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 sales 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 managing a fully developed and proven 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 $1,000,000?
  • Do you have liquid cash of at least $500K?

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

  1. Step 1

    Complete the inquiry form for more information. Your information will be sent to Ralph Loberger, VP of Business Development.
  2. Step 2

    Phone consultation with our VP of Business Development. You'll receive a call from us 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.
  3. Step 3

    If you're interested in taking a deeper look at Online Trading Academy after your initial call, fill out a Franchise Application and receive a comprehensive Franchise Disclosure Document from us. This document will provide you with detailed information about the business model and a thorough breakdown of the costs associated with buying and operating an Online Trading Academy franchise.
  4. Step 4

    Meet the Management Team. If you decide that owning an Online Trading Academy franchise could be 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.
  5. Step 5

    Making the Decision. Once you've completed your visit and reviewed your FDD you will have received detailed information about our company and the franchise network. We will have also had a good chance to get to know you. When we are all comfortable that we have completed our due diligence process and we and you agree that this is a good fit, then we will both execute a franchise agreement and you will become the sole Online Trading Academy franchisee in your territory.

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