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The Extended Learning Track (XLT) - ProActive Investing is an advanced strategic wealth management course that builds on
the strategies delivered in ProActive Investor. Students learn advanced strategies to protect, manage and grow their wealth like a professional.
Investing and trading alongside their instructors and fellow classmates, students gain the ability to apply the 3 key investing strategies to live, real-world
opportunities. XLT - ProActive Investing is specifically designed to arm students with wealth management solutions to safely attain the rate of
return necessary to achieve and maintain their desired lifestyle.
Each two-hour online session consists of a live advanced skill building lesson and strategy application. The advanced skill building lesson
gives you the tools needed to safely attain the all important rate of return you desire and will help you to protect, manage, and grow your
wealth like a professional. During the strategy application portion of the sessions, professional Online Trading Academy certified instructors
will lead XLT members through a hands-on experience of using supply-and-demand-market-timing, technical asset allocation, cash secured puts and
covered calls in powerful ways that preserve and grow your wealth.
Prerequisite: ProActive Investor.
View Course Curriculum
XLT - ProActive Investing
Course Type: Online
Duration: 2-2hour sessions/week for 12 weeks (with Lifetime Retake Option)
The ProActive Investor knows what annual income is needed to live the life they desire today, tomorrow, and during retirement. Based on your current income and savings, regardless of the amounts, you know the annual rate of return required to create the yearly income needed to live the life you desire. In ProActive Investor, you re-created your desired annual income ("paycheck") with Online Trading Academy's three simple rules-based process. This is what separates the ProActive Investor, YOU, from the average investor.
You are clearly empowered to make financial choices (without the need of a financial advisor or planner) to give the greatest reward for the least risk. You know how financial markets really work, you can select the proper planning techniques, and identify the tactical asset allocation, and rules-based strategies that assess real market value based on the objective laws of supply and demand.
The ProActive Investing XLT takes your educational experience one step further. It is an advanced level course that allows you to build on the strategies delivered in ProActive Investor and strengthen your wealth plan. If you have taken the full 5 -day ProActive Investor course you can also advance your knowledge and skill through application of the 3 key investing strategies.
Each two-hour online session consists of a live advanced skill building lesson and strategy application. The advanced skill building lessons give you the tools needed to safely attain the all-important rate of return you desire, and will help you to protect, manage, and grow your wealth like a professional. During the strategy application portion of the sessions, professional Online Trading Academy certified instructors will lead XLT members through a hands-on experience of using supply-and-demand-market-timing, technical asset allocation, cash secured puts and covered calls in powerful ways that preserve and grow your wealth.
You will experience in-depth technical and fundamental analysis of asset classes, economic cycles, interest rates, emerging markets and investment strategies. In addition, you will cover advanced topics in portfolio positioning, financial calculations, price charting annuities, and dynamic RRSP management. And...you will find the best home for your financial capital; show your financial advisors how you want your money managed; avoid the seductive market traps that prey on the average investor; and maintain your wealth management plan for now, your tomorrow and throughout retirement.
As a XLT-ProActive Investing student, you will become extremely proficient at allocating your investment capital to the right asset class at the right time is, and truly understand this key component to attaining low risk wealth.
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.
This course is for individuals worldwide seeking a professional, simple rules-based process to wealth creation and protection. Whether you are just beginning your career or are retired; the knowledge, concepts, tools, and rules delivered in XLT - ProActive Investing are equally important in your quest for long-term financial well-being. Students must have completed the ProActive Investor class to join the XLT.
- Delivered in an online virtual classroom
- 2 hour sessions - twice a week
- 1 hour lesson
- 1 hour strategy application
- 12 weeks long
- Lifetime retake option
To clearly understand and properly execute Online Trading Academy’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 XLT - ProActive Investing course.
First 4 weeks:
- The PAI Process
- Calculating the Rate of Return you need
- Designing an appropriate Strategic Asset Allocation (Portfolio)
- Designing and Rebalancing a Diversified PAI Portfolio
- Retail Vehicles
- Advanced Vehicles
- Managing Your RRSP Dynamically
- Bond, Fixed Income Securities
Second 4 weeks:
- Building Fixed Income Positions
- Exchange Traded Funds (ETFs)
- Protecting PAI positions
- Buying Discounted PAI Positions
- Renting out PAI Positions
- Building Optional Break Out For Free (BFF) trades
- Building Yield-Powered Market Positions
- Timing a PAI Portfolio in Up Markets
Third 4 weeks:
- Building Optional Defensive Positions
- Timing a PAI Portfolio in Down Markets
- Understanding PAI Analysis Techniques
- ProActive Order Entry within Tradestation
- Odds Enhancers: Willing to Buy Zone
- Legacy Advanced PAI Analysis