PATH Investing Framework™ – 5 Week Program

Your Investment Journey

Investing is not about chasing random opportunities. It is about building clarity, understanding how different asset classes behave, and learning how to make decisions within a structured framework. This programme guides you through that journey one step at a time.

Course Content

PLAN: FINANCIAL FOUNDATIONS
PLAN Module • Lesson 1 Welcome to the PATH Framework
PLAN Module • Lesson 1 Setting Your Financial Goals
PLAN Module • Lesson 2 Assessing Your Financial Capacity
PLAN Module • Lesson 3 Investor Readiness Self-Assessment
PLAN Module • Lesson 9 Defining Your Investment Destination
PLAN Module • Lesson 10 Your Personal Investment Blueprint
ACT MODULE 1 INVESTING IN UNIT TRUSTS
ACT Module 1 • Lesson 1 Introduction to Unit Trusts
ACT Module 1 • Lesson 2 Types of Unit Trusts in Zambia
ACT Module 1 • Lesson 3 Evaluating Unit Trust Performance
ACT Module 1 • Lesson 4 How to Invest in Unit Trusts
ACT Module 1 • Lesson 5 Buying Your First Unit Trust
ACT Module 1 • Lesson 6 Index Funds vs Active Management
ACT Module 1 • Lesson 7 Tax Implications and Distributions
ACT Module 1 • Lesson 8 Building a Unit Trust Portfolio
ACT Module 1 • Lesson 9 Redeeming, Switching, and Managing Your Fund
ACT Module 1 • Lesson 10 Year 1 Snapshot and 90-Day Action Plan
ACT Module 2: Investing in Shares
ACT Module 2 • Lesson 1 What Are Shares
ACT Module 2 • Lesson 2 The Lusaka Securities Exchange
ACT Module 2 • Lesson 3 Opening Your Account
ACT Module 2 • Lesson 4 How to Select the Right Shares