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IAB Academy Master Curriculum Framework
IAB Academy Master Curriculum Framework
Master Smarter Learning
with Smart Instructor
Take control of your financial future with AI-powered lessons, tools, and strategies designed to
make learning simple, practical, and effective. Whether you want lifetime access or a flexible
monthly plan — Smart Tutor puts success in your hands.
IAB Academy Master Curriculum Framework
Stock Track
Build: Learn from zero to confident self-directed stock research.
Goal: Train learners from zero to confident self-directed stock research. Each course ends with a 50-question quiz and certificate.
Stocks 101 – Basic Foundations
What is a stock and how to research companies
Focus Areas: What stocks are, ticker symbols, stock exchange, P/E ratio, diversification
Certificate: Level 1: Basic Learning Foundations
Stocks 201 - Intermediate Analysis
Reading financial reports and trading charts
Focus Areas: Technical indicators, fundamental metrics, candlestick analysis, portfolio sizing
Certificate: Level 2: Intermediate Stock Trader Certificate
Stocks 301 - Advanced Strategies
professional-grade decision-making
Focus Areas: Macro fundamentals, sector analysis, earning calls, volatility hedging, strategy agility
Certificate: Level 3: Advanced Stock Trader
Stock Track
Build: Learn from zero to confident self-directed stock research.
Goal: Train learners from zero to confident self-directed stock research. Each course ends with a 50-question quiz and certificate.
Stocks 101 – Basic Foundations
What is a stock and how to research companies
Focus Areas: What stocks are, ticker symbols, stock exchange, P/E ratio, diversification
Certificate: Level 1: Basic Learning Foundations
Stocks 201 - Intermediate Analysis
Reading financial reports and trading charts
Focus Areas: Technical indicators, fundamental metrics, candlestick analysis, portfolio sizing
Certificate: Level 2: Intermediate Stock Trader Certificate
Stocks 301 - Advanced Strategies
professional-grade decision-making
Focus Areas: Macro fundamentals, sector analysis, earning calls, volatility hedging, strategy agility
Certificate: Level 3: Advanced Stock Trader
Options Track
Goal: Teach how to trade options responsibly — from simple call/puts to advanced strategies.
Options 101 - Basics of Options
calls, puts, strike price, expiration, intrinsic/extrinsic value
Certificate: Level 1: Options Foundation
Options 201 - Strategy Development
Building pratical approach
Focus Areas: Covered calls, cash-secured puts, spreads, time decay (theta)
Certificate: Level 2: Options Strategy Practitioner
Options 301 - Advanced AI Strategies
AI-driven options
Focus Areas: Advanced spreads, iron condors, volatility trading, margin risk, IV optimization
Certificate: Level 3: Certified Options Strategist
Options Track
Goal: Teach how to trade options responsibly — from simple call/puts to advanced strategies.
Options 101 - Basics of Options
calls, puts, strike price, expiration, intrinsic/extrinsic value
Certificate: Level 1: Options Foundation
Options 201 - Strategy Development
Building practical approach
Focus Areas: Covered calls, cash-secured puts, spreads, time decay (theta)
Certificate: Level 2: Options Strategy Practitioner
Options 301 - Advanced AI Strategies
AI-driven options
Focus Areas: Advanced spreads, iron condors, volatility trading, margin risk, IV optimization
Certificate: Level 3: Certified Options Strategist
Crypto Track
Goal: Demystify digital assets and their role in modern investing.
Crypto 101 - Blockchain & Bitcoin Basics
Understanding blockchain and crypto fundamentals
Focus Areas: What crypto is, wallets, exchanges, risk, DeFi vs. traditional finance, Bitcoin vs. altcoins
Certificate: Level 1: Crypto Aware
Crypto 201 - Investing & Portfolio Integration
Practical crypto investing
Focus Areas: Token selection, diversification, security (2FA, cold wallets) security (2FA, cold
Certificate: Level 2: Crypto Investor
Crypto 301 - AI & Market Sentiment
AI-based analysis of crypto markets
Focus Areas: On-chain data, sentiment tracking, risk modeling
Certificate: Level 3: Advanced Crypto Analyst
Crypto Track
Goal: Demystify digital assets and their role in modern investing.
Crypto 101 - Blockchain & Bitcoin Basics
Understanding blockchain and crypto fundamentals
Focus Areas: What crypto is, wallets, exchanges, risk, DeFi vs. traditional finance, Bitcoin vs. altcoins
Certificate: Level 1: Crypto Aware
Crypto 201 - Investing & Portfolio Integration
Practical crypto investing
Focus Areas: Token selection, diversification, security (2FA, cold wallets)
Certificate: Level 2: Crypto Investor
Crypto 301 - AI & Market Sentiment
AI-based analysis of crypto markets
Focus Areas: On-chain data, sentiment tracking, risk modeling
Certificate: Level 3: Advanced Crypto Analyst
Faith & Finance Track
Goal: Align financial growth with faith-based principles and stewardship.
Faith & Finance 101
Biblical Foundations of Wealth
Core principles of stewardship
Focus Areas: Parables of the talents, avoiding debt, honoring God, contentment vs. greed
Certificate: Level 1: Biblical Stewardship Certificate
Faith & Finance 201
Investing with purpose purpose
Socially-responsible investing for faith
Focus Areas: Ethical screening, biblical money, ethical investing, long-term planning
Certificate: Level 2: Faith-Based Investor
Faith & Finance 301 Generosity & Legacy
Biblical wealth design
Focus Areas: Estate planning strategies, family wealth management
Certificate: Level 3: Kingdom Wealth Builder
Faith & Finance Track
Goal: Align financial growth with faith-based principles and stewardship.
