CLASSES TO GO!

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CLASSES TO GO!

• Setting Up a Club Education Program

Diane 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.

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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 longer club class.

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Why use the NAIC Stock Selection Handbook?

• Its 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
Lesson content
Basic Outline
Location
Lesson Title
Notes
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 . . .
Its hard to get where you want to go without
taking the first step!
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• Please pick up some
• BETTERINVESTING
• materials
• and introduce others to this opportunity.