Building Financial Confidence for the Next Generation
It's not just a class — it's a real-world exercise in earning, saving, and learning that lasts a lifetime.
Real money lessons.
Real impact.
Summit Financial Academy teaches kids how money actually works — through interactive lessons, simulated investing, and real-life financial decisions that build lasting confidence.
Explore the Full Curriculum →Two ways to reach the Summit
10-Week Live Program
Our flagship cohort-based course held in the Twin Cities. Small class sizes, hands-on activities, and peer collaboration that makes financial lessons stick.
- Weekly 2-hour in-person sessions
- Simulated investing & budgeting challenges
- Live notes, flashcards, and quizzes to reinforce every lesson
- Parent resources included each week
- Cohorts by age band: Elementary, Middle, High School
10-Week Online Course
The full Summit Financial Academy curriculum available anywhere in the country — with a rich student portal, two books, and the Oak Journal shipped to your door.
- Full course portal with lessons, homework & study cards
- Two books: one for the student, one for parents
- Live notes, flashcards, and quizzes to reinforce every lesson
- Progress tracking dashboard for parents
- Self-paced with structured weekly milestones
Why parents choose Summit
We teach the skills schools don't — and habits that last a lifetime. Every lesson turns knowledge into experience, so financial confidence sticks.
About Summit Financial Academy →Hands-On Learning
We turn knowledge into experience through weekly real-world challenges, so financial confidence actually sticks.
A Head Start on Success
We teach skills most adults wish they'd learned sooner — the earlier they start, the farther they go.
Peace of Mind for Parents
Give your child a gift that grows in value. Financial wisdom built in childhood is the most valuable head start you can give.
Expert-Led Instruction
Taught by Brooks Clifford, a Registered Investment Adviser with 15+ years of real-world investing experience.
Are You Smarter Than Your Kid
(Financially)?
Take this 2-minute quiz — these are the kinds of questions your child will ace after Summit Financial Academy. You might be surprised.
Start the Quiz →
Investment Advisor
RIA®
Today's young people are sharp, driven, and hungry to succeed — but most are never taught the financial skills to get there. Brooks Clifford built Summit Financial Academy to close that gap, bringing 15+ years as a Registered Investment Adviser into a program designed specifically for the next generation.
About Summit Financial Academy →What families are saying
"After this program, my son actually started budgeting his allowance and asking smart questions about investing. It's been amazing to watch him put it into practice."
"We signed up hoping he'd learn the basics, but he walked away teaching us new things about money. This program is worth every minute."
"Summit gave our daughter something school never could: the confidence to understand and talk about money. The motivation to use it wisely was the real gift."
Recent Insights
The 5 Most Important Things to Teach Your Kids About Money
The lessons that matter most aren't taught in school. Here's where to start — and how to make them stick.
What Compound Interest Really Means (And Why It's Magic)
The earlier you understand it, the richer your life gets. We break it down for kids — and their parents.
Why Wealth Has Nothing to Do With Luck
How mindset and consistency outperform chance every single time — and how to teach this to your kids early.