CFIC Education Program:

A vast majority of club members may be new to investing.  Together, we learn while we earn.  What’s more, we learn from each other.  An organization has weight that an individual does not to obtain the services of guest speakers, arrange field trips to corporations and gather specialized research information, with the ultimate benefit of making more knowledgeable investment decisions.

Education Schedule of Events

 

 

 

 

 

 

 

 

 

CFIC Education Schedule of Events

 

Conway First Investment Club 2007 Meeting Location & Schedule

 

 

Month

 

Date/Time

Meeting

Location

Presenter

(Stocks etc.)

Education

Program

JANUARY

January 28th

5pm

THSC

Tom Martinka

Long Term Investing

FEBRUARY

February 1st

6pm to 8pm

THSC

BI Directors

2hour SSG Intro.

FEBRUARY

February 8th

6pm to 8pm

THSC

BI Directors

2hour SSG Study

FEBRUARY

February 15th

6pm to 8pm

THSC

BI Directors

2hour SSG Study

MARCH

March 1st

6pm to 8pm

THSC

BI Directors

2hour SSG Study

MARCH

March 8th

6pm to 8pm

THSC

BI Directors

2hour SSG Final Class

MARCH

March 25th

5pm

Gary

Demond

How to read the Treas. Report

MARCH

March 25th

5pm

Gary

Claudette/

Carleton

Take Stock (ch. 1-6)/ Software

APRIL

April 4th

12pm – 1pm

LR: Fletcher Library

BI Director

Value Line Investment Sur…

APRIL

April 29th

5pm

Demond

Carleton

Toolkit

Software

APRIL

April 29th

5pm

Demond

Gary/

Carleton

Find Quality Co./Model Stocks

MAY

May 19th

9am – 10am

LR: Main Library

BI Director

Toolkit Software:  additional Train…

MAY

May 27th

5pm

Sharllette

All Members

Stock

Presentations

JULY (FOR JUNE)

July 1st

5pm

Claudette

Carleton

Portfolio Man…: Pert (HW: Retail Sector)

JULY

July 29th

5pm

Carleton

Stanley

Diversify:Industry

Study (Retail…)

AUGUST

August 26th

5pm

Stanley

Sharllette

Financial Statements

SEPTEMBER

September 30th 5pm

THSC or Pub. Library

1st New Member

Balance Sheet

OCTOBER

October 28th

5pm

1st New Member Home

2nd New Member

Cash Flow Stmt

NOVEMBER

November 25th

5pm

2nd New Member Home

3rd New Member

Analyzing Annual Reports

DECEMBER

December 9th

5pm

3rd New Member Home

Claudette/ Verification Co.

When To Sell/ Balancing the Bks

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