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 Half-Day Class.

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: Core Strategy is 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

“Feel so happy I found this course-makes me feel so much more confident to be able to manage my own money for my retirement. I think this information is really going to change my life. ”

, May 2017

“Having taken Core Strategy and Futures, the PAI really brings everything together and the pieces start falling beautifully in place, to the point that I look forward to the next few weeks practicing and, of course, trading live. Not to mention, I now have very high hopes for the upcoming Options course in June. It is now that the real depth of all the hard work of the OTA team is starting to show. Well done!”

, May 2017

“Every college should require students to take a course that covers the portfolio design and asset selection and allocation portions of ProActive Investor. Nobody should be dumb about investments! Absent of that, OTA's ProActive Investor program will prove out to be well worth the money it costs.”

, May 2017

“I am looking forward to putting all that I've learned in this class into action in my own IRA. It met and exceeded my expectations as to what can be done in my account.”

, May 2017

“OTA is an amazing value, not only in the opportunities it can provide for income improvement but also in ongoing education in trading. The PAI class was a whole lot of information and I found myself wishing I had taken the Options class first. That being said, the instructor and the material were outstanding, exactly what I was looking for as far as wealth management alternatives.”

, May 2017

“Proactive Investing is the main reason I signed up for Online Trading Academy to help protect and grow our retirement funds. This class has been all I expected, and with the other classes has provided an understanding of trading and investing I never knew before. Thanks OTA!”

, April 2017

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