Free resources
Free guides for trading
and family money conversations.
Choose a free PDF below. Learn about trading risk for yourself, or explore money topics with your children. Requesting a guide does not enroll you in a paid program.
Risk Management Blueprint
An 11-page PDF to help you plan how much money to risk, when to enter or leave a trade, and how many shares to consider.
- Understand position size and planned risk
- Work through a practice plan without placing a trade
- Learn why actual losses can exceed a planned limit
Free PDF · No card or payment required
Free family money guides
For parents and caregivers: choose one or both children’s guides. An optional trading-account guide is also available for your own learning.
- Money Basics for Children — 6 pages of money topics and a savings-goal activity to explore together
- Bedtime Storybook — a 12-page illustrated story about choices, patience and growing money
- Day 1 Trader Guide — 10 pages about trading accounts and practice planning, for adults
Free PDFs · No card or payment required
Request your free Risk Management Blueprint
Enter your own details below. After a successful request, the free Blueprint opens as a PDF; a copy is also requested by email. You can save the PDF from your browser. Optional trading emails are a separate choice.
Fields marked * are required. Providing your phone number does not opt you into marketing texts. This guide is educational; trading can result in loss of capital.
Having trouble viewing the form? Open the Blueprint request form in a new tab.
Choose your free guides below
Select one or more PDFs and enter the adult requester’s email. Your selected guides are requested together in one email. You can leave the optional Youth Finance Academy updates box unchecked and still request the guides.
Use your own name and email, not a child’s. No child’s details or family financial information are needed. Fields marked * are required; last name is optional.
Having trouble viewing the form? Open the family resource form in a new tab.
Help with your free guides
Returning to an unfinished form? “Continue” resumes your saved draft; “Start over” begins again. A saved draft is not a completed guide request.
Looking for the email? Check your Spam or Junk folder and search for Swing Stock Strategy Group. Delivery time can vary. Your request does not subscribe you to optional marketing updates unless you choose them.
Opening or saving a PDF: Open the link in your browser if your email app cannot display it. Use the PDF viewer’s download or save control to keep a copy. On a phone, zoom in for comfortable reading.
Need help? Contact us about a resource and tell us the guide’s name and what went wrong. Do not send a child’s personal information or family financial details.
Want a different guide? Choose the other option above. These free requests do not require a booking, purchase or paid membership.