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

“Proactive Investing is the "why" I joined OTA. The other asset classes are just a bonus. As for this course, it is well-designed to achieve above market results. I've done well using these skills, but after an online retake, I now know where I can do even better.”

, April 2018

“The PAI program gave me a ton of real life, immediate tools to understand and control my financial destiny. At 63, I wish I would have had it 20 years ago; and to that end, I cannot think of a better gift to give my children.”

, March 2018

“Outstanding class - great method for protecting our retirement savings.”

, March 2018

“PAI should be a required course in OTA ... The course brings everything into focus.”

, March 2018

“For anyone who wants to make sure they have done the best they can to provide enough assets so they have enough to last until they have reached an old age, OTA's Proactive Investor course is essential. It teaches how to design an appropriate strategy of investing to attain the rate of return necessary to achieve the assets required to last for a long life.”

, March 2018

“I would highly recommend PAI class after completing the core strategy class. This class will show you how to organize your plan for retirement, making it possible to retire earlier than you might have planned otherwise. Thank you, OTA.”

, February 2018

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