Course Type: On Location, Online (both with Retake Option)
Duration: On Location - 5 days, Days are approximately 8 hours with morning, afternoon, and lunch breaks
Online - ten 3-hour sessions
The Pro Active Investor knows what annual income is needed to live the life they desire today, tomorrow, and during retirement. Based on their current income and savings, regardless of the amounts, the Pro Active Investor knows the annual rate of return required to create the annual income needed to live the lifestyle they desire. This is what separates Pro Active Investors from average novice investors.
The Pro Active Investor course empowers you to make financial choices that give you the greatest reward for the least risk. These choices require a solid understanding of how financial markets really work, proper planning techniques, a strategic asset allocation (i.e. portfolio), and rule-based investment strategies that assess real market value based on the objective laws of supply and demand. With proper education and a well-defined plan, you can take the action needed to make your dreams a reality for today, tomorrow and during retirement.
During the course you will be introduced to a simple 3-step Pro Active Investment Process.
Later, through a series of skill-building lessons, real-life scenarios, and interactive exercises, you will learn - how to set proper goals to help attain the standard of living you desire, the pros and cons of different asset classes (including cash, stocks, bonds, commodities, real estate, gold…and more), market fundamentals, market demographics, how to make investment choices and design a proper asset allocation (portfolio), the impact of fees and taxes; and you will review and practice how to use price charts to identify key market turning points and how to recognize the next big market trend in advance.
You will also learn how to manage a total view of your wealth, you will use different investment tools to gain wealth, use a variety of financial calculators to assess the real health of your wealth, identify market demographics and properly allocate the right mix of assets in your portfolio.
The course also answers important questions about the benefits and limitations of the RRSP providing a specific dynamic methodology to manage RRSP plans efficiently; and features other retirement financial vehicles such as ETFs that can help diversify your portfolio, as well as Options in order to maximize your rate of return; enhancing your capital preservation.
During this course, you are not only learning, but also building your specific Strategic Asset Allocation (Portfolio). By the end of this course, you will have the knowledge to create and maintain your own Pro Active Investor Portfolio (without the need for a Financial Advisor or Planner), which will guide your financial decisions going forward.
This course is a "must have" for anyone who is serious about optimizing their investing performance; and for anyone wishing to receive professional guidance into the “new normal” of effective wealth management. It empowers you to attain the standard of living you desire today, tomorrow, and during retirement.
This course is for individuals worldwide seeking a professional, simple rule-based approach to wealth creation and protection. Whether you are just starting out or have retired; the knowledge, concepts, tools, and rules delivered in Pro Active Investor are equally important in your quest for long-term financial well-being for yourself and your family.
Core Strategy Program, Online Student Orientation and the Platform Orientation are required pre-requisites for this course. Professional Options Trader Course is recommended.
- Delivered through a combination of lecture and interactive scenarios and exercises
- Use of computers in a hands-on setting with access to live financial markets
- Each day is approximately 8-hours in length with morning, afternoon and lunch breaks
- Delivered in a physical classroom setting
- Pre-Class Essentials are taken online from home prior to the class to help shorten the learning curve
- Student will access the XLT after taking the course
To clearly understand and properly execute OTA’s rule-based Core Strategy in order to attain short term income and long term wealth.
The following detailed outline contains the topics and subtopics covered in the ProActive Investor course.
Introduction to Options and Long-Term Wealth concepts taught during the Proactive Investor class.
Introduction to Wealth Management terminology and an overview of the various Proactive Investment Process, as well as Step 1 of the PAI Process: Learning how to calculate the appropriate rate of return you need to live on and retire.
Basic rules for trading options for long-term wealth, Step 2 of the PAI Process: Designing a diversified PAI Portfolio utilizing the appropriate strategic asset allocation (portfolio) to meet the required annual rate of return you desire. Lastly, you will be introduced to fixed income vehicles.
Learning how to place options orders for long-term wealth, as well as Step 3: Operating pertinent rate of return strategies (five long-term wealth opportunities for income and retirement).
Step 3 of the PAI Process continues with learning how to trade options as part of your PAI Portfolio strategies. You will also learn the appropriate steps for timing a PAI Portfolio to meet your desired annualized rate of return, while using our proprietary PAI Odds Enhancer tools.
Through use of Fundamental Analysis, you will discover the most common factors that could impact the thinking of investors. You will also learn the technique of re-balancing of your PAI Portfolio, which will help you to take advantage of opportunities after the market has moved.