THE CENTONOMY INVESTMENT GROUP PROGRAM

With this training, our intention is to empower the group to become a structured wealth creation vehicle. Our Group training is conducted over a two to three-hour session. With Centonomy Chama Clinics, you will learn how to:

  1. Create an Investment Plan for your group
  2. Define financial objectives and create structured plans for achieving those objectives
  3. Enable individual members to buy into the larger vision and discover how the group fits into their personal
    financial objectives
  4. Introduction to Personal Financial Planning for Group members
  5. Create structures within the group that enable proper execution, communication and commitment

TOPICS/MODULES

ASSESSMENT OF GROUP STATUS

  • Evaluation of where the Group currently is
  • Discussion on challenges the Group has had (e.g. execution, communication, member retention)
  • Defining Objectives and Purpose of the Group

PERSONAL FINANCIAL PLANNING · RELATIONSHIP WITH MONEY

  • Living within your means
  • Linking personal objectives with the group objectives
  • Effects of inflation of personal financial objectives

THE GROUP INVESTMENT PLAN– PART 1

  • Setting financial goals and targets for the Group
  • Understanding Time Value of Money in relation to group objectives.
  • Creating an action plan that will lead to those objectives
  • Evaluating contributions
  • EQUALITY

THE GROUP INVESTMENT PLAN– PART 2

  • Overview of different investments and how they work (property, shares, business, fixed income etc.)
  • Creating an investment asset allocation for the group
  • EXECUTION – How will this happen?
  • The Investment Policy

Other topics that the group requires such as Corporate Governance, Property Rights and Acquisition, etc. can be
added to the content on a need to basis and dependent on the availability of the specialist. It may include an additional fee.

We conduct both PHYSICAL and ONLINE sessions that are accessible in Kenya and the world at large.

COSTS

Charges are as follows;

Chama Training – Kes 35,000 (V.A.T Exclusive)

3- Hour Deep Dive Sessions – Kes 100,000 (V.A.T Exclusive)

CONTACT INFORMATION
Location: Centonomy Ltd, 5th Floor Victoria Plaza, Parklands Road, Westlands
Tel: +254 20 4443695/+254795359535/+254700036433
Contact Person: Joan Nduti
Email: joan@centonomy.com