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

“I attended the Personal Trading Plan Class at OTA. Found it to be very helpful. Left class with everything I needed to write my plan and have it reviewed by a professional. Evan was a great instructor, found him to be thorough and easy to understand. All Instructors here have been excellent so far.”

, March 2018

“The personal Trading Plan course is extremely useful to establish both your expectations of your future as a trader as well as the expected amount of time necessary to become successful. It is also nice that it is a stand alone course that does not require a foundation of knowledge, but is essential to fully develop any trader regardless of experience.”

, February 2018

“This course has been very helpful in planning what I need to do to reach my goal. Having this direction and overall plan will be very helpful. The personality test confirms what I need to focus on to be successful in trading.”

, January 2018

“This class enabled me to focus on my personal trading goals and how my decisions and education path will impact the learning curve and attainment of my goals. ”

, December 2017

“It's always awesome to be around other traders supporting one another and helping one another. In addition to figuring out my trading plan, I left the class inspired and encouraged.”

, December 2017

“Great class before taking Core Strategy to ask questions and get some hands on experience with the resources available to learn and practice at home and have exposure to the information we are to receive and the software we are to use.”

, November 2017

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