Tuition rebates are also available from our affiliated broker/dealers!
Course Description
If active trading (as opposed to investing) is not for you or if you do not wish to spend a great deal of time in front of a computer screen, then Active Investing is the answer.
Our Active Investor Course is a 2-Day course for the investors who want to have personal control over the dynamics of their financial portfolios. This course will apply specifically to U.S. equities but also answers a number of questions for most long term instruments.
The course is designed to Teach You to:
• Understand the True Market Place
• Design a Investment Plan that is Repeatable
• Find Stocks that are Worthwhile
• Develop Strategies and Tactics that are High Probability Successes
• Use "Real" Risk Management
• See Set-ups through a combination of Fundamental and Technical Analysis
• Execute your Plan with Professional Tools and Proper Order Routing
• Develop a Professional Discipline to allow You to Achieve your Goals
This course will take you through each and every step of developing and implementing an Active Investing Portfolio. This is a "hands-on" course where you will actually do the stock selections, do the disciplined screening, do the planning and setup the execution. This course will teach you "why" people like Warren Buffett, Peter Lynch, Sir John Templeton and others are rich beyond belief.
Active Investor Course Schedule
DAY ONE
DAY TWO
Introductions
Media and Perception
• The Crash
• The Boom
Distinguishing Time Horizons
• The Active Trader’s Viewpoint
• Account Separation
• About the Investment Account
Portfolio Diversification
• The Great Debate
• Foundation Principle I
• Traditional vs. Non-Traditional
Asset Classes
• Cash Discussion
• Fixed Income/Bond Exercise
100 Years in Equities
• Invincible Indices
• Rotation and Replacement
• Foundation Principle II
Risk
• Determining Tolerance
• Inflation, Systemic and Specific
Allocations
• Investment Styles & Flexibility
Funds: Mutual, Index and ETF’s
• Automatic Diversity
• Characteristics
• Performance Measurement
• Selection
Open Q & A / Wrap-up
Opening Discussion
Fundamental Analysis
• Top-Down & Bottom-up
• Earnings & P/E
• Value Investing Concepts
• Growth Investing Concepts
• CANSLIM Method
• "Fundamental Trends"
Technical Analysis
• Foundation Principle III
• Time Horizons
• TRENDS:
- Support/Resistance
- Price Structures
- Impulses and Corrections
- Reversals
• Relative Strength
- Multiple Market Correlations
- Leaders and Laggards
Active Investor Strategies
Charting Exercises
Course Wrap-up
Class Locations and Dates
Locations
Dates
Phoenix, AZ 2444 East University Drive Suite 120 Phoenix, AZ 85034 866-602-4590
December 20 - 21
Irvine, CA 18004 Sky Park Circle Suite 140 Irvine, CA 92614 888-841-8418 949-475-5652
December 20 - 21 January 31 - February 1 February 28 - March 1 March 28 - 29 May 2 - 3 June 27 - 28
We know your portfolio will thank you when you graduate from this course! We have the experience and know-how to help you direct your own investing.
Testimonials
"I was very nervous after completing my protrading course - how was I going to be able to choose my long term investment? But after the active investor class I am so comfortable to find trades of opportunity."
Lyton N., May 2008
"The active investor course focuses on relatively timeless principles of investing that are applicable to a variety of trading strategies over time. I felt that since Online Trading Academy does not have investment instruments of its own, Online Trading Academy focuses entirely on providing this service solely for the benefit of the student. This is a rare quality to find among financial education and information services. After completing this course in conjunction with the broad market analysis course, I now feel I have a foundation for developing and maintaining the best overall investment portfolio that will meet my investment objectives."
Bill D., January 2008
"This Class is a must for all - novice like me, or expert such as others. It'll open your eyes."
Sylvia M., January 2007
“They way the Instructor explained the course topics was really helpful. Before attending this class I had no knowledge about long term investing but now I feel comfortable in creating my retirement account portfolio. Thanks to Online Trading Academy.”
Gulshan S., September 2006
“A great overview of investment strategy and management.”
Bob M., August 2006
"Anyone who is an active investor or trader is doing themselves a enormous disservice by not taking this class."
Clement K., July 2006
"If you're serious about taking control of your money… if you're jaded by organizations that are obviously in the business of trying to take your money… if you want a legitimate primer on how you can see what your money could be doing, then call Online Trading Academy. They're the real deal."
Randy S., June 2006
"Fantastic info for long-term investment and charting. It was a great learning experience in the class, especially for visual media presentation. The Instructor is very good and also a well-versed stock-trader & investor, and his advice was highly valuable to my future stock trading and investing skills."
Jeffrey N., May 2006
“I absolutely recommend this class to anyone interested on growing their money. Whether investing or in slow growth, understanding how the market works is a great tool for your future. The active Investors Class gives you information that gives you the power to secure your money.”
Marilyn O., December 2005
"The knowledge gained should quickly easily return the cost of the course."
Bob M., May 2005
"I would highly recommend this course to all 'newbies' to the trading arena. It gives a strong background to and basis for future, more advanced courses."
Sidney H., April 2005
"Did I get my money's worth? Every dime!"
Rich L.
"Online Trading Academy has given me additional confidence to trade professionally, not only from the on site coursework, but also by having them as ongoing support. I highly recommend them to anyone serious about trading."
R.T.
"This class is like learning to ride a bicycle, once you do know how to, you shall never forget. Just read the course material as often as you can. Thanks a lot guys."
Ketan G.
"I thought I was an okay trader who needed a little polish. This has changed my whole way of trading. I now have the TOOLS I need to be a professional trader. And of course, I know where to go to get help when I have problems."
Our Active Investor Course is a 2-Day course for the investors who want to have personal control over the dynamics of their financial portfolios. This course will apply specifically to U.S. equities but also answers a number of questions for most long term instruments. 