The document provides an organization profile and strategic plan for Regional Investor Education Centre (RIEC), also known as InformedInvestors, for 2011-2012. The organization aims to promote financial literacy in East Africa through various programs, including financial literacy classes, publishing materials, a TV show, and supporting investment clubs. The strategic plan outlines targets for outreach and objectives to increase financial inclusion and literacy across Kenya, Uganda, Tanzania, Rwanda, Burundi and South Sudan.

1. ORGANISATION PROFILE & STRATEGIC PLAN FOR 2011-2012
Regional Investor Education Centre (RIEC), InformedInvestors
Kenya| Uganda|Tanzania|Rwanda|Burundi|South Sudan
E info@informedinvestors.org |W http://www.informedinvestors.org/
Head Office (Kampala)
Contact Person:
Ojijo (Founder & Team Leader) | M 0701/0776/0793-100059|
Bari Salim (Country Director, Uganda) | M 0700-313257/0774-940115|
A P.O. Box 4657 | Plot 110, Sekanyolya Rd. Off. Col. Muamar Gaddafu Rd. | Makerere Kivulu (Opp. Wandegeya Flats), Kampala
…promoting financial literacy & supporting investment clubs!

2. Regional Investor Education Centre (RIEC), InformedInvestors
BACKGROUND
1.1 About Regional Investor Education Centre (RIEC), InformedInvestors
The Regional Investor Education Centre (RIEC), also called InformedInvestors, is a foundation incorporated in 2011 as a registered company limited by guarantee. We carry out public
financial literacy programs to promote financial literacy and investment clubs registration and support. InformedInvestors seeks to help MILLIONS of East Africans gain financial
literacy and consequently participate in financial markets and gain financial freedom and independence.
1.2 Vision, Mission, Philosophy and Objectives of InformedInvestors
Our Philosophy: Financial independence is within reach; each of us has the opportunity and means to take ownership of our own financial futures.
Our Vision: An informed and growing empowered investor community in East Africa finding financial independence and freedom, through financial investments.
Our Mission: To provide a program of sound investment information, education, and support that helps create successful lifetime investors.
Objectives:
1. To promote financial literacy
2. To promote financial investment
3. To further institutional growth of InformedInvestors
1.3 Programs
InformedInvestors runs three programs as below:
1. Financial Literacy Program: Teaching Financial Literacy to members of the public through My Money TV Show-A weekly 30-minute public television series about personal
finance and investing featuring investment industry professionals and an audience; Money Classes to public institutions (community youth groups, churches, mosques and
NGOs), and publication of financial literacy materials including books, booklets; a regional quarterly investments magazine, the Inspre-2-Empower Magazine; a Money Library
with online, print and audio-visual resources and a public gallery for watching money movies; and finally, training financial literacy trainers.
2. Investments Clubs Registration & Support Program: Teaching financial literacy to investment club members and providing advice and support for individual Investment
Clubs, registering the investment clubs in a national database and organizing an Annual Investments Clubs Conference.
3. Students’ Financial Literacy & Personal Development Program: Teaching financial literacy and career and personal skills development to students in high school & tertiary
institutions. The program also facilitates formation of InformedInvestors Clubs in high schools and tertiary institutions.
…learn & earn!

