Wealth Management Courses
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 in-person
and online 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.
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
To enroll in courses, you must first take a FREE Power Trading Workshop.
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.
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 Wealth Management Course.
Learn how to leverage the unique benefit of true non-correlated markets in which there's always an opportunity somewhere, and your goal is to find it and
profit. This is an Online Education Course.
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
them in compliance with IRS rules and regulations. This course is designed to give you that edge.