Free Financial Literacy Investing Workshop
My introduction to financial literacy was a result of the mismanagement of money I had received for my master’s. I had the same thoughts everyone typically has about having more money and that is; “I will be able to save and invest more once I start earning more money”.
The reality, however, is that getting more money does not automatically translate to you suddenly being great at managing your finances.
Earning more money does not mean you will be good with money
On the other hand, yes it is true that you will be able to handle most of your financial obligations, but that will not mean you are financially literate. Far from it actually.
This practical workshop/class is something I wish I had when I completed high school. Frankly speaking, I should be retired by now. This is why I am really passionate about teaching as many young people as possible how to manage their finances from the beginning of their adult lives so that they do not get too caught up in living paycheck-to-paycheck hamster wheel.
As part of the actionable steps, follow my Social Media accounts for daily tips and posts in my stories because this is where you will find additional information on certain concepts as well as announcements for FREE classes.
1. Financial Literacy Workshop Outline
Putting things into practice is one thing I love about the way teach managing your finances. Even though we shall cover a whole lot of topics. You will definitely leave feeling empowered and motivated to kick-start your financial journey. The following is the tentative outline for the workshop/class:
- Organization
- Bank Accounts – Checking Account
- Financial Tools and Apps
- Budgeting and Planning
- Investing and Investment Accounts
- Money & Life
- Debt Management
A great place to start with your financial journey is to start slowly building a financial plan that will change as you transition into different seasons of your life. You can start implementing all the step-by-step instructions I have highlighted in the Financial Planning Series.
Read and Implement the tasks in the Financial Planning Series
2. Actionable Tasks
In order to prepare for the workshop, you will need to do a little bit of prep work. The following are the tasks that you need to complete. After you finish a task, you can tick it off just to help you keep track of what you have done and what else is pending
3. Workshop Files and Materials
The following are the resources you will need to download for the practical session.
- Download a folder called FINANCES
- Download the Stockbrokers Zambia Limited Application Form
- Download the BoZ CSD Application Form
4. Email Templates
4.1 BOZ CSD Account Email
SUBJECT: Application to Open a CSD Account
Hi
Please consider my Application for an Individual Investor CSD Account.
Attached is my application form and certified NRC.
Please let me know if there is any clarification required.
Regards
4.2 Brokerage CSD Account Email
SUBJECT: Application to Open a CSD Account with LuSE
Hi
I want to open a Brokerage account for myself see attached application form and required documents.
Additionally, assist me with which shares you recommend are available as my first investment
Regards
5. Links to Other Resources
Wealth Dashboard – https://www.etsy.com/shop/mywealthdiary?ref=simple-shop-header-name&listing_id=834590000
Lusaka Securities Exchange Email: operations@luse.co.zm
