Course curriculum

  • 1
    Welcome to the course!
  • 2
    Formation Fundamentals
    • Defining your objective
    • Identifying potential members
    • The exploratory meeting
    • Selecting and Inviting Members
    • The Kick-Off Meeting
    • Test your learning
  • 3
    Administrative Setup
    • Introduction
    • Incorporating
    • Opening a Brokerage Account
    • Accounting Systems
    • Before you go...
  • 4
    Invest Together
    • Introduction
    • Holding Meetings
    • Investment Proposals and Voting
    • Using Technology
  • 5
    Bonuses
    • Annual Retreat