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.


XLT - ProActive Investing


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 combination of instructor, content and real life applicability came together for an extremely productive week that has me prepared to proactively manage my longer term (IRA / 401k) investments.”

, March 2019

“PAI gave me a solid understanding of long term wealth management strategies, and key components of bonds, equities and options trading. I learned several things that can positively impact my financial well-being almost immediately!”

, March 2019

“The PAI course will give every investor the tools they need to manage their wealth and to create more. Best of all, you can do it safely. You can customize your investment strategy depending on your goals, risk tolerance and portfolio size. What more could you ask for? Say goodbye to your loser investment manager and take the reins yourself.”

, March 2019

“It doesn't matter how much money you make, it is how much you keep, and this class addressed that quite well. Learned several tweaks to strategies that I was already using that should increase my probabilities of success, as well as several new ones.”

, March 2019

“The Pro Active Investor class exposed me to a method to manage my own retirement funds. I am now confident in moving my investments into an account and charging ahead, with confidence I will exceed the returns achieved by a fund manager.”

, March 2019

“PAI is very helpful for understanding retirement financial needs, and ways to meet those needs yourself, not just leaving it to others and market variations.”

, February 2019

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