This dashboard organizes 24 trusted U.S. investing and personal finance resources into five skill levels, from ages 6 through advanced/professional learning. Click a level below to expand it. Each resource lists what it covers and what you should already know before starting there.
Tier 1 — Kids (Ages 6-12): Money Basics Through Play
No prior money knowledge needed — just basic counting and simple arithmetic.
Money as You Grow
Covers: What money is, needs vs. wants, counting coins/bills, saving toward a goal.
Needs first: Counting to 100, comparing quantities.
Practical Money Skills (Visa)
Covers: Coin/bill recognition, budget decision games, saving vs. spending.
Needs first: Basic addition/subtraction.
Biz Kid$
Covers: Earning and entrepreneurship, basic business concepts, saving habits.
Needs first: Basic idea of buying/selling.
FDIC Money Smart for Young People
Covers: Bank basics, deposits/withdrawals, budgeting, credit intro (by grade band).
Needs first: Grade-level reading; basic arithmetic.
U.S. Mint — Coin Classroom
Covers: Identifying U.S. coins/values, currency history.
Needs first: Counting to 100.
Tier 2 — Teens (Ages 13-18): Building Real Skills
Assumes pre-algebra math and Tier 1 vocabulary (save, spend, earn, bank).
Khan Academy — Personal Finance
Covers: Budgeting, compound interest, credit/debt, taxes, insurance, intro to stocks/bonds/retirement accounts.
Needs first: Pre-algebra (percentages, ratios).
Next Gen Personal Finance
Covers: Full high-school curriculum — budgeting, credit, insurance, taxes, investing fundamentals.
Needs first: Pre-algebra math; independent lesson work.
MyMoney.gov — Resources for Youth
Covers: Taxes, Social Security basics, structured saving/investing curricula (ages 12-20).
Needs first: Basic algebra.
Stax (Common Cents Lab)
Covers: Comparing CDs/stocks/bonds, risk vs. return, compounding over time.
Needs first: Understanding of interest and percentages.
Verify current link before publishing — Stax is primarily a mobile app; confirm best landing page.
Tier 3 — Young Adults & Beginners (Ages 18-30): First Real Decisions
Assumes Tier 2 exit skills and comfort looking up unfamiliar terms.
Investopedia
Covers: Full glossary/tutorials — stocks, bonds, ETFs, options, valuation ratios, market orders.
Needs first: Tier 2 exit skills.
NerdWallet
Covers: Comparing brokers/robo-advisors, opening first account, fees, Roth vs. traditional.
Needs first: Basic idea of a brokerage account.
The Motley Fool
Covers: Evaluating companies, buy-and-hold philosophy, reading earnings, diversification.
Needs first: Understands what a stock is; basic account mechanics.
Fidelity Learning Center
Covers: Account setup, 401(k) vs. IRA, beginner asset allocation, options basics.
Needs first: Has/opening an account; Tier 2 exit skills.
Charles Schwab — Learning Center
Covers: Account basics, beginner allocation, free paper-trading practice tool.
Needs first: Basic order types (market/limit) helpful.
Tier 4 — Intermediate Investors: Building a Portfolio
Assumes Tier 3 exit skills and at least one open account.
Bogleheads
Covers: Three-fund portfolios, index investing, tax-efficient placement, rebalancing.
Needs first: Basic grasp of 401(k)/IRA/Roth accounts.
Morningstar
Covers: Fund/stock ratings, fee analysis, style-box analysis, portfolio overlap tools.
Needs first: Understands mutual funds/ETFs.
Bankrate
Covers: Savings/CD rate comparison, mortgage/retirement calculators.
Needs first: Basic loan/interest terminology.
SEC — Investor.gov
Covers: How markets function, investor rights, checking a broker (BrokerCheck), fraud red flags.
Needs first: Tier 3 exit skills.
Tier 5 — Advanced / Professional-Level Learning
Assumes Tier 4 exit skills; some resources assume basic accounting/statistics.
Yahoo Finance
Covers: Reading financial statements, charting, historical data, sector screening.
Needs first: Basic accounting literacy.
Finviz
Covers: Technical chart patterns, valuation + technical screening, market heat maps.
Needs first: Valuation ratios (P/E, P/B) and basic technical analysis.
Koyfin
Covers: Macro data overlays, cross-asset comparison, multi-factor screening.
Needs first: Finviz-level screening; basic macroeconomics.
Corporate Finance Institute (CFI)
Covers: Financial modeling, DCF valuation, comparable company analysis, LBO basics.
Needs first: Financial statement literacy; spreadsheet skills.
Coursera — Investment & Finance Courses
Covers: Ranges from intro market courses to portfolio theory and derivatives (varies by course).
Needs first: Varies by course — check listing before enrolling.
CFA Institute
Covers: Equity/fixed-income valuation, derivatives, portfolio management, ethics (professional-analyst level).
Needs first: Strong statistics and valuation background, or a finance degree.