Personal Trading Plan

Personal Trading Plan

Personal Trading Plan (1 Day):


To enroll in courses, you must first take a FREE Power Trading Workshop.

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

“This class is very helpful to those who don't have a plan... a plan IS needed to be successful.”

, September 2016

“I would recommend everyone who is learning with OTA to come to the Trading Plan session. It's very helpful to achieve your goals. Thanks.”

, September 2016

“The Personal Trading Plan class covered a lot of material that is specifically geared to getting the participant to focus on and develop goals that will guide one's efforts to achieve trading success.”

, September 2016

“I found the class helpful by the series of questions/essays to help me understand how to start compiling the information I need to form a true trading plan and general direction that I need to pursue for the rest of my education. Edmond was especially gifted with a full understanding of just what is defined for the upcoming courses as he came from the very seat that as a class we were all in. Still feeling a bit overwhelmed with looking at the overall picture, yet the Academy is very easy going and will address all questions while stressing that the process will come in time and that we need to focus more on the small steps, understanding that we will proceed thru the instructional classes for our end goal of learning all the ins and outs of becoming a successful trader.”

, August 2016

“I have to reiterate that the level of support within Online Trading Academy is unrivaled. OTA could just as easily have left assistance with trading plans to phone calls but instead they go the extra mile to put on a course which gives you that personal interaction with the instructor and your fellow students - it's absolutely invaluable.”

, August 2016

“As someone new to trading, the idea of creating a trade plan is a formidable task. This class presents a doable way to help you construct a trade plan by breaking it down into small pieces. It allows you to review the parts, assemble them in an order that makes sense to you. I realize that it will require effort, but the result will be a guidebook to which I can easily refer when trading. ”

, August 2016
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