Personal Trading Plan

Personal Trading Plan

Personal Trading Plan (1 Day):


To enroll in courses, you must first take a FREE Introductory 3-hour 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

“Trade Plan was the most awesome class ever. After writing my plan, I feel confident to enter my first live trade.”

, August 2019

“this has been a very eye opening and informative class, with many Light Bulb moments. David Powell”

, May 2019

“This Personal Trading Plan course was very informative, ranging from my personal style, direction, and plan, to global considerations when considering what to trade and how to trade it. ”

, April 2019

“This class was very informative. I am brand new to all of this - including stocks. My instructor, Evan, answered every question (and more). He went into explaining what to expect when we get into our classes and how to create our personal trading plan. This is so we could be more sure of what we are doing before we do it. I am very excited, and more confident, that this is what I want to continue to do. I can't wait to start the actual learning process of Forex.”

, March 2019

“Personal Trading Plan class is a fantastic way to start the journey to trading. Gives a great foundation and keeps your WHY in focus.”

, February 2019

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

, January 2019

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