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.


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

“Proactive Investor Program is very helpful when managing your own portfolio with a generous emphasis on protecting your assets, as well as generating a needed return on your investments. Tom has a wealth of experience and shares a great deal of information that is not included in the manual. Plus, he has a good sense of humor and knows how to pace the class.”

, September 2017

“The pro-active curriculum gives you the "secrets" to making the most money in the least amount of risk. If you follow the rules correctly, I would venture to say that the risk is very minimal. I'm very excited to incorporate what I have learned in the pro-active course to use for my investment portfolio.”

, September 2017

“The program is a must for anyone that wants to prepare for retirement at any age. You'll learn what's needed to understand and grow your money into retirement.”

, September 2017

“ProActive Investor is a great course. There is so much material that was covered in this class and Tom was a great instructor. He is so clear in his explanations and he was so excited to share all his knowledge. I feel much more comfortable about Trading and better able to start my retirement plan.”

, August 2017

“The ProActive Investor is one of the most Dynamic Long Term Investment Strategies I've ever seen. It covers all aspects needed to determine the amount of funds needed, securities required, rate of return needed, age of retirement and various additional factors so you will not run out of money in your lifetime. Great strategy, and the instructor, Mr. Paul Orme is fantastic in his ability to make the course informative, understandable, interesting and sometime humorous to get an important point across. He makes sure everyone understands the process before moving on to the next chapter. Mr. Orme also gives hands on instruction to help the student understand the concept and the use of the computer. I really needed this extra help! In my opinion, Mr. Orme was a fantastic instructor and gave of his time even after class. Online Trading Academy "Hit A Home Run Again"!!”

, July 2017

“I joined OTA to learn to protect my investments I have, and to grow them. I also want to learn how to provide my family with additional monthly income. This ProActive Investor Class has provided the tools and strategies to be successful in the protecting and investing part of my plan. Thanks OTA.”

, July 2017

Over 100,000 Lessons from the Pros readers. Check out last week's issue.

Free Class