70/30 SEMINAR®

a HuD Group/Databank/SDC initiative

Financial Whizzdom ® is the coined term from whiz and wisdom by Dr. Yaw Perbi of The Human Development Group. It is a purpose-based, principle-centred and character-based approach to wealth creation.

“ 70/30 ” has been adapted from the 70/30 Rule regarding the guiding principle (based on age) for deciding how much of one's money to put into the capital market (more ‘risky' and long-term) and how much to invest in the money market (less ‘risky' and short-medium-term).

Vision

Knowledge and skill acquisition

Mission

That every participant will leave our 70/30 Seminar with a thorough understanding of the capital and money markets and gain skill in choosing stocks based on the fundamentals of a company.

Pre-requisites

1. Attendance of Financial Whizzdom 10/10/80 Seminar.
2. Pre-registration (only maximum of 50 people per session)
3. Registration fee of ¢50,000

1. Materials
2. Lunch (where applicable)
3. Certificate

Part I—The HuD Part

1. What Financial Whizzdom is

2. An Overview of the Stock Market and Money Market

3. Comparisons, pros & cons of both

4. Legal framework of investment in Ghana

Part II—The HuD/Databank Part

1. Making sense of an Annual Report

2. The parameters for deciding on worthwhile stocks

Part III—The Databank Part

Intro to Databank's Money Market Products

Intro to acquiring Shares through Databank (placing an order, contract note, keeping of share certificates etc.)