Wealth Management Courses

Wealth Management Courses and Training

Many investors and traders like to think of their wealth as a "big bucket" for more conservative long term planning, and a "little bucket" for active trading. For the big bucket, it's key to manage assets in such a way that wealth continues to grow while risk is mitigated. You can't do this by sitting by and letting your broker make decisions, nor by letting your portfolio run itself. Our wealth management courses help you to find a balance that gives you maximum control with a minimum time commitment. Your quality of life, your retirement and your family's future depends on your personal wealth management.

In addition, today's real estate market provides unprecedented opportunities in the asset class that has created many fortunes. Traders can benefit from highly leveraged transactions, bargain shopping in a fast moving environment, the potential for appreciation combined with current income, tax advantages; and the possibility of a profitable investment that also contributes to quality of life. Learn how to trade for quick turnover or long term gain in our real estate course.

Additional Benefits:

Our courses pay for themselves. Find out how »

Need to retake a course? Learn more »

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    Attend a FREE Power Trading Workshop

    The introductory class required for all incoming students, where, in a few short hours, you'll learn trading strategies that can be applied to any timeframe or trading plan.

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    ProActive Investor

    Learn to think like a professional portfolio manager, whether you are masterminding your own investments or monitoring someone who does it for you. Includes many workshop exercises to improve self-confidence and discipline and drive home what you're learning. 5 days. Part 1 also available as Live! Online.

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    XLT - ProActive Investing

    The XLT – ProActive Investing is an advanced course that builds on the strategies delivered in ProActive Investor. It is intended for students who aim to become extremely proficient at managing their wealth using advanced portfolio management strategies. Online Course.

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    Mastermind Community

    The ultimate elite level for accomplished traders, restricted to those who have completed three previous XLT courses and enrolled in the exclusive XLT - All Asset Mastery.

Round out your portfolio with our Professional Real Estate Investor Course

Learn how to give yourself an "unfair advantage" in today's real estate market by applying the skills and discipline taught at Online Trading Academy to the local and national real estate market. Includes examples of live real estate deals as the class decides to "buy it or let it go." 2 Days. Also available Live! Online.

Core Tax Strategies - Online

Every trader or investor, regardless of their preferred asset class or strategy, is looking for an 'edge' that will minimize their tax liability and keep then in compliance with IRS rules and regulations. This course is designed to give you that edge.

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