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Elevate Investing

Grant Awarded Spring 2022

Elevate Investing’s mission is to provide equitable investing education opportunities to middle and elementary school students.
The primary program offered by Elevate Investing is currently the Investing Basics workshop.
The Investing Basics workshop is an in-person, six-week-long program held at local elementary and middle schools that covers the basic topics of investing. These topics include stocks, bonds, and cryptocurrencies.

Each session in the workshop consists of three segments. 

Segment 1

An engaging presentation on the session’s designated topic, such as bonds, that incorporates student discussions and questions.

Segment 2

An immersive activity that allows the students to apply what they learned
from the presentation.

Segment 3

A guided exploration that enables students to investigate online resources.

In order to measure the program’s success, Elevate Investing administers engaging post-session tests, such as review games, to measure the students’ retention of the content. These test scores measure the effectiveness of the workshop content and presentation.

In addition, at the end of the six-week workshop, students will also be given a post-workshop survey consisting of open-ended and closed-ended questions. The post-workshop questions gauge the students’ satisfaction and enthusiasm towards the workshop and financial literacy in general. Another method used for logging impact is through pictures, where pictures are taken of the workshop in action with the purpose of displaying the program’s progress.

Grant Update, Fall 2022

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About Eric Chen


Eric Chen is the founder and executive director of Elevate Investing. He is currently a high school junior at Oakton High School in Northern Virginia. He is also a Certified Financial Education Instructor with 40 Professional Development Hours (PDHs), accredited by the National Financial Educators Council.

At a young age, Eric Chen has cultivated a strong interest in finance, specifically investing. For the past two years, he has been a part of his school’s investing team for the annual Wharton Global High School Investment Competition. Outside of organizing financial literacy workshops, Eric Chen enjoys serving his community as an academic coach for an online tutoring service and event organizer for his regional library.

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