Investing Mindset Journal
A planner to help you develop an action plan for learning how to invest
You want to learn how to invest. You are ready to start and just need to take action. But what now? Have you wondered how to start learning? How to assess goals and achieve them? What to do and how to plan? This 49-page Investment Mindset Journal is a planner that will help you do this in your journey for learning how to invest in the stock market. We have sample pages here for the sections (titled below) to show you how we would fill out these pages, so that you have an example to follow if you wish. We would recommend that you print this out and use it right away. The included sections are:
#1 Overall Action Plan
Create a MindMap
#2 Learning Planner
Your Investment Learning To-Do's
#3 Journal
Journal Your Thoughts
#4 Accomplishments
What Have You Achieved?
#5 My Reward
You Are Doing Great
#6 What Is My Next Step?
Gotta Have A Plan
Your Instructor
Ms. Shal Ahmed, CFA, is an investor, business owner and published author. She is the founder of SHALnCO, a holding company with the primary mission of educating women on how to invest in the stock market.
Shal has always been passionate about investing and the stock market. She has over two decades of investment experience and has extensive personal and professional experience in investing.
Shal has an undergraduate degree in Economics from Princeton University and a Masters in Business Administration (MBA) from Harvard University. She also acquired her CFA certification (Certified Financial Analyst) and is a CFA Charterholder.
Shal has worked on Wall Street in firms such as Morgan Stanley, Putnam Investments, Merrill Lynch and Goldman Sachs in areas such as Investment Banking, Equity Research, and Asset Management. Shal has a unique perspective on the financial services industry and has also been the only woman on an all-male team on multiple occasions.
Shal has created SHALnCO to teach women how to grow their wealth and work towards financial freedom and independence by teaching them how to understand, research and invest in the stock market. She firmly believes that everyone should know how to invest and is dedicated to teaching others how to take control of their own investing future.