Curriculum investment clubs
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An investment club is an organized group that invests money collectively to earn income. Members share a common vision and goals of networking, learning, and earning profits by investing together. The document outlines the benefits of investment clubs such as risk sharing, learning opportunities, and potential earnings from investments. It also describes how to start an investment club, including forming a legal entity, recruiting members, holding meetings to decide objectives and investment strategies, and eventually making investments and trades.
Curriculum investment clubs
- 1. learn & earn! OJIJO S INVESTMENT CLUBS CURRICULUM WHAT IS AN INVESTMENT CLUB? INVESTMENT CLUB IS AN ORGANIZED GROUP INVESTMENT CLUB HAS THE SAME DREAM, VISION AND OBJECTIVES One Dream One Vision One Mission One Objective The Three Goals of an Investment Club AN INVESTMENT CLUB IS A LEGAL ENTITY Why the Legal Entity? Types of Legal Entity: Partnership, Company/Corporation or Association INVESTMENT CLUB INVESTS, IT IS A BUSINESS, NOT WELFARE CLUB 促 What Is Investing? 促 Two Types of Investors & Investing 促 Investment Vehicles 促 Why Bother Investing? 促 The Ojijo 8 (The Eight Fundamental Principles Of Investing) TYPES OF INVESTMENT CLUBS Property Investment Club Stock Investment Clubs Online Investment Clubs Contributing Vis--Vis Self-directed Middle Class Vis--Vis High Net worth Clubs WHY AN INVESTMENT CLUB? NETWORKING Community, Togetherness! Two Is Greater Than One/The Law of Averages Similar Interests Regular Meetings Events Participation Online Community Investment Partners Internships and Access to Career LEARNING Combined Investment Knowledge Application of Knowledge Learning to Save EARNING Income Generation Low Overhead Costs Low Personal Risk / Two Are Stronger than One Tax Deductions for Expenses Regional Investor Education Centre (RIEC), InformedInvestors Kenya| Uganda|Tanzania|Rwanda|Burundi|South Sudan E info@informedinvestors.org |W http://www.informedinvestors.org/ T 048 666 05 15| M 0701 100 059/0700 313257/0776100059/0774940115 A P.O. Box 4657 | Plot 110, Sekanyolya Rd. Off. Col. Muamar Gaddafu Rd. | Makerere Kivulu (Opp. Wandegeya Flats), Kampala
- 2. learn & earn! Investing Regularly/Dollar Cost Averaging/Reinvesting/Portfolio Diversification HOW AN INVESTMENT CLUB WORKS/CLUB ADMINISTRATION NETWORKING/MEETING 促 Membership 促 Meetings 促 Club Management 促 Partnerships & Sponsorships LEARNING/EDUCATION Research Educational Materials/Library Guest Speakers Field Trips Assigned Reading & Presentations INVESTMENT/EARNING How the Capital Market Operates Choosing a Stockbroker (Full Time Vis--Vis Discount) Opening the Brokerage Account Nomination of Shares Online Trading Investment Club Accounting JOINING AN INVESTMENT CLUB HOW IS IT ORGANIZED/ADMINISTRATION? Is It a Member of a Club Association? What Is Its Mission, Objective and Goal? What are Its Policies, Duties and Rules? Is It Legal? Does it Hold Meetings? ARE THEY MAKING PROFITS? DOES IT PRACTICE THE FUNDAMENTAL PRINCIPLES OF INVESTING? STARTING AN INVESTMENTS CLUB 促 Step 1: Thinking Big (Developing the Idea to found the Club) Thinking About the Mission, Objective and Goal of the Club Thinking About the Legal Form of the Club Thinking About Investment Club Constitution & Bye Laws Thinking about Club Name Thinking About Administration Structure and Club Officers 促 Step 2: Finding Members for My Investment Club Friends Word-of-mouth Advertisements 促 Step 3: The Inaugural Club Meeting (1st Meeting) Discussion of the Vision, Dream, Mission, Objective and Goals of the Club Discussion and Agreement on the Club Agreement/Constitution Discussion of the Education & Research Program 促 Step 4: Investment Principles & Club Administration (2nd Meeting) Discussion of Investment Principles of the Club (The Ojijo 8 Fundamental Principles of Investing) Election/Appointment of the Club Officers Discussion of Tasks 促 Step 5: Approval of Documents & Beginning of Research (3rd Meeting) Approval of Documents Registering the Investment Club as a Business Entity Obtaining Tax ID Number First Research Assignment 促 Step 6: The First Investment/Trade (4th Meeting) 促 Step 7: Joining an Investment Club Association Regional Investor Education Centre (RIEC), InformedInvestors Kenya| Uganda|Tanzania|Rwanda|Burundi|South Sudan E info@informedinvestors.org |W http://www.informedinvestors.org/ T 048 666 05 15| M 0701 100 059/0700 313257/0776100059/0774940115 A P.O. Box 4657 | Plot 110, Sekanyolya Rd. Off. Col. Muamar Gaddafu Rd. | Makerere Kivulu (Opp. Wandegeya Flats), Kampala