Vol. I | No. 1
Inaugural Edition

Financial Literacy, Taught Right

A structured, mentorship-driven approach to understanding markets, investing principles, and responsible financial decision-making.

Project Charlie is a student-led initiative dedicated to providing accessible, high-quality financial education. We believe that understanding personal finance and investment fundamentals should not be gatekept behind expensive courses or complex jargon. Our curriculum is designed by students who have navigated these concepts themselves, paired with mentorship from experienced practitioners who guide without promising unrealistic outcomes.

Educational purposes only. Not financial advice.
Our Approach

What Project Charlie Does

Structured Curriculum

A carefully sequenced learning path that builds foundational knowledge before introducing more complex concepts.

Peer Mentorship

Connect with students who have recently learned these concepts and can relate to your starting point.

Practitioner Guidance

Access to working professionals who provide context on real-world applications and industry perspectives.

Community Learning

Collaborative environment where questions are encouraged and learning happens together.

Responsible Approach

Education-first philosophy that emphasizes understanding over action, and caution over speculation.

Who This Is For

  • Students seeking foundational financial knowledge
  • Beginners who want structured guidance, not random tips
  • Those who value mentorship over self-study alone
  • Learners who prefer a community-based approach
  • Anyone who wants to understand, not just follow

Who This Is Not For

  • Those seeking quick profits or trading signals
  • Anyone looking for guaranteed returns
  • Those unwilling to invest time in learning
  • People expecting financial advice (we provide education only)
  • Those looking for shortcut strategies
Worldwide Community

Where We Operate

NORTH AMERICASOUTH AMERICAEUROPEUnited StatesCanadaMexicoBrazilArgentinaColombiaChilePeruUnited KingdomGermanyFranceSpainNetherlandsItalyPortugalActive CountryConnected Network

15 countries across 3 continents — Expanding to Asia-Pacific in 2025

North America

280+

United States · Canada · Mexico

South America

125+

Brazil · Argentina · Colombia · Chile · Peru

Europe

195+

United Kingdom · Germany · France · Spain · Netherlands · Italy · Portugal

Total Reach600+ Students
Impact & Credibility

By the Numbers

3,300+
Total Members
500+
Students Mentored
12
Structured Modules
50+
Mentor Hours Monthly
4.8
Satisfaction Rating
15
Countries
The Process

How It Works

01

Apply & Match

Submit your application and get matched with mentors based on your goals and experience level.

02

Structured Learning

Progress through our curriculum at your own pace with weekly milestones and check-ins.

03

Mentorship Sessions

Regular one-on-one and group sessions with peer mentors and industry practitioners.

04

Community Engagement

Participate in discussions, workshops, and collaborative learning experiences.

05

Continuous Growth

Graduate to intermediate tracks or become a mentor yourself to give back.

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Learning Experience

See How We Teach

Our interactive lessons combine clear explanations with instructor insights. Click through this sample lesson to experience our teaching approach firsthand.

  • Step-by-step explanations
  • Real-world examples
  • Instructor notes & insights
View Full Curriculum
Interactive Lesson Preview
Step 1 of 3

Understanding Compound Interest

Compound interest is the interest calculated on the initial principal and also on the accumulated interest from previous periods. It's often called "interest on interest."

FormulaA = P(1 + r/n)^(nt)
Student Experiences

What Students Say

View All Testimonials
BeginnerFall 2024
I came in knowing nothing about investing beyond what I heard from friends. The structured approach helped me actually understand why things work the way they do, not just what to do.
Sarah M.
Completed Foundations Track, now budgets consistently and started a retirement account.
IntermediateSummer 2024
What I appreciated most was the honest discussion about risk. Other resources made everything sound easy. Project Charlie made me think critically about my decisions.
James K.
Developed personal investment policy, improved research methodology.
BeginnerFall 2024
Having a peer mentor who recently learned this material made such a difference. They remembered the confusion and knew how to explain things clearly.
Priya R.
Built emergency fund, understands compound interest, started learning about index funds.
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Questions & Answers

Frequently Asked Questions

Find answers to common questions about Project Charlie, our programs, and approach.

Have More Questions?

Ready to Start Learning?

Join students who are building a strong foundation in financial literacy. Book a demo to learn more about our programs and find the right fit for you.

Educational purposes only. Not financial advice.