Learning references and model notes
How these lessons were developed
The curriculum expands the approved Wealth Power Institute course outlines into a case-based practice sequence. Each course has ten modules. Business modules use ownership, project operations, client communications and performance review. Personal-finance modules use four family perspectives. Both use five teaching activities: understanding, worked examples, interpretation, implementation, and self-assessment.
The Grebelle family and the financial figures are illustrative teaching material. Fidele and Agnes are the parents; Carrie is 24, Cephora is 18, and David is 10. David's lessons are guided observation of adult planning decisions, not instructions for him to borrow, invest, sign legal documents, or operate a business.
Small Business Success case: The Grebson business is fictional. Its owners and team appear only as context for company decisions. Business videos are industry-neutral and focus on revenue, costs, customers, operations, and performance, with no household scenarios.
The videos use Kokoro neural AI English narration (Michael and Heart) and generated teaching illustrations, including a general business meeting. Figures shown in the calculators are transparent assumptions, not market quotes, verified household records, or promised outcomes. Each calculator states what it includes and excludes.
Neural speech uses the Apache-2.0 licensed Kokoro-82M model. Model and license.
Official resources for further study
- IRS: Small Business and Self-Employed Tax Center
- IRS: Business recordkeeping
- SBA: Break-even analysis
- FTC: Advertising guidance for small business
- CFPB: Building an emergency fund
- CFPB: Your Money, Your Goals toolkit
- CFPB: Credit reports and scores
- Investor.gov: Introduction to investing
- Investor.gov: Compound interest calculator
- IRS: Business credits and deductions
- IRS Publication 583: Starting a Business and Keeping Records
- CFPB: Loan estimate explainer
- CFPB: Closing disclosure explainer
- National Institute on Aging: Advance care planning
Verify current applicable rules for your location and circumstances. The lesson scripts and scenarios are original teaching content; these links provide background and further study, not endorsement of the academy.
Learning and certification
Lesson quizzes are formative practice. A 3/3 result and a reflection record lesson completion; repeat attempts are allowed. The application project and instructor-approved course requirements remain separate. A practice score or checklist percentage does not confer a professional license or establish legal, tax, investment, or insurance suitability.