WealthFluent for Education
Empowering the next generation of financial decision-makers through hands-on learning with real-world portfolio management and wealth planning tools
Request University DemoTransform Financial Education
Give students access to professional-grade tools that bridge the gap between theory and real-world application
Real-World Application
Students work with actual portfolio management tools used by financial professionals, gaining hands-on experience with asset allocation, risk assessment, and optimization strategies that go far beyond textbook theory.
Interactive Learning Environment
Create simulated portfolios, test investment strategies, and analyze market conditions in a safe learning environment. Students can experiment with “what-if” scenarios without real financial consequences.
Professional-Grade Analytics
Access the same advanced analytical tools used by wealth managers, including risk metrics, performance attribution, tax optimization, and benchmark analysis to prepare students for careers in finance.
Lifetime Wealth Planning
Students learn to create comprehensive wealth plans that account for major life events, retirement planning, and goal-based investing, providing practical skills for personal and professional success.
Market Data Integration
Real-time market data and current economic conditions help students understand how external factors influence investment decisions and portfolio performance in dynamic market environments.
Collaborative Learning
Enable group projects and peer learning through WealthFluent’s Workspaces feature. Students can create shared portfolio analysis environments, collaborate on investment strategies, compare results, and learn from different approaches to wealth management in dedicated team spaces.
Leading Universities Choose WealthFluent
Join prestigious institutions already using WealthFluent to enhance their finance and business curricula
University of Texas at San Antonio
Integrating WealthFluent into advanced graduate Holistic Wealth Management courses to provide students with practical portfolio management experience and real-world decision-making skills.
University at Buffalo
Incorporating WealthFluent into MBA and undergraduate finance programs to bridge the gap between academic theory and practical application.
UC Irvine
Innovation and Disruption in the Wealth Management Industry. Leveraging WealthFluent’s advanced analytics and optimization tools to enhance financial planning and investment management coursework.
Chaminade University
Using WealthFluent to enhance investment analysis courses, giving students hands-on experience with professional wealth management tools and strategies.
Expert-Led Education
Dr. Stanley Kon demonstrates how WealthFluent transforms traditional finance education through interactive, hands-on learning experiences that prepare students for real-world challenges.
See firsthand how leading academics are integrating professional-grade portfolio management tools into their curricula to create more engaging and practical learning environments.
Featured Professors: Stanley Kon, PhD & Rajan Kadapakkam, PhD
Dr. Kon brings decades of academic and industry experience to demonstrate how WealthFluent enhances student understanding of complex financial concepts through practical application and real-world scenarios.
Why Educators Choose WealthFluent
Discover the advantages that make WealthFluent the preferred choice for finance education
Assignment Submission & Sharing
Students can easily submit assignments by sharing their WealthFluent Workspaces with instructors, providing complete access to portfolio analysis, strategies, and decision-making processes.
Complete Educational Materials
Access comprehensive textbooks, real-world case studies, structured assignments, and teaching materials designed specifically for finance education, all integrated seamlessly with the platform.
Enhanced Learning Outcomes
Students develop practical skills and deeper understanding through hands-on experience with professional tools and real market data.
Career Preparation
Graduates enter the workforce with experience using industry-standard tools, giving them a competitive advantage in finance careers.
Flexible Implementation
Adaptable to various course formats, from individual assignments to semester-long projects and collaborative team exercises.
Educational Pricing
Special academic rates and licensing options make professional-grade tools accessible for educational institutions of all sizes.
Ready to Transform Your Finance Curriculum?
Join leading universities in providing students with hands-on experience using professional wealth management tools. Request a demo to see how WealthFluent can enhance your program.