ProActive Investor Course

Students are learning how to invest money with courses from Online Trading Academy.

ProActive Investor (5 Days):

Online Course also available in ten 3-hour sessions.


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

The ProActive Investor knows the steps required to achieve financial security and live the life they desire—today, tomorrow, and during retirement. The key is understanding the annual rate of return required to achieve your goals, and how to achieve that rate through disciplined investing across multiple asset classes. This is what separates the ProActive Investor from the uneducated investor.

In our five-day immersion class, you’ll learn how to think and invest like a professional money manager as you build a rules-based strategy to increase your wealth and real buying power in a global economy. You’ll define your financial goals, analyze the investing choices available to you, and then start creating a portfolio of assets that minimizes risks and enhances returns. In addition, you’ll review the essentials of managing a 401(k) plan dynamically.

The course includes many interactive scenarios and 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. Diversify beyond familiar stocks and funds, plus be willing 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.

Suggested prerequisites: Professional Trader Part 1 and Professional Trader Part 2 are highly recommended, Professional Options Trader is recommended.

View Course Curriculum View Course Schedule

What You Will Learn

  • Asset Class Allocation and Diversification

    Use a customized strategic allocation combining bonds and options to maximize your rate of return.

  • How to Minimize Risks and Enhance Returns

    Build a rules-based strategy to increase your wealth and real buying power in a global economy. Use REAL supply and demand to properly assess risk and reward.

  • Increasing Your Rate of Return

    Learn how you can maximize your annual rate of return through strategic and tactical allocation strategies in order to reach your financial security goals faster and with less taxes and fees.

  • Creating a Wealth Management Plan

    Put it all together with a personalized plan that takes into account your tolerance for risk, your wishes for passing on your wealth and your preferences for a secure retirement at the date you choose.

Who You Will Learn From

Our staff of professional instructors is composed of the most dedicated people you will ever meet. They will teach you trading fundamentals and advanced techniques like no one else. Each has a unique personality that will keep you on the edge of your seat, waiting for the next "golden nugget" of trading information.

What Students Are Saying

“Anyone who has a retirement account NEEDS to take this class to not lose their wealth! OTA's PAI class provides valuable core strategies for diversifying your retirement portfolio, managing risk, and enhancing yield. I cannot believe I have been settling for 8% to 10% annual returns and thinking it's great.”

, September 2016

“Great method to maintain your wealth. The system allows for a hands on management of your financial assets and allocating them for the actual situation at that time. No waiting and paying others for this service.”

, August 2016

“This ProActive Investor class has been just outstanding to help me put together all my different assets and investments and to help me see the overall picture of where I am going financially.”

, August 2016

“I have been trading stocks for over 10 years and never had the nerve to trade options. This class gave me a good understanding on how options can be traded without the risk I thought they had. Never realized how I could protect my wealth in a down market.”

, July 2016

“If students haven't taken this class I'd strongly recommend it, especially if you are Canadian and have Canadian investments.”

, July 2016

“The ProActive Investor class was a real eye opener on how to safely invest during retirement and still have a more than acceptable rate of return. The skills from this class, when mastered, will give anyone the assurance of how to self-manage their assets and make them grow.”

, July 2016
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