Today’s guest is James Fletcher. James talks about Young Investors Society, the not-for-profit he founded, which is having a huge impact in over 1400 schools and 59 countries around the world.
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James is the founder and President of Young Investors Society (YIS), a global non-profit organization, whose mission is to teach finance and investing skills that will last a lifetime and empower students to take control of their financial future. YIS programs have been taught in over 1,400 high schools and over 59 countries around the world, including Canada. James has an undergraduate degree in Finance from Brigham Young University and has lived in Brazil and Hong Kong. He is also a CFA (Chartered Financial Analyst) charterholder and is the Founder and Chief Investment Officer for his recently launched emerging markets equity firm, Ethos Investment Management.
- Follow James Fletcher | LinkedIn
- Young Investor Society | Website
- Ethos Investment Management | Website
- James’ early childhood memories around money and investing
- What sparked James interest in the stock market and an owner mentality in investing
- How his love of international cultures and business was developed
- Skills that teens learn by taking part in Young Investor Society (YIS) programs
- The one impactful letter that inspired James to start his not-for-profit, Young Investor Society
- Early days of how James piloted content as part of programs offered by YIS
- The Young Investor Society emphasis on teaching a long-term approach to investing and why it was important to teach teens about the analysis
- How rewarding good analysis and presentation skills, rather than short-term market performance, is more effective at preparing teens
- Why was it important to James to provide resources and basic financial literacy underserved and underprivileged communities
- The emphasis that YIS places on building good habits around personal finance and having kids actually doing it, instead of just learning about it passively
- The Dollar-a-day initiative that helps underprivileged youth develop saving habits
- The unique programs that YIS offers including Money Skills Bootcamps
- The Million-Dollar-decision and the tremendous power of investing early
- How parents can foster the importance of investing at a young age and develop the mindset of investing early
- The skills that teens earn as part of the Stock Pitch Competition, including opportunities to meet Shark Tank members
- The number one lesson that James has learned over the years YIS has been around and the key takeaway
- The benefits teens receive in earning the Certified Young Investment Analyst (CYIA) designation that YIS has developed
- How YIS measures impact and success in the community, including anecdotal stories
- Actionable strategies parents should focus on in terms of teaching their kids about money
- How parents can teach resilience
- Money Inclusion Awards
- The Jump$tart Coalition for Personal Financial Literacy
- Junior Achievement
- Dave Ramsey
- Unshakeable: Your Guide to Financial Freedomby Tony Robbins [Amazon Affiliate link]
- How will you measure your life? by Clayton Christensen
- Mindset: The New Psychology of Success by Carol Dweck [Amazon Affiliate link]
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Thanks to James for joining me this week!
In case you missed it, make sure to catch up on last week’s episode “Episode 021: Balance: How to Help Your Children Succeed with Andrew Hallam”!