Investment Clubs Curriculum - For Investment Clubs in Zambia

 

INTRODUCING INVESTMENT CLUBS!

What Is An Investment Club?         

$    Investment Club is an Organized Group      

$    Investment Club Has the 3-Unities (Dream, Goals and Objectives)     

$    The Eight (8) Guiding Principles of Successful Investment Clubs

An Investment Club Is A Legal Entity       

$    Why the Legal Entity? 

$    Four (4) Factors to Consider When Choosing a Legal Entity       

$    Seven (7) Types of Legal Entities for Investment Clubs    

$    Minors and Investment Clubs

Investment Club Invests, It Is Not Welfare Club

$    What Is Investing?       

$    Why Bother Investing?

$    Two Types of Investors

$    The Rwoth Ramogi 3 Investment Vehicles  

$    The Rwoth Ramogi 9 (The Nine Fundamental Principles of Investing)    

Types of Investment Clubs  

$    Asset Based Investment Clubs

$    Online vis-à-vis Physical Investment Clubs  

$    Contributing vis-à-vis Self-Directed 

$    Middle Class vis-à-vis High Net worth Clubs

$    Equal Ownership vis-à-vis Unit Ownership Clubs   

Why An Investment Club?   

$    Networking       

$    Learning

$    Earning  

 

HOW AN INVESTMENT CLUB WORKS/CLUB ADMINISTRATION        

Networking/Meeting

$    Membership      

$    Meetings

$    Club Leadership

$    Rules & Dispute Resolution

$    Partnerships & Sponsorships 

Learning/Education 

$    Research

$    Guest Speakers 

$    Field Trips          

Investment/Earning 

$    Investing In the Stock Market

$    Ownership Criteria      

$    Investment Policies      

$    Accounting & Tax         

 

JOINING AN INVESTMENT CLUB        

How Is It Organized/Administration?    

$    What Is Its Mission, Objective and Goal?     

$    Is It a Member of a Club Association?

$    Is It Legal?         

Is It Networking/Meeting? 

$    Does it Hold Meetings?

Is It Earning/Investing?      

$    Are They Making Profits?        

$    Does It Practice the Fundamental Principles of Investing?          

Is It Learning/Education?   

$    Does It Have Reading Culture?          

STARTING AN INVESTMENTS CLUB (THE 7 STEPS)        

Step 1: Thinking Big (Developing the Idea To Found The Club)      

$    Thinking About the Name, Vision, Mission, Objective and Goals 

$    Thinking About the Legal Form of the Club

$    Thinking About Club Meetings & Administration  

$    Thinking About Club Membership & Fees    

Step 2: Finding Members for My Investment Club       

$    Friends   

$    Word-of-mouth

$    Advertisements 

Step 3: The Inaugural Club Meeting (1st Meeting)     

$    Introducing & Defining an Investment Club

$    Discussion of the Dream & Goals of the Club

$    Discussion of the Legal Entity

$    Discussion of Membership & Fees      

$    Discussion of Meetings & Administration    

Step 4: Agreement Meeting (2nd Meeting)        

$    Agreement on Legal Entity    

$    Agreement on Meetings & Administration (Leaders)       

$    Agreement on Investments Clubs Strategic Plan   

$    Agreement on Club Membership & Fees       

Step 5: Approval of Documents & Business Partners (3rd Meeting)     

$    Approval of Documents           

$    Approval of Business Partners

$    First Research Assignment     

Step 6: The Inauguration Of The Club (4th Meeting) 

$    Inauguration of the Club        

$    Presentation of Initial Research on Potential Investment Vehicles     

Step 7: Joining A National Investment Club Association      

…………..

ZANAICA is promoted and hosted by Twende, an on-demand platform and Zambia’s first superapp, that also offers motorcycles (bodabodas) and tricycles (tuktuks), on lease to own, hire purchase model. Twende promotes investment clubs as an initiative to promote savings and investment culture in Zambia. To get free investment club training, do not hesitate to contact us on facebook at https://wa.me/+254103242604, or https://chat.whatsapp.com/HNosGG0OmdWHvXnFHVSLoh or email us at zanaica@twende.store or visit Twende offices at Manda Hill, Plot 271/C.

……….