Personal Trading Plan

Personal Trading Plan

Personal Trading Plan (1 Day):


To enroll in courses, you must first take a FREE Half-Day Class.

This intensive course will help you tackle one of the most challenging obstacles faced by new and experienced traders: how to develop a decisive trading plan. You'll learn to develop an honest personality profile of yourself and tailor your trading plan to consider your skill level, personality, risk tolerance and other important factors. Finally, you'll learn to develop a consistent trading routine and review process of your trades.

Suggested prerequisites: Any on-location course in stocks, options, futures or Forex.

View Course Curriculum View Course Schedule

What You Will Learn

  • Getting Started

    Learn the basics of trading and how to set a daily routine and stick to it.

  • Your Personal Trading Plan

    Create your personal Mission Statement and Trading Goals based on preferred asset class(es), risk tolerance, trading style and other considerations.

  • Advanced Money Management Strategies

    Learn how to position yourself so you are always able to take advantage of market opportunities while never letting losses overwhelm your gains.

  • Practice Makes Perfect

    Understand how to properly critique your own performance and adjust your trading plan on an ongoing basis.

What Students Are Saying

“I appreciate the honest assessment of potential pitfalls of trading. I believe it's important for students to clearly articulate their goals, and the course provided structure to help me define "Why" behind the goal. I believe that the instructor did an excellent job to verbally frame up the landscape through which we are about to journey.”

, April 2017

“Ben's class on Personal Trading Plan is critical as it clearly demonstrates that one cannot become a truly professional and disciplined trader without a plan.”

, March 2017

“This course is a must. I wish I had taken it first. It is motivational and full of steps to determine your personal goals.”

, March 2017

“This class was very useful to me. Not only did I get a great start on my trading plan, but I got plenty of extra information from Larry that will be useful to my future trading endeavors.”

, March 2017

“I appreciated being in a small group. The presentation was paced well and the presenter (Ben) went over anything that might be complex to understand first time round. We were given examples of good and not so good trading plans.”

, January 2017

“The Planning Class was excellent. It helped me to start thinking about and planning in my mind how I want to begin my new trading plan and where to input it in my day. Also, the class explained the different kinds of trading that I want to implement. This is my first time in this arena of trading and all of the instructors have made this process very easy to understand.”

, November 2016

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