GoodWhale Academy provides a system-based learning framework focused on the 5 Major Factors for Building Wealth: Vision, Mindset, Personal Finance, Asset Allocation, and Investment. Students learn to become the "CFO of their own lives," mastering everything from budgeting and money beliefs to advanced strategies like options trading and portfolio design.
A Learning Journey Built for Transformation Most people find financial learning fragmented and confusing. The GoodWhale Academy is designed to provide a comprehensive knowledge framework so you can transform scattered information into tangible results. Whether you are a fresh graduate or a seasoned PMET, our curriculum scales with your life stage.
What the Curriculum Covers Our learning system is broken down into five key areas to ensure your "wealth skyscraper" has a solid foundation:
Vision & Goal Setting: Learn the MPS Model to align your money with Meaning, Pleasure, and Strengths. You will draft a Life Vision and use tools like the Nine-Square Grid to turn dreams into concrete financial targets.
Mindset & Beliefs: Identify and rewrite "limiting beliefs" that act as invisible shackles on your progress. We help you expand your "mindset container" to hold and accumulate greater abundance.
Personal Finance Mastery: Become the CFO of your family by analyzing income, expenses, assets, and debts. This includes foundational skills in budgeting, saving, and risk management.
Dynamic Asset Allocation: Learn how to adjust your load-bearing financial framework as you move through different life stages—from building tall in your youth to seeking stability later in life.
Disciplined Investment: Study rational, systematic investing across various markets, including ETFs, fundamental analysis, value investing, and cash-flow strategies like options trading.
Course Levels
Basic Financial Literacy: A beginner-friendly baseline for students and new graduates.
Financial Whale Insights: Real-time market updates and weekly live sessions to reduce anxiety and improve decision-making.
Life Wealth Reset: An experiential 3-day program using simulation games to relive a financial journey from age 20 to retirement.
Wealth Reverse Engineering: An intensive program personally taught by Will Huang, covering advanced portfolio building and results-driven execution.
Children’s Financial Camp: Specialized literacy training for ages 11-18 to equip the next generation with wisdom and independence.
Read our blog article: What a 3-Year-Old Taught Me About Money (That Most Adults Forget)
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