Tuition rebates are also available from our affiliated broker/dealers!
Course Description
Many investors and traders like to think of their wealth as a “big bucket” for more conservative long term planning, and a “little bucket” for active trading. For the big bucket, it’s key to invest in such a way that value continues to grow while risk is mitigated. You can’t do this by sitting by and letting your broker make decisions, nor by letting your portfolio run itself. You need to find a balance that gives you maximum control with a minimum time commitment. Your quality of life, your retirement and your family’s future depends on it.
Train yourself to think like a professional money manager in this five-day immersion into investing across all major asset classes. Includes many workshop exercises to reinforce what you’re learning — how to hedge against inflation, benefit from currency fluctuations, and grow and preserve capital in good markets and bad. The key is diversification beyond familiar stocks and funds, plus a willingness to rebalance your portfolio as conditions change. You’ll leave the class with a self-built portfolio strategy that is based on your investing timeframe, risk tolerance, skills and goals.
The course is designed to teach you to:
• Understand the True Market Place
• Asset class allocation and diversification: what, when and how to buy.
• Crash course in professional-grade technical analysis
• Managing your own risk tolerance and other psychological biases.
• Passive vs. active management... which is right for you?
• See Set-ups through a combination of Fundamental and Technical Analysis
• Going beyond conventional investments to build an optimally balanced portfolio.
ProActive Investor Course Schedule Part 1
DAY ONE
DAY TWO
INTRODUCTION TO INVESTING
What Investing Is & What Investing Is Not
Key Investment Terms & Concepts
Risk
Volatility
Investor's Required Rate of Return
The Steps of the Portfolio Management Process
In-Class Example: Determining an Individual Investor's Return Requirement
Behavioral Finance & Psychological Biases
ASSET CLASS DIVERSIFICATION & ASSET ALLOCATION DECISION
Individual Investor Financial Plan Preliminaries
Realistic Investor Goals
Interference and Correlation
The Multiple Asset Class Approach to Investing
U.S. Equity Historical Returns
Non-U.S. Equity Historical Returns
Emerging-Markets Equity Historical Returns
U.S. Fixed-Income
High-Yield Fixed Income Historical Returns
Non-U.S. Fixed Income Historical Returns
Emerging-Markets Fixed Income Historical Returns
Convertible Securities Historical Returns
Real Estate Investment Trusts Historical Returns
Commodities Historical Returns
Gold Historical Returns
Private Equity Historical Returns
Managed Futures Funds Historical Returns
Hedge Funds Historical Returns
Inflation-Indexed Securities Historical Returns
Fine Art
ProActive Investor Course Schedule Part 2
DAY ONE
DAY TWO
DAY THREE
INFORMATIONAL TOOLS & INTRO TO INVESTMENT ANALYSIS
Primary Markets
Secondary Markets
Characteristics of a Well-Functioning Securities Market
Exchange Markets Membership & Types of Orders
National Stock Exchanges, Regional Exchanges & OTC Markets
Market Efficiency vs. Technical & Fundamental Analysis
Rationale for Investing in Index Funds
Margin Buying
Sharpe Ratio
Equity Short Selling
Phases of the Business Cycle
The Cyclical Behavior of Key
Macroeconomic Variables
Fiscal Policy
Monetary Policy Impacts
Leading Economic Indicators
Four Fundamental Factors That Influence the Supply & Demand for Capital
The Role of Interest Rates in Allocating Capital & the Inflation Premium
Fundamental Analysis Introduction
Income Statement
Detecting Accounting Gimmicks/Fraud in Financial Reports
Initial Determination: Is Stock Selling at a Reasonable Price
Basic Bond Features
Bond Sector Instruments Overview
Yield Curves
Fixed Income Valuation Introduction -Basic Concepts
Characteristics of Real Estate as an Investable Asset Class
Calculating the Net Operating Income (NOI) From a Real Estate Investment
"The Active Investor course provided explanation and clarification of many Trading and analysis concepts and techniques using specific quantitative rules and limits in order to identify Stocks and to identify entry, price target and exit points."
Glenn J., January 2009
"I was very nervous after completing my protrading course - how was I going to be able to choose my long term investment? But after the active investor class I am so comfortable to find trades of opportunity."
Lyton N., May 2008
"The active investor course focuses on relatively timeless principles of investing that are applicable to a variety of trading strategies over time. I felt that since Online Trading Academy does not have investment instruments of its own, Online Trading Academy focuses entirely on providing this service solely for the benefit of the student. This is a rare quality to find among financial education and information services. After completing this course in conjunction with the broad market analysis course, I now feel I have a foundation for developing and maintaining the best overall investment portfolio that will meet my investment objectives."
Bill D., January 2008
"This Class is a must for all - novice like me, or expert such as others. It'll open your eyes."
Sylvia M., January 2007
“They way the Instructor explained the course topics was really helpful. Before attending this class I had no knowledge about long term investing but now I feel comfortable in creating my retirement account portfolio. Thanks to Online Trading Academy.”
Gulshan S., September 2006
“A great overview of investment strategy and management.”
Bob M., August 2006
"Anyone who is an active investor or trader is doing themselves a enormous disservice by not taking this class."
Clement K., July 2006
"If you're serious about taking control of your money… if you're jaded by organizations that are obviously in the business of trying to take your money… if you want a legitimate primer on how you can see what your money could be doing, then call Online Trading Academy. They're the real deal."
Randy S., June 2006
"Fantastic info for long-term investment and charting. It was a great learning experience in the class, especially for visual media presentation. The Instructor is very good and also a well-versed stock-trader & investor, and his advice was highly valuable to my future stock trading and investing skills."
Jeffrey N., May 2006
“I absolutely recommend this class to anyone interested on growing their money. Whether investing or in slow growth, understanding how the market works is a great tool for your future. The active Investors Class gives you information that gives you the power to secure your money.”
Marilyn O., December 2005
"The knowledge gained should quickly easily return the cost of the course."
Bob M., May 2005
"I would highly recommend this course to all 'newbies' to the trading arena. It gives a strong background to and basis for future, more advanced courses."
Sidney H., April 2005
"Did I get my money's worth? Every dime!"
Rich L.
"Online Trading Academy has given me additional confidence to trade professionally, not only from the on site coursework, but also by having them as ongoing support. I highly recommend them to anyone serious about trading."
R.T.
"This class is like learning to ride a bicycle, once you do know how to, you shall never forget. Just read the course material as often as you can. Thanks a lot guys."
Ketan G.
"I thought I was an okay trader who needed a little polish. This has changed my whole way of trading. I now have the TOOLS I need to be a professional trader. And of course, I know where to go to get help when I have problems."
Train yourself to think like a professional money manager in this five-day immersion into investing across all major asset classes. Includes many workshop exercises to reinforce what you’re learning — how to hedge against inflation, benefit from currency fluctuations, and grow and preserve capital in good markets and bad. The key is diversification beyond familiar stocks and funds, plus a willingness to rebalance your portfolio as conditions change. You’ll leave the class with a self-built portfolio strategy that is based on your investing timeframe, risk tolerance, skills and goals.