Clubbing Together To Make Money From Shares

© Copyright 2006 Proshare . All Rights ReservedISBN 978-978-48027-2-7

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Subject Matter: Subject Matter: Online Training HelpOnline Training Help

elp Mail

The DeliverablesCOURSE OUTLINE:Learn how to:

•Join or Form a club

•Apply Investment tips & strategies •Run your club for optimum benefit•Identify affiliate firms to sign up with based on the focus of the club•Use resources on Proshare.

COURSE OBJECTIVE:Provide a core understanding

of:

• Investment Clubs as a tool for shared learning & leverage

• How to set up an investment club and its detailed workings

• The regulatory requirements and obligations.

Clubbing together to make money from shares

Proshare Investment Club GuideProshare Investment Club Guide

Mission, Value & Structure

The Unique Offering

How do I belong to one?

Strategies for Operational Efficiency

Professional Help – The Investment Advisers

The Proshare Website - Resources

“We had the ESUSU Practice which share similarities with the concept”.

In Esusu, you save to buy consumer items; in investment

clubs, you save to buy your financial freedom

Before…..Investment ClubsInvestment Clubs

Why ProShares’ approach is different

• A couple of ‘investment clubs’ existed & still exist in the country

• A few have affiliations to recognizable foreign and local groups

• The Proshare unique offering can be summarized as follows:

– We believe that each persons focussing on the NSE should have the information needed to make intelligent decisions;

– Be able to have unrestricted access to the process of forming/joining an investment club;

– Provide online & offline support and trading capabilities

– Empower club members to join a growing global community of investors who have accepted responsibility for their financial future

Why Proshare is different(2)

– We do not offer advisory services and are not in competition with the stock brokers and investment companies; rather we support its growth by encouraging people to make decisions using professionals trained and certified to do so.

– We do not set limits for investment nor restrict types of people that join the club but provide a floor limit.

– Our goal goes beyond making money - we seek to contribute to the wealth creation desire of our people.

– Lastly, we have provided you with a comprehensive manual that allows you to do all that you desire without having to pay for same.

Proshare Recommended Club Membership

The Club services recommends a diverse membership with no ceiling. We prefer to see value

from an ‘open ended’ platform made up of individuals who range from home workers, farmers,

civil servants, entrepreneurs accountants, bank managers and doctors.

Everyone must enjoy being in an environment with positive like-minded people working together to achieve a common objective.

Core Competencies designed to work for you

Understand: 1. Markets.2. Strategies for income generation3. The case for market sentiment and how to profit from it.

Know how to:1. Set goals and create a plan. 2. Analyse a company for fundamentals and technicals. 3. Trade and relate with stockbrokers4. Leverage on clubs to maximise returns and spread risk

Clubs Plan For Financial Freedom

MONEY TIME

Club invests

N1,750 / mth

5 YRS

N205,000

2.0 % /monthGrowth

60 months

e.g. Up to 19 members pay N15,000 per person per month for 60 months

N435,000

N651,000

4.0 % /monthGrowth

5.0 % /monthGrowth

NOW THAT I KNOW...How do I belong to One?

How do I belong to one ?

• Identify individuals who share the same objective and talk them into forming a club……..

What will make my club successful in the stock market?

• Knowledge of: – How the market works,

– Understand company fundamentals, e.g. earnings, debt etc.

– Differentiate between short term trading and long term investment.

– Understanding Technical Analysis, e.g. Charts

Trading

• This is done only after researching the company.

• 90% of people who buy and sell shares do no research.

• What tools can help me do the required Research?

• World Market – TICN

• Local market - Proshare Report CENTRALReport CENTRAL

What Do You Need To Do?

Combine fundamental research with technical

analysis:

– Identify fundamentally sound

companies that are undervalued,

– Then watch them for technical signs of

a move upwards, and

– On this indication, BUY!

Preview

Setting Goals and Creating a Plan

1. Use checklistAdopt a ‘fun name’ for the club. Register at CAC.

2. Open a bank A/C to collect the set minimum amount per month per person by standing order.

3. Consider opening a broker investment club account.

4. Agree a regular monthly meeting date and venue to decide howto invest your funds.

5. Read the club constitution (See sample in Proshare ResourcesSee sample in Proshare Resources) for adoption at the next meeting.

Simple steps to forming a club

Proshare expects that you will:

• Conduct the club business in a professional manner.

• Continue to seek the highest standards in courses attended and business dealings.

• Consistently focus on, and develop, both club leaders and club members.

• Communicate effectively with all members and will have an open door policy so that club members will always have access to the directors of the company.

Proshare is able to:

• Help you formally establish and support the club

through the club administrators’ office –

club@proshareng.com

• Help clubs update and clarify the rules and constitution

requirements

• Continually provide ongoing training for club

members.

• Provide clubs with the necessary information and

resources needed for investing decisions.

The Club Administrator Commits To:

• Help (if requested and for a fee) formally set up your club

and establish communication flow;

• Attend some of the club meetings for the first 12 months.

• Provide guidance to ensure club meetings are conducted in an

efficient manner.

• Collect deposits and full payments for all seminars and online

services rendered by us.

• Respond to mails within the Proshare service standards for all

club members.

Members Commit To:

• Pay registration fee on joining a club.

• Follow the communication procedure as set down by the club.

• Do the appropriate preparation for club meetings.

• Attend monthly meeting.

• Ensure monthly payments are regular.

• Attend regular seminars and make use of the online training tools available for investors in the Nigerian Stock Market.

• Adhere to guidelines on club investing/trading.

Proshare Website

• Why have a website?

ResearchCommunicationEducationRetailUtilities

www.proshareng.com

•Analyst Reports

•Weekly Reports

•Periodic Reviews

•Economic Reviews

•Annual Reports

•Up-coming AGMS

•Complaints Form

•Online trading tool using virtual money to learn how to apply news, information and anlyst reports to make decisions.

•All the news and analysis – features, views and commentaries on the capital market

•Training Programmes

•Events

•Online Training Slides

•E-books

•KidZone - Starting Early

•Stock broking firms/Fund Managers

•Financial Training Firms

•Banks

•Financial Publications/Specialised Reports

•Regulators

•Online services

•African Stock Exchanges

•Complaints

•Jargon Busters

•Investment Club - All you need

•Investment Guide

•Trade Alert

•Credit Bureau

•Pensions

Proshare Website

There is still much more…

To learn more about the active trader, go online or review first the Becoming your own stock Analyst course online.

Proshare Website

Proshare expects that you are doing all this with an eye on

your ‘Retirement Plan’

….E-mail club@proshareng.com for your club inauguration ….

Other Free Training Courses Online – (1)

•Making Money in the Nigerian Stock Market – A Foundational Guide

•Selecting a Fund Manager

•Becoming your own stock analyst

•Clubbing to Wealth

•Starting out with Confidence

Free Training Courses Online – (2)

Parable of the Monkey Market

Interpreting Stock Tables

A Fools Guide to Investing – B. Oni

Stock Selection Process

Be a CEO of your Own Money – P. Babalola

Monetize Your Certificate

Other E-books available online

WHAT YOU CAN DO

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COPYRIGHT

The copyright in this work belongs to the author, who is solely responsible for the content. Please direct permission requests to info@proshareng.com to contact the author. This work is licensed under the Proshare trademark and is registered accordingly at relevant agencies.

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CREATION DATE

This document was created on 23 February 2007 and is based on the best information available at that time. To check for updates, kindly send us an e-mail at training@proshareng.com

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