3. Regional Investor Education Centre (RIEC), InformedInvestors
1.4 Program Rationale-Contribution to Financial Sector Deepening
Efficient financial system, with specific reference to financial markets, is key to development. In his classic, Lombard Street, (1873), Walter Bagehot argued that it was England’s
efficient capital markets that made the industrial revolution possible. Joseph Schumpeter, (1912) also agrees in his German book on the subject, The Theory of Economic
Development, contending that financial markets promote economic growth by funding entrepreneurs and in particular by channeling capital to the entrepreneurs with high
return projects. Indeed, investing in the financial markets saves the investor the hurdle of taking care of liabilities, utilities, customer management, etc, which all together cause
the demise of many a start up business venture. Well-functioning money markets, foreign exchange markets, and secondary markets for securities are important factors in the
transmission of monetary policy to the economy as well as a key foundation for long-term economic growth and stability (Bernanke, B. S., 2008). Competitive and liquid money
markets allow market participants to access short-term funding or investment possibilities and manage liquidity risk. In addition, an aggressive strategy in investing in financial
markets will reduce the rate of sprouting of small unsustainable businesses as the individuals or investors who do not have a low amount of capital or time to follow up
business operations can simply buy securities and let them trade. However, there is apparent disconnect in financial investments in East Africa, and this can be attributed to
various challenges, inter alia, lack of education for the business people about how the shares and other financial instruments are traded. This is noticed in the small investor base
and few products listed on the four stock exchange markets and oversubscription in certain products. This further makes it difficult to introduce innovative products in the
market. InformedInvestors hence seeks to fill this gap and promote the investment in the financial markets.
1.5 Administration
InformedInvestors is managed through various organs, with the following roles & responsibilities.
Organ Responsibility Staff
Board Provides professional advisory support & networking contacts Board Chairman
Alternate Board Chairman
Board Members
Regional Director Maintaining vision, building networks and inspiring & empowering the team Ojijo
(Founder & Team
Leader)
Executive Supervise the day-to-day running of the business Country Director (Uganda)-Bari Salim
Deputy Director, Operations-human resource, programs)
Deputy Director, Finance and Administration
Administration Support business operations; implement running of events Secretary/Administrator, Drivers, Security etc
Volunteer Trainers Training Financial literacy and supporting investment clubs Trainers
…learn & earn!

4. Regional Investor Education Centre (RIEC), InformedInvestors
2.0 SOURCES OF FUNDING/SUSTAINABILITY
Regional Investor Education Centre (RIEC), also called InformedInvestors, seeks to run a sustainable program based on four models of operation as below:
2.1 Donations
InformedInvestors runs the programs through donations and contributions from various segments of the society.
2.2 Income Generating Activities
Regional Investor Education Centre (RIEC), also referred to as InformedInvestors, will engage in income generating ventures, like distribution of software’s, and selling booklets and
books, and also the membership subscription by investment clubs, for sustainability. The foundation also raises funds through investment activities including, amongst others,
sale of branded items. Finally, the foundation raises income through training programs as below:
£ Youth Money Mind Live Conferences
£ Selling financial literacy books
£ Annual Financial Literacy Extravaganza
£ Corporate Financial Literacy Programs
£ Monthly Financial Literacy & Personal Development Seminars
2.3 Strategic Partnerships
Through this approach, Regional Investor Education Centre (RIEC) also referred to as InformedInvestors, will seek to build her institutional capacity through strategic partnerships of
mutual benefit and through strategic partnering with industry players to leverage strengths and achieve objectives.
…learn & earn!

5. Regional Investor Education Centre (RIEC), InformedInvestors
3.0 ACTIVITY PLAN
Financial Literacy Program
Activity Objective: To promote financial literacy
Details Target Group M&E Framework
Output Outcome
Money Classes: Member of Youth groups Teaching financial literacy classes Increased public financial literacy after teaching 60
of approx. 50 participants at the institutions per region, that is 240 institutions nationwide,
Employees in companies, NGOs and offices/premises of; each class having approx. 50 participants, totaling 12,000
government departments
-10 Government Institutions/Ministries Generation of money from sales of books, booklets and
Faithful in religious institutions per region magazines for sustainability of the InformedInvestors
- 10 Churches per region
-10 Mosques per region
-10 NGOs per region
-10 Companies per region
-10 Youth Groups per region
Publication of Financial The public - 5 books on financial literacy and 6 Increased public financial literacy
Literacy IEC Materials: Financial Investment Booklets
Primary school children & teachers Availability of financial literacy materials
- 16 Illustrated Magazines on financial
High school teachers and children literacy, for Primary & High School Money Increase in financial literacy and knowledge of the public
children from reading the books, booklets and magazines
The youth
- quarterly magazine on investments Generation of money from sales of books, booklets and
issues and personal finance advice, called magazines for sustainability of the InformedInvestors
Ingenious Magazine,
Training Financial Literacy -Government Institutions/Ministries 4 Training workshops for financial literacy Increased public financial literacy after training 10
Trainers: -Primary Schools teachers trainers held in all regions, 1 per region representatives per each of the nine (9) target groups, totaling
-High School teachers each having 10 representatives from each 90 trained financial literacy trainers per region, and totaling to
-Religious leaders target group, i.e, 10 government 360 in the whole country
-Tertiary Institutions lecturers employees, 10 primary school teachers, etc
- NGO members . Availability of 360 financial literacy trainers
…learn & earn!

