — Financial Literacy
- Day 2: Elective — Stock Market foundations
Full Programme
- Day 1: Core — Financial Literacy
- Day 2: Elective — Stock Market foundations
- Day 3: Elective — Stock analysis
What students learn
A progression from mindset and habits, through everyday money management, into the fundamentals of investing.
Unlocking the Millionaire Mindset
- Cultivating financial-success habits for long-term money management
- Understanding personal money values and how they shape decisions
- Developing a mindset that empowers financial confidence
Smart Money Management & Investment Basics
- Six steps to create a personal financial plan
- Setting and achieving SMART financial goals
- Short-term vs long-term planning and managing risk
- Understanding credit cards: responsible use and pitfalls to avoid
Introduction to the Stock Market
- How stock investing works for beginners
- Key stock-market terms and fundamental concepts
- Essential trading principles to build investment knowledge
Evaluating Stocks & Market Dynamics
- How companies raise funds through stocks
- Understanding different stock types and selecting the right ones
- Assessing a stock’s value versus its market price
Stock Market Analysis for Smarter Decisions
- Applying fundamental and technical analysis to evaluate investments
- Interpreting a company’s financial health and growth potential
Customised to your school
- Modules and depth adjusted to your students’ level and timetable
- Discuss a bespoke focus — saving, investing, or entrepreneurship
What students walk away with
What participants said
It shared practical skills to help us manage our money — like saving before spending.
I learned real strategies to save money, like the 50/30/20 rule and paying yourself first.
The interactive questions and games kept everyone engaged the whole way through.
Dr. Stephanie Fan
Co-founder, Envision Academy
Sessions are delivered by a senior finance professional with a track record of mentoring students who have excelled in finance, banking, and related fields.
- Managing Director & Chief Investment Officer of an asset management company
- Adjunct Professor at a local university
- Over 10 years of teaching experience in finance at local & overseas universities
- Proven track record mentoring students who have excelled in finance, banking, and related fields
Delivered in Hong Kong schools
A selection of our recent school collaborations.
Bring NextGen Money to your school
Schools interested in arranging or tailoring a programme are welcome to get in touch. We are happy to discuss format, focus, and scheduling.
NextGen Money：中學生理財教育課程
一個生動互動的課程，讓學生掌握重要的理財知識與實用技巧，培養成為有自信的決策者，以及在不斷轉變的金融世界中的未來領袖。
NextGen Money 講座旨在啟發學生主動掌握自己的財務未來，激發他們對理財、財富增長與領導才能的興趣。透過生動互動的環節，學生建立自信與穩固基礎，及早作出精明的理財決定。
三種靈活模式
由核心課程開始，或擴展為更完整的學習體驗。學校可按時間表選擇合適的深度。
核心課程
- 只設核心環節
- 理財基礎
進階課程
- 第一天：核心 — 理財基礎
- 第二天：選修 — 股票市場入門
完整課程
- 第一天：核心 — 理財基礎
- 第二天：選修 — 股票市場入門
- 第三天：選修 — 股票分析
學生學些什麼
由心態與習慣，到日常理財，再到投資基礎，循序漸進。
啟動百萬富翁思維
- 培養長遠理財的成功習慣
- 認識個人金錢價值觀如何影響決定
- 建立帶來理財自信的思維
精明理財與投資基礎
- 制定個人理財計劃的六個步驟
- 設定並達成 SMART 理財目標
- 短期與長期規劃及風險管理
- 認識信用卡：善用之道與常見陷阱
股票市場入門
- 股票投資的基本運作（初學者）
- 重要股市術語與基本概念
- 建立投資知識的基本交易原則
評估股票與市場動態
- 公司如何透過股票集資
- 認識不同股票類型與選股之道
- 評估股票價值與市場價格
股市分析，精明決策
- 運用基本面與技術分析評估投資
- 解讀公司財務狀況與增長潛力
為貴校量身設計
- 按學生程度與時間表調整單元與深度
- 可商討特定主題 — 儲蓄、投資或創業
學生帶走的收穫
參加者的話
課程分享了實用的理財技巧 — 例如先儲蓄、後消費。
我學到實際的儲錢方法，例如 50/30/20 法則和「先付給自己」。
互動問答和遊戲讓大家由頭到尾都投入。
Dr. Stephanie Fan
Envision Academy 聯合創辦人
課程由資深金融專業人士主講，擁有培育學生在金融、銀行及相關領域取得卓越成就的往績。
- 資產管理公司董事總經理兼首席投資官
- 本地大學客座教授
- 逾十年於本地及海外大學教授金融的經驗
- 培育多名學生在金融、銀行及相關領域取得佳績
把 NextGen Money 帶到貴校
歡迎有興趣安排或度身訂造課程的學校與我們聯絡。我們樂意商討模式、重點與時間安排。