Evaluation

Determining if Online Trading Academy is the Right Match for You

Because of our desire to ensure success, all candidates must complete a comprehensive qualifying process before being selected.

To help discover if you are the type of person who could be successful at this business, please review the following skills and character traits:

  • Do you have good overall leadership and management abilities?

  • Can you build and develop a well-rounded, talented and driven team?

  • Are you willing to commit to and be involved in having a daily hands-on role in the business?

  • Do you possess an entrepreneurial spirit and a tremendous drive to succeed?

  • Do you have sales experience and do you enjoy the sales process?

  • Do you have experience running a successful business?

  • Are you willing to follow our proven business model?

  • Do you have a net worth of at least $500K?

  • Do you have liquid cash of at least $200K?

If you feel that your skills and characteristics match those listed above, then we invite you to take a closer look at our program.

Steps to Getting Started

Step 1: Complete the inquiry form for more information. Your information will be sent to Ralph Loberger, VP of Business Development. You will also receive an email with more information about this opportunity and about the history of Online Trading Academy.

Step 2: Phone consultation with our VP of Franchise Sales. You'll receive a call from us within 2 business days to determine the best times and dates for an initial phone consultation that is designed to help you determine if the Online Trading Academy franchise could be right for you.

Step 3: Review a Franchise Disclosure Document and more detailed information about the franchise opportunity. If you're interested in taking a deeper look at Online Trading Academy, a comprehensive Franchise Disclosure Document will be sent to you to give you a thorough understanding of the costs associated with buying and operating an Online Trading Academy.

Step 4: Meet the Management Team. If you decide that owning an Online Trading Academy franchise is right for you, we will arrange a visit for you to spend a day with us at our corporate headquarters in Irvine, CA. During this visit you will meet the executive team and be able to attend one of our workshops to see, first hand, our sales process and to get a sense for what it takes to own and operate an Online Trading Academy franchise.

Step 5: You Make the Decision. Once you've completed your visit and received detailed information about our company and the franchise network you will have all of the information that you will need in order to make your final decision. If you decide to move forward, you will execute a franchise agreement and you will become the sole Online Trading Academy franchisee in your territory.

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