TheFinanceWiz Digital Academy

Pitch Prototype v0.9

A financial education ecosystem for children, families, investors and entrepreneurs.

This demo shows how TheFinanceWiz programs can live inside one digital academy. Each module can later become a dedicated app, course, challenge, school program, workshop, or membership product.

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Kids & Money Academy

Big Five Money Types, saving, needs vs wants, entrepreneurship and first investing.

Prototype depth: Strong

💰

Financial Health Check

Behaviour-based scoring with clear 1–5 definitions and action plans.

Prototype depth: Strong

❤️

Couples & Money

Communication, transparency, shared goals and financial compatibility.

Prototype depth: Medium

📈

Investor Centre

Investor readiness, ZSE/C-Trade guidance and dynamic growth lab.

Prototype depth: Strong

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SME Finance

Pricing, profit, break-even and business health tools.

Prototype depth: Medium

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Future Expansion

Dedicated apps, certificates, memberships, school programs and corporate portal.

Prototype depth: Strategic

Module 1

Kids & Money Academy

Designed as a child-friendly money journey. The app speaks directly to the child, while parents and educators can guide the conversation.

Start here: Money is a tool

Money is a tool. You can use it to buy what you need, help others, save for the future, or start a small business. The goal is not just to have money. The goal is to learn how to use money wisely.

Needs vs WantsPay Yourself FirstJunior EntrepreneurMy First Investment

Discover Your Money Type

Answer these questions to discover which Big Five Money Type sounds most like you.

Big Five Money Types

Kids Learning Path

Money Is A Tool: You learn that money must serve a purpose.
Needs vs Wants: You practise choosing what matters first.
Pay Yourself First: You save before you spend.
Junior Entrepreneur: You learn that money can come from solving problems.
My First Investment: You learn that ownership can grow money over time.

Module 2

Financial Health Check

This is no longer a vague 1–5 survey. Every score has a behavioural meaning so the user understands exactly what they are choosing.

Module 3

Couples & Money

A conversation starter for couples who want to understand communication, transparency, planning and wealth-building habits.

Module 4

Investor Centre

Investor education, local market onboarding and a dynamic Growth Lab where users enter their own figures.

Investor Readiness Assessment

Dynamic Investment Growth Lab

Users enter their own figures. The app recalculates contributions, growth, dividends, total return, CAGR, chart and projection table.

Initial Investment ($) Current Value Today ($) Years Held Already Monthly Contribution ($) Projection Years Capital Growth % Dividend Yield % Dividend Growth % Reinvest dividends

Local Investor Path

ZSE Direct

Learn how to open an account, understand listed shares, read basic market information and fund an account.

C-Trade

Learn registration, mobile access, funding options such as EcoCash where available, and how to place a beginner order.

VFEX

Understand USD-denominated investing, investor suitability, risks and why currency matters.

First Share Checklist

Emergency fund, account opened, basic risk understanding, watchlist, and written reason for buying.

Module 5

SME Finance

Simple tools that help business owners understand pricing, profit and break-even points.

Pricing Calculator

Cost per unit ($)Markup %

Break-even Calculator

Fixed Costs ($)Selling Price ($)Variable Cost per Unit ($)

Module 6

Learning Hub

This shows how webinars, books, resources and challenges can sit inside the same ecosystem without building the full library yet.

🎥

Videos

Short lessons, recorded classes and explainer videos.

🎓

Workshops

Love & Money, investing webinars, children’s finance workshops and SME training.

📘

Books

Digital books, guides, workbooks and downloadable resources.

🏆

Challenges

7-day, 10-day and 30-day money challenges with progress tracking.

Strategic Framing

Future Roadmap

This prototype is one ecosystem map. If demand is proven, each module can become a dedicated product.

Phase 1:

Unified pitch prototype with assessments, kids academy, growth lab and SME tools.

Phase 2:

User accounts, saved progress, certificates, admin content management and webinar library.

Phase 3:

Dedicated apps: Kids Money Academy, Couples & Money, Investor Centre, SME Finance.

Phase 4:

Corporate portal, school programs, premium memberships and AI-assisted financial coaching.