November's Featured Article

Indeed, the end of year is a time to reflect, but it’s also a time to plan and prioritize what’s important to you.  Setting Specific-Measurable-Attainable-Realistic-Timely goals is critical to helping you achieve what you want to do.  At OTA, we are committed to helping you learn the skills, use the tools and build the confidence to trade and invest in a variety of market conditions.  We don’t know with certainty what any day will bring, but goal-setting with your team of Support personnel can be a great first step.  With the new year just around the corner, why not take advantage of our Trade Plan Essentials-Online class being offered on Tuesday, December 21st from 8a – 4pm PT.  Larry Jacobson delivers an exceptional, no-nonsense class showing you how to set goals, use the tools, execute trades, and evaluate trades.  

This 8-hour session covers:

  • Creating a Trade Plan: Using the trade plan creator tool.
  • Repetition of the trade blueprint: We don’t want you to feel like you are repeating content, but it so important to define personal and technical aspects of how you want to trade. It’s about defining your motivators and emotions that can impact how you trade.
  • Value: This course offers the personal touch of helping students organize themselves around the next steps to building the skill and confidence to trade.
  • Access: Students have unlimited access to the course; it is offered either in-center or online at no additional cost.

The Trade Plan Essentials course helps students create a written document of goals and objectives designed to guide their decisions toward achieving their trading and investing outcomes. Throughout the class, students will learn how to research, set, and execute goals that can be reviewed and revised where needed.

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Contact your center today to get enrolled!