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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