6. Regional Investor Education Centre (RIEC), InformedInvestors
-Youth Group Leaders
-Company employees Generation of money from sales of books, booklets and
magazines for sustainability of the InformedInvestors
My Money TV Show: The public A weekly 30-minute public television Increase in financial literacy and knowledge of the public
52 episodes, one per week series about personal finance and from watching the TV show
for a whole year investing featuring real people stories and
real-life situations. Generation of money from sales of DVDs of various
shows/episodes
Generation of money from sales of books, booklets and
magazines for sustainability of the InformedInvestors
Money Library: The public A library with online, print and audio- Informed public on financial literacy
visual resources and a public gallery for
watching money movies. Availability of financial literacy materials, both print and
online
Generation of money from sales for sustainability of the
project and the program (InformedInvestors), e.g., sales of burnt
CDs containing the information
…learn & earn!

7. Regional Investor Education Centre (RIEC), InformedInvestors
Investment Clubs Registration & Support Program
Activity Objective: To promote financial literacy
Details Target Group M&E Framework
Output Outcome
Advice, Newly formed 100 investment clubs supported to Fully functional investment clubs
Support & Investment Clubs register and start saving and
Registratio investing Availability of financial literacy materials, both print and online
n of Targeting a total of
Investment 100 clubs, 25 clubs Increase in financial literacy and knowledge of the public from reading the books and booklets
Clubs per region
Increase in the investor base by having members of investments clubs investing, saving or trading in
financial markets and instruments
Organizing Registered Investments Clubs Conference held Increase in financial literacy and knowledge of the public from reading the books and booklets
the Annual investment clubs, in September, 2011
Investment Approximately 100 Networking and hence building social capital and sharing experiences in investing skills and strategies
s Clubs clubs, with average
Conference membership of 15
members, totaling
1,500
…learn & earn!

8. Regional Investor Education Centre (RIEC), InformedInvestors
Students’ Empowerment Program
Activity Objective: To empower students through financial literacy, career and personal skills development
Details Target Group M&E Framework
Output Outcome
Students’ Money Workshops to train 50 students 4 Training workshops held in the four regional 4,000 Students trained in inter-personal skills of
students on financial literacy through from 20 tertiary capitals , each training 1000 students, totaling 4000 leadership, effective communication, public speaking,
personal and career development institutions in students career development and entrepreneurship as elements of
each region, financial literacy
totaling 1000
students per
region, and 4000
countrywide Generation of money from sales of books, booklets and
magazines for sustainability of InformedInvestors
VolunteerMatch Website to connect 4,000 Students A database driven interactive website for registration Students from all over east Africa being able to register
organisations looking for interns, in tertiary of students and individuals/ organisations willing to online and hence volunteer, intern or apprentice
volunteers and apprentices to the students institutions be part of volunteer, internship and apprenticeship
available professionals, program
organisations
and government
InformedInvestors Clubs to promote -high schools InformedInvestors Clubs formed in 10 high schools and Increase in financial literacy and knowledge of the
financial literacy in high schools and -tertiary 10 tertiary institutions in all regions, totaling 20 per students from teaching by financial literacy trainers and
tertiary institutions institutions region, and 80 in the country from reading the books, magazines and booklets
…learn & earn!