CLASSES TO GO!

Setting Up a Club Education ProgramDiane Amendt

BIVA Board Director

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Disclaimer• The information in this presentation is for educational purposes only and is not

intended to be a recommendation to purchase or sell any of the stocks, mutual funds, or other securities that may be referenced. The securities of companies referenced or featured in the seminar materials are for illustrative purposes only and are not to be considered endorsed or recommended for purchase or sale by BetterInvesting™ National Association of Investors Corporation (“BI”) or the BetterInvesting Volunteer Advisory Board, its volunteer advisory board (“BIVA”). The views expressed are those of the instructors, commentators, guests and participants, as the case may be, and do not necessarily represent those of BetterInvesting™ or BIVA. Investors should conduct their own review and analysis of any company of interest before making an investment decision.

• Securities discussed may be held by the instructors in their own personal portfolios or in those of their clients. BI presenters and volunteers are held to a strict code of conduct that precludes benefiting financially from educational presentations or public activities via any BetterInvesting programs, events and/or educational sessions in which they participate. Any violation is strictly prohibited and should be reported to the President of BetterInvesting or the Manager of Volunteer Relations.

BETTERINVESTING NATIONAL CONVENTION

Why is on-going education important?

• New members frequently join your club.• Experienced members benefit from

review.• All club members hear the same

material.• Members become involved in their own

education.

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Why involve the members in the presentation?

• No club member should have to do all the education.

• Members who take part in their own education become involved members.

• The club benefits from having experts.

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What methods work well for club education?

• Dividing information into easily-digestible chunks.

• Assigning teams to make presentations.• Setting aside 15-20 minutes for

education at every meeting.• Occasionally having a longer club class.

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Why use the NAIC Stock Selection Handbook?

• It’s easy to understand.

• It provides a structured

approach to education.

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Who should direct the program?

• Ideally, the Vice-President is in charge of education.

• Your President could appoint a club member who agrees with the philosophy of the program and will check regularly with presenters.

• Your program will probably not run well without guidance.

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What should we consider when setting up your program?

• Are most of your members beginners or are they experienced?

• Do you have several new members who need to be brought “up to speed”?

• Do you use the SSG to purchase and monitor companies?

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Using the Basic Outline

Basic Outline

Notes

Lesson content

Location

Lesson Title

Optional Lessons

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Using the Advanced Outline

Advanced Outline

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Extensive Table of Contents

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Glossary of terms

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Thorough discussion of the topic

Discussion of Pre-tax Profit

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Description of hands-on methods

How to plot sales and EPS on the graph

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The Handbook is not limited to the topics in the outline.

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Where else can we get information for presentations?

• Check out betterinvesting.org (searchable)

• Poll your members• Contact Your Chapter• Search the internet for your topic

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A Gentle Reminder . . .

It’s hard to get where you want to go without taking

the first step!

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Make A Difference In Someone’s Life

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