Faith & Finance 101
Biblical Foundations of Wealth
Core principles of stewardship
Focus Areas: Parables of the talents, avoiding debt, honoring God, contentment vs. greed
Certificate: Level 1: Biblical Stewardship Certificate
Faith & Finance 201
Investing with purpose purpose
Socially-responsible investing for faith
Focus Areas: Ethical screening, biblical money, ethical investing, long-term planning
Certificate: Level 2: Faith-Based Investor
Faith & Finance 301 Generosity & Legacy
Biblical wealth design
Focus Areas: Estate planning strategies, family wealth management
Certificate: Level 3: Kingdom Wealth Builder
AI & Investing Track
Goal: Show learners how to apply cutting-edge modern investing.
AI 101 - Intro to AI in Investing
AI fundametals for investors
Focus Areas: What AI can do, robo-advisors, NLP data analysis
Certificate: Level 1: AI Literacy Certificate
AI 201 - Using AI Tools in Trading
Practical tool usage
Focus Areas: Sentiment analysis, stock prediction models, GPT tools
Certificate: Level 2: AI Trading Tools Practitioner
AI 301 - Building Your AI Portfolio Strategy
Advanced strategy
Focus Areas: Macro influencers, predictive models, ethics of AI investing
Certificate: Level 3: Certified AI Investor
AI & Investing Track
Goal: Show learners how to apply cutting-edge modern investing.
AI 101 - Intro to AI in Investing
AI fundamentals for investors
Focus Areas: What AI can do, robo-advisors, NLP data analysis
Certificate: Level 1: AI Literacy Certificate
AI 201 - Using AI Tools in Trading
Practical tool usage
Focus Areas: Sentiment analysis, stock prediction models, GPT tools
Certificate: Level 2: AI Trading Tools Practitioner
AI 301 - Building Your AI Portfolio Strategy
Advanced strategy
Focus Areas: Macro influencers, predictive models, ethics of AI investing
Certificate: Level 3: Certified AI Investor
Teen Academy Track
Goal: Prepare teens (ages 14-18) for real-world money and investing.
Teen 101 - Money Basics for Students
Financial literacy for young learners
Focus Areas: Saving, budgeting, debit vs. credit, goals
Certificate: Level 1: Teen Money Smart
Teen 201 - Investing for Beginners
Simple, gamified investing
Focus Areas: Stocks, ETFs, paper trading, compounding
Certificate: Level 2: Teen Investor Certificate
Teen 301 - Entrepreneurship & Investing
Building wealth early
Focus Areas: Side hustles, investing mindset, risk vs. reward
Certificate: Level 3: Young Investor Pro
Teen Academy Track
Goal: Prepare teens (ages 14-18) for real-world money and investing.
Teen 101 - Money Basics for Students
Financial literacy for young learners
Focus Areas: Saving, budgeting, debit vs. credit, goals
Certificate: Level 1: Teen Money Smart
Teen 201 - Investing for Beginners
Simple, gamified investing
Focus Areas: Stocks, ETFs, paper trading, compounding
Certificate: Level 2: Teen Investor Certificate
Teen 301 - Entrepreneurship & Investing
Building wealth early
Focus Areas: Side hustles, investing mindset, risk vs. reward
Certificate: Level 3: Young Investor Pro
NIL Academy Track
Goal: Empower student-athletes to manage NIL income and invest wisely.
NIL 101 - Understanding NIL & Compliance
Basics of NIL rules and compensation
Focus Areas: NCAA rules, taxes, contracts, representation
Certificate: Level 1: NIL Compliance Ready
NIL 201 - Financial Literacy for Athletes
Managing income responsibly
Focus Areas: Budgeting, taxes, investing basics, saving
Certificate: Level 2: NIL Financial Foundations
NIL 301 - Building Wealth Beyond Athletics
Legacy planning & brand management
Focus Areas: Investing, business skills, post-career strategy
Certificate: Level 3: NIL Legacy Builder
NIL Academy Track
Goal: Empower student-athletes to manage NIL income and invest wisely.
NIL 101 - Understanding NIL & Compliance
Basics of NIL rules and compensation
Focus Areas: NCAA rules, taxes, contracts, representation
Certificate: Level 1: NIL Compliance Ready
NIL 201 - Financial Literacy for Athletes
Managing income responsibly
Focus Areas: Budgeting, taxes, investing basics, saving
Certificate: Level 2: NIL Financial Foundations
NIL 301 - Building Wealth Beyond Athletics
Legacy planning & brand management
Focus Areas: Investing, business skills, post-career strategy
Certificate: Level 3: NIL Legacy Builder
Certification Flow
Complete all modules within a course.
Score ≥ 70% on the 50-question assessment.
Receive a certificate named after your skill level (shareable on LinkedIn).
Complete all 3 levels within a track to unlock “IAB Certified Track Specialist” status.
Completing multiple tracks unlocks “IAB Certified Investor” Master Certificate.
Certification Flow
Complete all modules within a course.
Score ≥ 70% on the 50-question assessment.
Receive a certificate named after your skill level (shareable on LinkedIn).
Complete all 3 levels within a track to unlock “IAB Certified Track Specialist” status.
Completing multiple tracks unlocks “IAB Certified Investor” Master Certificate.
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