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: 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 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

“I am very satisfied to be able to attend Gary Rozak's PAI class. Learning from one of the best on capital protection. Following his lessons and doing a review of portfolios of the things that should or should not be done re-enforces to bring out mistakes that could be made. Overall, the lessons learnt will benefit me throughout my trading journey.”

, January 2017

“I became involved with OTA after watching my parents outlive their retirement. Upon looking at my situation, I realized that following my financial planner's strategy I was heading down the same road as my parents. After taking PAI course, I now have the tools to analyze my situation, come up with a plan of attack and the knowledge to execute that plan where I will be able to retire a minimum of 7 years earlier and live until I am 100 and still leave a substantial nest egg to my relations.”

, January 2017

“PAI Class material and instructor Derek Zelek are awesome. If you desire to understand and control your financial destiny, you need to take the next step to get educated. OTA is that next and final step. The rest is up to you.”

, January 2017

“Excitedly learned an improved and simpler implementation of my trading plan. Thus I can trade for both income and wealth with greatly improved confidence and sharper focus of opportunities to consider and evaluate.”

, December 2016

“The ProActive Investor class is well worth the price. I recommend the class to anyone who is willing to protect their own assets. The instructor is very knowledgeable and passionate about the subject.”

, December 2016
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