Announcing our New Strategic Investor Program for Financial Wellness

We are pleased to announce our latest release of one of our core programs:  Strategic Investor, in a fully self-paced, on-demand format.  This is an exciting evolution of our longstanding prior program previously called ProActive Investor.

Beginning with a solid foundation in the fundamental principles of personal financial management and a broad overview of stocks, bonds and 401(k) plans, it progresses through long-term wealth planning and the key steps to strategic investing.

Students learn how to custom tailor a Strategic Asset Allocation model to fit their personal objectives, as well as approaches to rebalancing their portfolio to avoid undue market risk. For those employees with 401(k)’s, these lessons are particularly valuable, but  OTA’s curriculum and education resources can help any active trader or investor to develop skills and disciplines to better navigate the financial markets and their financial wellness.

The curriculum is designed for all learning styles and time constraints. Find out more [link].



For educational purposes only. Trading is risky and you can lose money