ProActive Investor - Canada

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

ProActive Investor - Canada (5 Days):

Online Course also available in ten 3-hour sessions.


Get Started with Your Financial Education

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 retirement 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

“The PAI class encompasses a great variety of potential investing questions by presenting many possible opportunities for self-directed investing and staying on track with those investments. Terrific class for anyone interested in managing their assets into growth positions! Excellent and appropriate for any person of any age!”

, February 2018

“ProActive Investor opens your eyes to the possibilities of what you can do to manage your portfolio in up, down and sideways markets. What a powerful tool to shape your on-going return on investment and have the opportunity to achieve your targets!”

, January 2018

“The ProActive Investor course is very detailed and covers a lot of material. I learned a lot and feel like this is the kind of course that I will take again in a few months to make sure I'm using the instruction, tools and guidelines properly.”

, January 2018

“Being retired, the ProActive Trading Class helped me further understand what I need to do to protect and grow my portfolio.”

, December 2017

“Really learned things that work for long term and retirement portfolio management.”

, December 2017

“The PAI program is intense, but the instructor took the time to make sure everyone in the class had a basic understanding of the content before moving to the next concept. Having others in the class at my level made the learning more interesting and we worked together to help our understanding.”

, December 2017

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