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


Shal Ahmed
Shal Ahmed

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.


Course Curriculum


  Investment Mindset Journal and Planner
Available in days
days after you enroll

Frequently Asked Questions


When can I download the Planner?
You can download it as soon as you sign up! It is available for immediate download once purchased.
Are refunds available?
Because this is a digital product, there are no refunds available. All sales are final.
Who is this Journal for?
This Journal or Planner is for the person who wants more guidance on how to start and plan her investing journey. It offers a sample mindmap and pages for you to plan what you want to learn that day. The planner itself is more task based (though you can also use it as a calendar based planner if you wish). We would want to see you use it to accomplish certain goals that you have set for yourself. And we did it in a way that is fun!
Will I get a physical copy of this Journal?
No. This is just a digital copy of the Journal. However, there is a printer-friendly version included so that you can get the most out of the material included and have to option to view it both online and/or print it. Since this is a journal that is meant to be written in, we would recommend that you print the pages out and start to write!
Is this a full course?
No. This is a 49 page Journal for the person who wants more guidance on how to start learning how to invest. It offers the tools that we use when we learn any new concept and is meant to be a fun way to start.
Is the Investment Notebook that I would use when I actually Invest and keep records?
No. We have a separate upcoming investment notebook that we recommend you use when you are investing.

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