How the 18 modules fit a real school calendar.
36 weeks, two weeks per module. Week one teaches the module; week two is application — case studies, portfolio decisions, and written justifications. This is the plan that uses the Portfolio Simulator seriously.
| Week | Module | Students do | You do |
|---|---|---|---|
| Week 1 | M1 · Money Basics beginner | Income, spending, saving, and why compounding decides everything later. Work the module's lessons and quizzes at their own pace (8–10 lessons). | Assign the module. Project the first lesson to open the week; check the mastery dashboard midweek for students to pull aside. |
| Week 2 |
M1 · Money Basics
beginner
Application week
|
Apply the module: a case study from the library, plus at least one portfolio trade with a written justification. | Review the written justifications in Portfolio Review. Pull two contrasting ones to discuss with the class. |
| Week 3 | M2 · The Stock Market for Beginners beginner | What a share actually is, how prices form, what an index measures. Work the module's lessons and quizzes at their own pace (8–10 lessons). | Assign the module. Project the first lesson to open the week; check the mastery dashboard midweek for students to pull aside. |
| Week 4 |
M2 · The Stock Market for Beginners
beginner
Application week
|
Apply the module: a case study from the library, plus at least one portfolio trade with a written justification. | Review the written justifications in Portfolio Review. Pull two contrasting ones to discuss with the class. |
| Week 5 | M3 · Your First Investment beginner | Brokerage mechanics, order types, and building a first position. Work the module's lessons and quizzes at their own pace (8–10 lessons). | Assign the module. Project the first lesson to open the week; check the mastery dashboard midweek for students to pull aside. |
| Week 6 |
M3 · Your First Investment
beginner
Application week
|
Apply the module: a case study from the library, plus at least one portfolio trade with a written justification. | Review the written justifications in Portfolio Review. Pull two contrasting ones to discuss with the class. |
| Week 7 | M4 · Companies and Brands You Know beginner | How Apple, Nike, and Netflix actually make money. Work the module's lessons and quizzes at their own pace (8–10 lessons). | Assign the module. Project the first lesson to open the week; check the mastery dashboard midweek for students to pull aside. |
| Week 8 |
M4 · Companies and Brands You Know
beginner
Application week
|
Apply the module: a case study from the library, plus at least one portfolio trade with a written justification. | Review the written justifications in Portfolio Review. Pull two contrasting ones to discuss with the class. |
| Week 9 | M5 · Reading Financial Statements intermediate | Income statement, balance sheet, cash flow — and what each one hides. Work the module's lessons and quizzes at their own pace (8–10 lessons). | Assign the module. Project the first lesson to open the week; check the mastery dashboard midweek for students to pull aside. |
| Week 10 |
M5 · Reading Financial Statements
intermediate
Application week
|
Apply the module: a case study from the library, plus at least one portfolio trade with a written justification. | Review the written justifications in Portfolio Review. Pull two contrasting ones to discuss with the class. |
| Week 11 | M6 · Valuation intermediate | Multiples, discounted cash flow, and what "expensive" means. Work the module's lessons and quizzes at their own pace (8–10 lessons). | Assign the module. Project the first lesson to open the week; check the mastery dashboard midweek for students to pull aside. |
| Week 12 |
M6 · Valuation
intermediate
Application week
|
Apply the module: a case study from the library, plus at least one portfolio trade with a written justification. | Review the written justifications in Portfolio Review. Pull two contrasting ones to discuss with the class. |
| Week 13 | M7 · Business Analysis intermediate | Moats, management quality, and the qualitative side of a business. Work the module's lessons and quizzes at their own pace (8–10 lessons). | Assign the module. Project the first lesson to open the week; check the mastery dashboard midweek for students to pull aside. |
| Week 14 |
M7 · Business Analysis
intermediate
Application week
|
Apply the module: a case study from the library, plus at least one portfolio trade with a written justification. | Review the written justifications in Portfolio Review. Pull two contrasting ones to discuss with the class. |
| Week 15 | M8 · Sectors and Industries intermediate | The 11 GICS sectors and how each one behaves. Work the module's lessons and quizzes at their own pace (8–10 lessons). | Assign the module. Project the first lesson to open the week; check the mastery dashboard midweek for students to pull aside. |
| Week 16 |
M8 · Sectors and Industries
intermediate
Application week
|
Apply the module: a case study from the library, plus at least one portfolio trade with a written justification. | Review the written justifications in Portfolio Review. Pull two contrasting ones to discuss with the class. |
| Week 17 | M9 · Reading SEC Filings intermediate | What companies must disclose, and finding it on EDGAR. Work the module's lessons and quizzes at their own pace (8–10 lessons). | Assign the module. Project the first lesson to open the week; check the mastery dashboard midweek for students to pull aside. |
| Week 18 |
M9 · Reading SEC Filings
intermediate
Application week
|
Apply the module: a case study from the library, plus at least one portfolio trade with a written justification. | Review the written justifications in Portfolio Review. Pull two contrasting ones to discuss with the class. |
