The Smart Investor Masterclass 2027
The Smart Investor Masterclass 2027
Stop Guessing. Start Investing.
Learn how to invest in shares, unit trusts and Zambian Government bonds.
Two days of practical investment education, real-world illustrations and hands-on learning.
28–29 January 2027 | Radisson Blu Hotel, Lusaka | US$250 for both days
Your money deserves a better investment strategy.
You may have heard people talking about Government bonds, investing in shares on the Lusaka Securities Exchange, or earning returns through unit trusts.
But understanding where to begin can be difficult.
- How do you buy shares?
- How do unit trusts work?
- What does it mean when someone purchases a Government bond?
- How do you calculate potential investment income?
- What fees should you consider?
- And how do you choose between these investment options?
The Smart Investor Masterclass 2027 is designed to help answer these questions.
Over two practical days, participants will learn how Zambia’s major investment options work, how to access them, what determines their returns, and the important risks and costs every investor should understand.
This workshop moves beyond investment theory to help participants develop the confidence to make more informed investment decisions.
Dates: Thursday 28 and Friday 29 January 2027
Time: 08:00–16:00 CAT daily (arrival and registration from 07:30)
Venue: Radisson Blu Hotel, 19029 Great East Road, Lusaka, Zambia
Fee: US$250 per participant for the full two-day programme (not per day)
Registration deadline: Wednesday 20 January 2027
Format: In-person, instructor-led workshop
What you will learn
Investing in shares
- How the Lusaka Securities Exchange works
- How to identify and evaluate listed companies
- Understanding share prices, dividends and capital gains
- How to open a brokerage account
- How buying and selling shares works
- Understanding brokerage fees and investment risks
- Reading basic financial information
- Practical examples of share investment outcomes
Investing in unit trusts
- Understanding how collective investment schemes work
- Different types of unit trusts
- How pooled investments are managed
- Understanding unit prices and fund performance
- Charges, liquidity and investment risk
- How to evaluate and compare funds
- How to invest in, monitor and redeem unit trust holdings
- Practical illustrations of investment growth
Investing in Government bonds
- Understanding Government of the Republic of Zambia bonds
- How bond auctions work
- Understanding bond prices, yields and coupon rates
- Face value versus the amount actually paid
- How to calculate coupon income
- Understanding accrued interest
- Understanding clean and dirty bond prices
- Buying bonds through the applicable Bank of Zambia processes
- Risks, maturity dates and cash-flow planning
- Understanding the difference between holding to maturity and selling early
Making informed investment decisions
- Comparing shares, unit trusts and Government bonds
- Understanding risk and return
- Inflation and investment decisions
- Diversification
- Investment costs and liquidity
- Aligning investment options with financial goals
- Developing an individual investment action plan
Two-day programme at a glance
Day 1 — Thursday 28 January 2027: Investing in Shares and Unit Trusts
- 07:30–08:00 — Arrival and registration
- 08:00–08:30 — Investment landscape and investor goals
- 08:30–09:45 — Understanding shares and the Lusaka Securities Exchange
- 09:45–10:00 — Tea break
- 10:00–11:30 — Practical steps to buying shares
- 11:30–12:30 — Lunch
- 12:30–13:45 — Understanding unit trusts and fund performance
- 13:45–14:00 — Tea break
- 14:00–15:10 — Practical comparison exercises
- 15:10–16:00 — Questions and recap
Day 2 — Friday 29 January 2027: Government Bonds and Informed Investment Decisions
- 07:30–08:00 — Arrival and recap
- 08:00–09:30 — Understanding Government bonds
- 09:30–09:45 — Tea break
- 09:45–11:15 — Bond auctions and how investors participate
- 11:15–12:15 — Lunch
- 12:15–13:30 — Practical Government bond calculations
- 13:30–13:45 — Tea break
- 13:45–14:45 — Comparing the three investment options
- 14:45–15:15 — Preparing an investment action plan
- 15:15–16:00 — Questions, evaluation and closing
This is a proposed programme and session times may be refined by the organiser. Download the full course agenda (PDF).
Who should attend
Individual investors, professionals, business owners, first-time investors and anyone interested in understanding Zambia’s investment market. No prior investment experience is needed. A laptop or calculator is recommended for the practical exercises.
Prepare before the workshop
If you’d like a head start, these free guides cover some of the ground we’ll build on:
- How to Buy Shares in Zambia: A Beginner’s Guide to LuSE
- How to Choose a Stockbroker in Zambia
- How to Compare Unit Trusts in Zambia: 7 Things to Check
- GRZ Bonds in Zambia: How to Invest in Government Bonds
- Coupon Rate vs Yield Explained for Zambian Investors
Please note: This workshop provides financial education, not personal investment advice or recommendations. Worked examples are illustrative, use stated assumptions or clearly labelled historical data, and are not current investment offers or forecasts. No returns are guaranteed, and the registration fee is not an investment contribution.
Reserve your place
US$250 per participant covers both days. Registration closes on Wednesday 20 January 2027.
- Jan 28 - 29 2027
- 8:00 AM - 4:00 PM
Cost
- $250
More Info
- 19029 Great East Road, Lusaka, Zambia
- https://www.radissonhotels.com/en-us/hotels/radisson-blu-lusaka
- +260960280900
Category
Organizer
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Insight Partners Africa Ltd
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Phone
+260977445604 -
Email
mukonki@insightpartnersafrica.com -
Website
Insight Partners Africa
