Schwab MoneyWise ®

Schwab MoneyWise® Workshop for Teens

Bring basic money management skills to life with this 60- to 90-minute session designed especially for teens and young adults ages 13-18. The workshop can be led by a teacher, parent or volunteer. Materials include:

The Leader's Guide (Download PDF): A 33-page workshop that introduces three key concepts:

  • Goal setting
  • Spending and using credit wisely
  • Saving and investing

Participant Worksheets (Download PDF): A 12-page booklet with 8 handouts for the activities outlined in the Leader’s guide.


The information on this website is for educational purposes only. It is not intended to be a substitute for specific individualized tax, legal, or investment planning advice. Where specific advice is necessary or appropriate, consult with a qualified tax advisor, CPA, financial planner, or investment manager.

The Charles Schwab Foundation is a 501(c)(3) nonprofit, private foundation that is not part of Charles Schwab & Co., Inc. or its parent company, The Charles Schwab Corporation.

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