setting up a club education program using the naic stock selection handbook
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Setting Up a Club Education Program Using the NAIC Stock Selection Handbook. Presented by Ken and Natalie Kavula Mid-Michigan Chapter NAIC. Why is on-going education important?. New members frequently join your club. Experienced members benefit from review. - PowerPoint PPT PresentationTRANSCRIPT
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Setting Up a Club Education Program Using the NAIC Stock
Selection Handbook
Presented by Ken and Natalie Kavula
Mid-Michigan Chapter NAIC
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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 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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The Youth Handbook contains information by a different author.
Available now.
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Coming Soon…
• Official Guide Introduction to Successful Investing
• Computerized Investing and the Internet
• Using Portfolio Management Wisdom
• Investment Club Operations
• Investment Club Accounting
Also Available Now..•Mutual Fund Handbook
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Where else can we get information for presentations?
• www.better-investing.org (searchable)
• Bits on-line (for OPS subscribers)
• Google search 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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Contact us if you need help in taking the first step.
Ken and Natalie Kavula810-640-2231
[email protected]@comcast.net