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.

$5,000

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

“I am a novice in the world of managing my own money. After this class I feel the most comfortable taking my IRA away from the broker managing it and doing it myself. Even not doing so, I would feel more at ease knowing exactly what is going on with my assets. Prior to this class I would have never dreamed of attempting to do it myself. Great class and Russ was an awesome instructor!”

, November 2016

“Another great learning experience. The prep work on the MYOTA website, homework and XLTs were great preparation for the course. The other students were extremely helpful which made it a fantastic learning environment. My understanding of the PAI has given me the confidence to invest in another revenue stream I didn't think I was able to do. OTA makes learning investing easy so anyone can apply the techniques taught by OTA.”

, November 2016

“This course is well-worthwhile for those interested in increasing their income through various financial instruments. The teacher explained how to invest and balance your portfolio, as well as using options to increase your income and protect your wealth.”

, November 2016

“I highly recommend ProActive Investor. It's liberating to fire your professional adviser and take control of your own portfolio. This class teaches you how to manage your money and feel confident that you can protect your account from the flawed "buy and hold" strategy. Plus the weekly XLT's give you continuing guidance so you have on-going support. ”

, November 2016

“The new Proactive Investor program, like the rest of OTA courses, seamlessly builds on Core Strategy. The new PAI course weaves all of the asset classes trading strategies together and completes the overall big picture of professional trading. This helps each individual student regardless of the type of trader they are, to apply various income producing strategies learned in the previous courses plus new strategies for long term wealth building in the safest possible manner.”

, October 2016

“I came away from this class with a better understanding of options, how they work and how to apply them in PAI and in my personal accounts. Gary Rozak's past experience and knowledge of options and how they are used to protect and grow my wealth bucket has been invaluable. I look forward to taking his class again in the future because I always find things that I missed the first time around.”

, October 2016
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