INVESTMENT COACHING



PEAGAMA INVESTMENT COACHING PROCESS
1. Knowing Yourself - (skills, abilities, resources, income etc)
2. Knowing How the Markets Work.
3. Investment Planning & Strategy.
4. Implementation & Follow ups


STARTER SESSIONS
 PRICE: Ghc 50 

This module will help you:
1) Understand the Financial Markets (i.e. Money market and Capital market) and the participants involved
2)  Evaluate you investment need, ability and willingness to take risk (i.e. risk tolerance profile)
3)  Set your investment objective and develop a clear, simple and streamlined investment plan
4) Choose an investment strategy (i.e. combination of long-term and short-term investments) which best suit your risk tolerance profile
5)   Begin Investing



PORTFOLIO MAKEOVER SESSIONS (THE INVESTOR)
PRICE: Ghc 100 

This module will help you:
1.   Build and maintain an investment portfolio.
2.  Understand relevant concepts such as risk, return, probability, hedging etc.
3.  Understand investment reporting terminology (i.e. bid price, closing price, % change etc.)
4.  Become familiar with terms every shareholder must understand. Examples: bonus shares, right issues, dividends etc.
5.  Know the history of GSE as well as CSD and how the market currently operates



COMPLETE MASTERS SESSION (PRO)
PRICE: Ghc 150 

This module will help you:
1.       Create a customized plan and give you a step by step approach for implementing it
2.      Review your investment track record and address identified problems
3.      Understand how trading is conducted on GSE
4.      Regulations of the securities market
5.      Understand the role of investment bankers, brokers, LDMs and ADOs
6.      Audit your current stock broker to optimize your returns
7.      Know the process involved in getting a company listed on the stock exchange

Other Courses & Programmes:
a. Dealing with Emotions as an Investor.
b. Investment Planning and Objectives Setting.
c. Clients Workshops
d. Seminars







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