| Week 19 | M10 · Macro and the Federal Reserve advanced | Rates, inflation, and how Fed decisions move every asset. Work the module's lessons and quizzes at their own pace (8–10 lessons). | Assign the module. Project the first lesson to open the week; check the mastery dashboard midweek for students to pull aside. |
| Week 20 |
M10 · Macro and the Federal Reserve
advanced
Application week
|
Apply the module: a case study from the library, plus at least one portfolio trade with a written justification. | Review the written justifications in Portfolio Review. Pull two contrasting ones to discuss with the class. |
| Week 21 | M11 · Macro Investing advanced | Turning economic indicators into an investment view. Work the module's lessons and quizzes at their own pace (8–10 lessons). | Assign the module. Project the first lesson to open the week; check the mastery dashboard midweek for students to pull aside. |
| Week 22 |
M11 · Macro Investing
advanced
Application week
|
Apply the module: a case study from the library, plus at least one portfolio trade with a written justification. | Review the written justifications in Portfolio Review. Pull two contrasting ones to discuss with the class. |
| Week 23 | M12 · Wall Street Mechanics advanced | Trading desks, market makers, and how banks actually operate. Work the module's lessons and quizzes at their own pace (8–10 lessons). | Assign the module. Project the first lesson to open the week; check the mastery dashboard midweek for students to pull aside. |
| Week 24 |
M12 · Wall Street Mechanics
advanced
Application week
|
Apply the module: a case study from the library, plus at least one portfolio trade with a written justification. | Review the written justifications in Portfolio Review. Pull two contrasting ones to discuss with the class. |
| Week 25 | M13 · Options and Derivatives advanced | Calls, puts, and what derivatives are actually for. Work the module's lessons and quizzes at their own pace (8–10 lessons). | Assign the module. Project the first lesson to open the week; check the mastery dashboard midweek for students to pull aside. |
| Week 26 |
M13 · Options and Derivatives
advanced
Application week
|
Apply the module: a case study from the library, plus at least one portfolio trade with a written justification. | Review the written justifications in Portfolio Review. Pull two contrasting ones to discuss with the class. |
| Week 27 | M14 · Alternative Investments advanced | Private equity, venture capital, real assets, crypto. Work the module's lessons and quizzes at their own pace (8–10 lessons). | Assign the module. Project the first lesson to open the week; check the mastery dashboard midweek for students to pull aside. |
| Week 28 |
M14 · Alternative Investments
advanced
Application week
|
Apply the module: a case study from the library, plus at least one portfolio trade with a written justification. | Review the written justifications in Portfolio Review. Pull two contrasting ones to discuss with the class. |
| Week 29 | M15 · Portfolio Construction and Risk advanced | Diversification, risk metrics, surviving a drawdown. Work the module's lessons and quizzes at their own pace (8–10 lessons). | Assign the module. Project the first lesson to open the week; check the mastery dashboard midweek for students to pull aside. |
| Week 30 |
M15 · Portfolio Construction and Risk
advanced
Application week
|
Apply the module: a case study from the library, plus at least one portfolio trade with a written justification. | Review the written justifications in Portfolio Review. Pull two contrasting ones to discuss with the class. |
| Week 31 | M16 · Behavioral Finance advanced | The biases that wreck real investment decisions. Work the module's lessons and quizzes at their own pace (8–10 lessons). | Assign the module. Project the first lesson to open the week; check the mastery dashboard midweek for students to pull aside. |
| Week 32 |
M16 · Behavioral Finance
advanced
Application week
|
Apply the module: a case study from the library, plus at least one portfolio trade with a written justification. | Review the written justifications in Portfolio Review. Pull two contrasting ones to discuss with the class. |
| Week 33 | M17 · The Wealth Building Curriculum advanced | Long-horizon strategy, tax-aware investing, retirement math. Work the module's lessons and quizzes at their own pace (8–10 lessons). | Assign the module. Project the first lesson to open the week; check the mastery dashboard midweek for students to pull aside. |
| Week 34 |
M17 · The Wealth Building Curriculum
advanced
Application week
|
Apply the module: a case study from the library, plus at least one portfolio trade with a written justification. | Review the written justifications in Portfolio Review. Pull two contrasting ones to discuss with the class. |
| Week 35 | M18 · Financial History and Market Crises advanced | 1929, 2000, 2008 — what actually happened and why. Work the module's lessons and quizzes at their own pace (8–10 lessons). | Assign the module. Project the first lesson to open the week; check the mastery dashboard midweek for students to pull aside. |
| Week 36 |
M18 · Financial History and Market Crises
advanced
Application week
|
Apply the module: a case study from the library, plus at least one portfolio trade with a written justification. | Review the written justifications in Portfolio Review. Pull two contrasting ones to discuss with the class. |
Running throughout: the Portfolio Simulator and the Live Market Classroom (Module 19) are not week-sized units — students keep a simulated portfolio for the whole course, and the Market Classroom refreshes daily from real market data. The Case Study Library (Module 20) is a bank you pull from, not a unit you schedule.
Adjusting: module sizes vary between roughly 8 and 10 lessons, so a week is a planning unit rather than a fixed workload. Modules 1–4 are the fastest; 5–9 are the ones classes most often want two weeks on.