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

“The program teaches not only technique but history, psychology, social structures and unique insights that combine to a large world view. It correlated all the tidbits of information that I have collected over my life and empowered me to do something with it. ”

, April 2017

“The ProActive Investor course covers very safe and effective methods of protecting and growing your wealth. The methodology, if followed I think, will provide a good way to achieve the retirement lifestyle that is desired.”

, March 2017

“The class was very instructional and informative. It gave me important information about why I should change my long term wealth strategies and how to implement the change. Cathie Morrison has been a very enthusiastic and knowledgeable instructor.”

, March 2017

“The class was so informative with so much new information. Alex was great and kept everyone and the topics so upbeat, it really made the day fly by. Every time I take an OTA class I am amazed at how great the instructors and information have been. Looking forward to my next learning experience!”

, March 2017

“This class pulled all of the other classes together and the picture cleared up. I needed this to provide the continuity and to provide the information I needed to give me the hope of being able to actually make this work.”

, March 2017

“I enjoyed the new material, learning the new trading strategy. I appreciate that this program is fluid to adjust to the changing market conditions (low volatility situation with options). I would have appreciated more information and time on bonds and using a bond screener, which unfortunately was not available during this class. An enjoyable and well paced class. Paul is very knowledgeable and kept the class focused on rules and execution.”

, February 2017

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