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Investment clubs

Introduction| Course| Q&As | Recommended reading| Quiz |

Introduction

Context

Investment clubs are massively popular, with hundreds of new ones being set up every month. If they work well, they can be great fun and financially rewarding. If they come apart at the seams, the reverse applies. Before getting involved it's imperative that you understand how clubs are run administratively. This course tells you what's involved.

Prior knowledge required

None. The tutorial is designed for beginners.

Contents

  1. What is an investment club?
  2. A simple explanation of how it works
  3. Why join an investment club?
  4. Deciding on your aims
  5. Joining an existing club
  6. Preparing to launch a new investment club
  7. The draft constitution and rules
  8. Drafting the investment strategy
  9. Example of an investment strategy
  10. Attracting members to your club
  11. Preparing for the inaugural meeting
  12. The inaugural meeting - appointment of officers
  13. The inaugural meeting - key decisions
  14. Things to do after the inaugural meeting
  15. Starting the processes
  16. Running the first meeting
  17. Regular meetings - the key to success
  18. The cash account
  19. The capital account
  20. The asset register
  21. The annual general meeting
  22. Tax
  23. Performance measurement
  24. Dealing with a member leaving
  25. Conclusion

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