Investing Basics Class – Self-Paced Learning

Insights

Your first step towards understanding investing in Zambia

New to investing? Start here. Learn how unit trusts, Government of the Republic of Zambia (GRZ) bonds and shares work, what you may need to get started, and which questions to ask before paying anyone.

Beginner friendly • About 30 minutes of core learning

What you will be able to do

  • Explain the difference between investing in a pooled fund, lending to government and owning part of a company.
  • Recognise the accounts, documents, payment arrangements and costs you may need.
  • Compare risk and cash access against a real deadline.
  • Choose a next beginner class that answers your learning needs.

How to use this class

Work through the lessons in order. Keep the participant handout nearby, try each short check before revealing its answer, and finish with your personal learning plan. No previous investment knowledge or purchase is required.

Live class and independent learning

This course supports IPA’s free 30-minute Zoom orientation and gives you written material to revisit afterwards. The live class is not recorded. Check the live event page for the next session and registration details.

Your facilitator

Mukonki Mukonkela, FCCA, FZICA
Insight Partners Africa

A responsible starting point

This is general education, not a recommendation to buy a particular investment or personal financial advice. Investment values and income can fall. Examples are hypothetical and exclude charges and tax unless stated. Verify current product terms, authorisation and payment instructions independently before investing.

Course Content

01 · Start here: your goal and your learning kit
02 · Unit trusts: understand the pooled fund
03 · GRZ bonds: follow the payments
04 · Shares: understand ownership and price changes
05 · Getting started: accounts, documents and checks
06 · Risk and access: the school-fees challenge
07 · Your next step: questions, recap and learning plan
Final Quiz
Investing Basics · Check your understanding