ProActive Investor Course

Students are learning how to invest money with courses from Online Trading Academy.

ProActive Investor (5 Days):

Online Course also available in ten 3-hour sessions.

$5,000

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

The ProActive Investor knows the steps required to achieve financial security and live the life they desire—today, tomorrow, and during retirement. The key is understanding the annual rate of return required to achieve your goals, and how to achieve that rate through disciplined investing across multiple asset classes. This is what separates the ProActive Investor from the uneducated investor.

In our five-day immersion class, you’ll learn how to think and invest like a professional money manager as you build a rules-based strategy to increase your wealth and real buying power in a global economy. You’ll define your financial goals, analyze the investing choices available to you, and then start creating a portfolio of assets that minimizes risks and enhances returns. In addition, you’ll review the essentials of managing a 401(k) plan dynamically.

The course includes many interactive scenarios and exercises to reinforce what you're learning — how to hedge against inflation, benefit from currency fluctuations, and grow and preserve capital in good markets and bad. Diversify beyond familiar stocks and funds, plus be willing to rebalance your portfolio as conditions change. You'll leave the class with a self-built portfolio strategy that is based on your investing timeframe, risk tolerance, skills and goals.

Suggested prerequisites: Core Strategy is highly recommended, Professional Options Trader is recommended.

View Course Curriculum View Course Schedule

What You Will Learn

  • Asset Class Allocation and Diversification

    Use a customized strategic allocation combining bonds and options to maximize your rate of return.

  • How to Minimize Risks and Enhance Returns

    Build a rules-based strategy to increase your wealth and real buying power in a global economy. Use REAL supply and demand to properly assess risk and reward.

  • Increasing Your Rate of Return

    Learn how you can maximize your annual rate of return through strategic and tactical allocation strategies in order to reach your financial security goals faster and with less taxes and fees.

  • Creating a Wealth Management Plan

    Put it all together with a personalized plan that takes into account your tolerance for risk, your wishes for passing on your wealth and your preferences for a secure retirement at the date you choose.

Who You Will Learn From

Our staff of professional instructors is composed of the most dedicated people you will ever meet. They will teach you trading fundamentals and advanced techniques like no one else. Each has a unique personality that will keep you on the edge of your seat, waiting for the next "golden nugget" of trading information.

What Students Are Saying

“This class is packed with useful information about how to protect and preserve your wealth, as well as how to make regular money using your money in a safe manner, all while growing your overall wealth. Much of this info is proceeded through in a clear, step-by-step way. Russ Allen is an exceedingly knowledgeable and patient teacher.”

, August 2018

“One of the best courses, where you can combine the fundamentals with long term investing strategy and international markets.”

, August 2018

“PAI is one of the best and most under rated courses OTA offers! If you have a bit of an asset base, this if the first course after Core Strategy you must take!”

, August 2018

“I was once a financial planner. This is the hands on version they don't always teach in many companies. For them, a planner is likely a glorified salesman.”

, August 2018

“ProActive Investor was an excellent experience and the perfect precursor to an Options course.”

, August 2018

“Pro Active Investment is definitely one of the first courses any person who is planning to retire should take. Protect that nest egg. Then, make it grow.”

, August 2018

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