ProActive Investor Course

Duration: Part 1 = 2 days, Part 2 = 3 Days (with Lifetime Retake Option)

Print Curriculum

Overview

Part 1

The ProActive Investor knows what annual income is needed to live the life they desire today, tomorrow, and during retirement. Based on their current income and savings, regardless of the amounts, the ProActive Investor knows the annual rate of return required to create the yearly income needed to live the life they desire. Re-creating your desired annual income ("paycheck") can be done with Online Trading Academy's three simple rules-based strategies. This is what separates the ProActive Investor from the average investor.

The ProActive Investor course empowers you to make financial choices that give you the greatest reward for the least risk. These choices require a solid understanding of how financial markets really work, proper planning techniques, tactical asset allocation, and rules-based strategies that assess real market value based on the objective laws of supply and demand. With proper education and a well-defined plan, you can take the action needed to make your dreams a reality for today, tomorrow and during retirement.

In Part 1, you will be introduced to the ProActive Investment Process. Through a series of skill-building lessons, real-life scenarios, and interactive exercises, you will learn - how to set proper goals to help attain the standard of living you desire, the pros and cons of different asset classes, how to use price charts to identify key market turning points and how to recognize the next big trend in advance. You will use different investment vehicles to gain tax deferred wealth, recognize changes in economic cycles in advance, use a variety of financial calculators to assess the real health of your wealth, identify market demographics and properly allocate the right mix of assets in your portfolio. During this course you are not only learning, but also building your Wealth Management Planner. By the end of this course you will have created your own Wealth Management Planner which will guide your financial decisions going forward. This course empowers you to make the right choices that produce the income needed to enjoy the standard of living you desire.

Part 2

This course adds to the solid wealth foundation built in Part 1. You will learn how to manage a total view of your wealth, including cash, stocks, bonds, commodities, real estate, gold...and more. ProActive Investor, Part 2 explores a deeper understanding of market fundamentals, market demographics, investment choices, asset allocation, fees, taxes, and estate planning. The benefits, opportunities and pitfalls of each asset class are explained. The course also answers important questions about the benefits and limitations of the 401(k) and features other retirement financial vehicles such as ETFs that can help diversify your portfolio.

Beyond asset and investment selection, ProActive Investor, Part 2 teaches you very specific simple rules-based options strategies to maximize your rate of return. The course also empowers you with the skill and confidence to read price charts and assess real supply and demand in any market. This key skill allows you to identify market turning points in advance; helping to time the market's next move. The ability to anticipate the market's next move is the key to low risk and high reward investing. A series of interactive lessons bring together all these concepts and strategies into your personal comprehensive Wealth Management Plan which began in ProActive Investor, Part 1. You will leave this course with a complete action plan for how and when to evaluate, rebalance and optimize your portfolio for both real capital preservation and secure growth.

This course is a "must have" for anyone who is serious about optimizing their investing performance; and for anyone wishing to receive professional guidance into the "new normal" of effective wealth management. It empowers you to attain the standard of living you desire today, tomorrow, and during retirement.

Audience

This course is for individuals worldwide seeking a professional, rules-based approach to wealth creation and protection. Whether you are just beginning your career or are retired; the knowledge, concepts, tools, and rules delivered in ProActive Investor are equally important in your quest for long-term financial well-being.

Program Format

• Delivered through a combination of lecture and interactive scenarios and exercises
• Each day is approximately 8-hours in length with morning, afternoon and lunch breaks
• Use of computers in a hands-on setting with access to live financial markets
• Delivered in a physical classroom setting
• Student can take Part 1 and Part 2 and XLT or take Part 1 and XLT (bypassing Part 2)

Learning Objectives

Upon completing this course you will:

• Identify your financial goals
• Distinguish between conventional wealth management and professional wealth building
• Use REAL supply and demand to properly assess risk and reward
• Build a rules-based strategy to increase your wealth and real buying power in a global economy
• Analyze financial choices
• Create a portfolio of assets that minimize risks and enhance returns
• Use strategic and tactical asset allocation strategies to maximize rate of return
• Objectively and effectively assess your unique short-term and long-term needs for optimal performance

Prerequisites

There are no prerequisites for this course.

Course Materials

Part 1

To be able to participate actively in the course exercises, each student will need to bring in a pre-course Wealth Management Worksheet completed at home in advance of the class. In addition, each student will receive a bound booklet with all class slides printed in color. There is room to write notes. They will also receive a Wealth Management Planner that should be brought to each class.

Part 2

Each student will need to bring their Wealth Management Planner to Part 2. They will receive a bound booklet with all class slides printed in color. There is room to write notes.

If a student participates in Part 1 and Part 2, each student will receive:

• Pre-course Wealth Management Worksheet
• Part 1 Course Booklet - class slides
• Part 2 Course Booklet - class slides
• Wealth Management Planner

If a student participates ONLY in Part 1 each student will receive:

• Pre-course Wealth Management Worksheet
• Part 1 Course Booklet - class slides
• Wealth Management Planner

Specific class handouts and any additional material the instructor provides for the course, may be included, so student can easily refer to all class material after the class.

XLT

Each student will need to bring their Wealth Management Planner to XLT and the Part 2 booklet.

Course Outline

The following detailed outline contains the topics and subtopics covered in the ProActive Investor course.

Part 1 - Day 1: Assessing Health & Wealth

• Goal Setting
• Financial Basics
• What Data to Collect?
• Analyzing Choices
  • Use Retirement Planner
  • ProActive Choices
    • Save More
    • Increase ROR
  • ReActive Choices
    • Retire Later
    • Spend Less
• Use Budget Planner
• Improve ROR by reducing Fees and Taxes

Part 1 - Day 2: Asset Management

• Define Types of Assets & Asset Classes
• Explore Asset Classes
• Equities
• Fixed Income
• Cash & Cash Equivalents
• Explore Investment Vehicles
• Individual Securities
• Mutual Funds
• ETFs
• Define Asset Allocation dependencies
• Time Horizon
• Risk Tolerance
• Balancing Risk & Reward
• Economic Cycles
• Full Recession
• Early Recovery
• Late Recovery
• Early Recession
• Market Demographics
• Sectors
• Capitalization
• Style
• Re-Allocation Dependencies
• Evaluating investment profile
• Calendar
• Market Timing
• Use Investment Questionnaire
• Rules-Based Growth Strategies
• Real Market Value
• Price Charts - Supply & Demand
• Interest Rates
• Foreign Currencies
• The ProActive Investor Edge - Market Timing & Asset Re-Allocation
• Secured Puts and Covered Calls

Part 2 - Day 1: Market Dynamics

• Market Fundamentals
• Price Earnings Ratios
• Strategies
• Price Charts, Supply & Demand, Market Turning Points
• ProActive Secured Puts
• ProActive Covered Calls

Part 2 - Day 2: Allocation Strategies

• Other Asset Classes
• Portfolio Construction
• Approaches to Asset Allocation
• Strategic Asset Allocation
• ProActive Tactical Asset Allocation

Part 2 - Day 3: Creating a Wealth Management Plan

• Estate Planning
• Annuities, Wills, Probate, etc.
• Developing Your Plan