Personal Trading Plan

Personal Trading Plan

Personal Trading Plan (1 Day):


To enroll in courses, you must first take a FREE Half-Day Class.

This intensive course will help you tackle one of the most challenging obstacles faced by new and experienced traders: how to develop a decisive trading plan. You'll learn to develop an honest personality profile of yourself and tailor your trading plan to consider your skill level, personality, risk tolerance and other important factors. Finally, you'll learn to develop a consistent trading routine and review process of your trades.

Suggested prerequisites: Any on-location course in stocks, options, futures or Forex.

View Course Curriculum View Course Schedule

What You Will Learn

  • Getting Started

    Learn the basics of trading and how to set a daily routine and stick to it.

  • Your Personal Trading Plan

    Create your personal Mission Statement and Trading Goals based on preferred asset class(es), risk tolerance, trading style and other considerations.

  • Advanced Money Management Strategies

    Learn how to position yourself so you are always able to take advantage of market opportunities while never letting losses overwhelm your gains.

  • Practice Makes Perfect

    Understand how to properly critique your own performance and adjust your trading plan on an ongoing basis.

What Students Are Saying

“Very valuable as the class sets realistic foundational elements needed to start trading.”

, January 2019

“I really had no idea how to formulate a personal trading plan until I took the course. Evan made the concept very simple, yet thorough. I'm glad this was the first course prior to Core Strategy, because I have a better idea of how I need to trade to build income and wealth.”

, January 2019

“I recommend this class to each and every OTA students. The class is very informative. It will save a lot of time struggling to set the personal tading goals and plan. Trading is a goal oriented activity, and traders need a direction.”

, January 2019

“The Personal Trading Plan class lays a solid foundation around why it is important to establish a solid, rules-based plan and stick to it. It helps to put the novice trader at ease with the decision to enroll in the academy.”

, January 2019

“Walking into the Trade Plan Class as an utter novice (is there a level below novice? because that's how little I know about trading!) I was a little nervous and not sure if I was going to be able to catch-on. Turns out, I worried for nothing! The information was given at a good pace and questions were answered clearly and encouraged by our instructor, Evan. Having a set plan takes a huge weight off my shoulders and I feel like I have a much clearer picture on where to go from here with my day trading business. I can't wait to get started and meet my goals towards financial stability!”

, November 2018

“Great content and gives a good understanding of all ETFs and various platforms. A terrific learning experience - wish I had taken courses a long time ago.”

, November 2018

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