CIMA Inc.
Core Institute for Motivational Advancement
(“Inspiring Excellence”)
Individual Wealth Account
CIMA’S Asset Development Program helps low-income households permanently escape poverty by building assets through home ownership, savings, higher education, and financial Literacy.
This initiative currently includes an Individual Wealth Account (IWA,) a program focused on the foundation of wealth and saving accounts to help low-income workers save for and purchase a home. CIMA will be offering a workshop with a maximum of thirty people at one time for an extensive workshop on how to build wealth. Interested in learning how to build wealth will give you the tool to live a more balanced life and a path to the American Dream.
CIMA Asset Development has also developed an agency-wide approach to Financial Literacy Education for consumers of CIMA services. Along with IWAs, the program will include teaching on Life Long Learning Accounts, (LiLAs,) the Earned Income Tax Credit (EITC) program, and access to credit counseling, foreclosure prevention counseling, first-time homebuyers, investment savings, and other specialized programs.
1) Basics of Checking/Savings/Stock Introduction
2) What Are Stocks?
3) Different Types Of Stocks
4) How Stocks Trade
5) What Causes Stock Prices To Change?
6) How To Read A Stock Table/Quote (SSG/Annual Reports, Value Line)
A: The Analyst’s Commentary
B: Financial Estimates
C: Historical Financial Data
D: Annual Rates (Of Change)
E: Target Price Range
F: Projections (Of 3-to-5-year stock prices)
G: Price/Earnings Ratios
7) How To; Buying Stocks
How To; Selling
9) Small Cap, Mid Cap, And Large Cap
10) Managing Your Portfolio
For additional information on CIMA’s Asset Development Program, please contact:
Don Martinez :dmartin@cimainc.org”
Are you a Bank, Financial Services organization? We are seeking sponsorship for our Financial Literacy program please contact Don Martinez for details dmartin@domargroup.com
CIMA’s Security Insurance Program:
Auto, health, and wealth for the community and their families.
This program teaches high school students the importance of all areas of insurance. One of the most neglected and forgotten issues are insurance, whether it be auto, health, life, or business. We recognize that by educating our students we can help bring this message home to assist parents in making the investment for themselves and their families. Our programs, administered by professionals, allow you to learn from the best in the industry. With customized programs and workshops, we believe this can all be accomplished for the good of the community. Loaded with great information, supplemental materials, and even handbooks, this program will allow you to educate your students about insurance and risk in a manner that is fun, engaging, and relative to their everyday lives. Our partners will work with students and families in a classroom setting that will allow them to feel comfortable.
Are you an Insurance company, Broker Agent organization? We are seeking sponsorship for our Security Insurance Program please contact Don Martinez for details dmartin@domargroup.com
