ProActive Investor Part 1 (Four 3-Hour Sessions):

Good news! We offer online courses via our virtual classroom.

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Would you like to improve your results in the markets with a time commitment of just a few hours each month? Want to keep more of the fees and commissions you’re now paying to brokers or advisors? Or, if you’re satisfied with your advisors, would you like to get dramatically better performance through the ability to audit their work? Then the ProActive Investor curriculum is for you.

ProActive Investor I is taught in our state-of-the-art online classroom, which includes a virtual view of your instructor’s desktop as they analyze the live market. This course includes many interactive scenarios and exercises to reinforce what you’re learning — how to hedge against inflation, how to benefit from currency fluctuations, and how to grow and preserve capital in good markets and bad. At the conclusion of the course, you’ll have a self-built portfolio strategy that is based on your investing time frame, risk tolerance, skills and goals.

What You Will Learn

Increase Your Rate of Return

Risk Management

Asset Class Allocation and Diversification

Who You Will Learn From

What Students Are Saying

4.7 stars — based on 55 reviews

I learned a lot about the different choices that a person has for hisher 401(k) plan and how to analyze the various products to minimize your losses.

Hugo Cervantes. February 2015

The ProActive Investor course provided us with all the tools we need to manage the different aspects of our retirement portfolio. OTA provides not only the class, but additional support to ensure your success.

Russ Jensen. February 2015

The PAI course is an outstanding program for managing and growing retirement funds. The greatest compliment that I can give is that I truly feel that I can go home and put the method to work next week. Joel Greenberg is an outstanding teacher who makes difficult concepts related to options trading easier.

Nancy Merrill. January 2015

After completing the ProActive Investor class, I now have the skills and confidence to manage my retirement accounts.

Cynthia Hills. January 2015

A life changing course, a must for anyone who needs education on how to handle their own finances and or protect their assets.

Mario Arredondo. January 2015

My portfolio management skills and trading knowledge improved significantly during this course. Well worth my time and money. I am on my way to becoming a very skilled professional trader.

Otto Fanini. November 2014