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 Introductory 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 course should be taken right after Core Strategy, which basically lays the foundation for the Options course. Sean Reed is an awesome instructor with a high level of knowledge and experience on the subject matter. He goes above and beyond the expectations. It was the best one week at the Irvine campus this year so far for me.”

, January 2020

“I truly enjoyed this course and feel it gives me a very comprehensive approach to what I should do with my entire portfolio (that I have not been getting from my financial advisor). It has greatly benefited me.”

, November 2019

“Proactive Investor was the course that I wish I had taken 20 years ago when was still working. Knowing how to calculate my ROI--and how to use that information to allocate my funds to protect my principal and enjoy better growth--would have helped me make better use of my 401k and my wife's IRA and trust investments. But, thank you, OTA for now helping me move forward using those strategies in my retirement.”

, November 2019

“The financial education gained at OTA is extremely valuable. ProActive Investor (aka Strategic Market Investor) is a "must-take" class for all who want to learn how to put their money to work in order to achieve their desired long-term income and retirement goals.”

, November 2019

“A lot of very pertinent content applicable to the overall subject gave me/us a VERY clear focus on better managing our portfolio.”

, November 2019

“I just completed a Proactive Investor (PAI) class that introduced OTA's all-new, recently updated 2020 content/materials/process and think it's terrific! Kudos and thanks to the team responsible for the revisions. PAI is a “hidden gem” in the OTA treasure chest of trading wisdom that everyone should grab at.”

, November 2019
Free Class