Program Name: Professional Stock Trader

Overview

Since 2009, the broader stock market has experienced substantial grow, yet many traders/investors have failed to see even a small fraction of these gains. OTA’s Professional Stock Trader Course introduces the landscape of opportunities to learn how to trade and invest in the stock market by identifying both short-term and long-term trading opportunities. Regardless of timeframe, with the right education, students can learn how to make informed decisions when trading the stock market. Tuition: $5,500

Potential Benefits

• Popular with the media; an abundance of information is available on most equities
• Broad markets allow flexibility to trade individual companies or major indexes
• Ability to trade Exchange Traded Funds (ETF) offers diversification
• Potential dividend payments to shareholders
• Large variety of companies to choose from
• Flexible position sizing
• Diversification and sector rotation
• Can be purchased in most IRAs
• Allows for a wide selection of volatility levels and prices levels to trade
• Strong liquidity and low transaction cost

Course Objective

To learn and apply our Core Strategy, while utilizing diversified stock identification and analysis techniques designed to scan for trading/investing opportunities

Deliver and Duration

• On Location in a traditional instructor-led, in-person classroom (5 days: 30 hours)
• Online in a live virtual classroom that is also recorded (10 sessions, 30 hours)
• All delivery modes combine lessons with interactive scenarios, labs, and exercises with access to live financial markets

Audience

This course is designed for:

• Students who are serious about learning how to trade and invest in the Stock Market.
• Students with diverse investment objectives both short-term and long-term
• Students looking to learn how to protect their investment portfolio

Pre-Requisite

Core Strategy Course, Online Student Orientation, Stock Pre-Essential videos, and the CliK Orientation are recommended pre-requisites for this course

Detailed Course Outline

Day 1

• Explore the question, “Why Trade Stocks?”
• Stock Terminology – Understand key terms and how stocks are categorized
• Stock Selection – Learn to identify volume, volatility, and liquidity characteristics narrowing the list of quality trading candidates
• Stock Trade Blue Print Short Term Trading – Step-by-step approach trading stocks
• Position Size and Liquidity – Learn to determine the number of shares (or size) to place on a position to reduce risk
• Core Strategy Review – Supply and Demand is the foundation of all asset trades
• Key Reports – Learn how key Economic Reports, Earnings Announcements and Upgrades/Downgrades affect stocks, and ways to source the information

Day 2

• Trading Routine – Learn the key considerations for creating a daily regimen for trading activities
• Gaps – Identify common types of gaps and how to manage gaps when trading
• Top-Down Analysis – Analyze the relationship between broad markets, sectors, and individual stocks
• Relative Strength Ratio Analysis – Identify which asset classes, sectors, and stocks using Relative Strength
• Stock Trade Planning – Learn the importance of having a trade plan and planning trades

Day 3

• Stock Selection for Investing – Identify the criteria for stock selection as it relates to longer-term trading and investing ideas
• Key Reports for Investing – Learn how the Key Economic and Earning Reports are used for longer-term investing
• Trade Blueprint – Use the step-by-step Trade Blueprint to apply top-down techniques for building a trade opportunity
• Using Options with Stocks – Discover three basic Options strategies that can be used in conjunction with stocks

Day 4

• Fundamentals for Stocks – Use fundamental analysis for identifying investing opportunities
• Stock Selection Through Value Investing – Learn to identify stocks trading at a discount by analyzing their value to their current price
• Determining a Quality Company – Learn how to assess the “quality” of a company as a sub-set of fundamental analysis
• International Equities – Learn how to gain access to key international markets through domestic stock exchanges

Day 5

• Investors Mindset and Expectations – Understand how to manage the unpredictable outcomes and expect the unknown
• Psychology of Trading – Learn the psychology of how investors confront fear and greed when navigating the markets
• Trade Journaling – Learn the tools provided by OTA to help students track progress and identify areas of strength and weakness that can be improved upon
• 10 Survival Skills – Learn the top ten tips to help minimize the trap of repeating mistakes

XLT

Overview

XLT-Stock Trading is an interactive course that transforms the information and theory taught in the Professional Stock Trader Course into real world trading, by combining key skill-building sessions with practical application sessions in a live market environment Tuition: $13,750

Deliver and Duration

Online in live virtual classroom that is recorded (2-3 sessions weekly, 4-6 hours weekly)

Audience

The XLT sessions are designed for students who are serious about learning how to trade and invest Options.

Pre-Requisite

Before attending the XLT sessions, students must have completed the Professional Stock Trader, along with a general understanding of technical analysis gained in Core Strategy

Detailed Course Outline

• Apply Supply & Demand – Learn to quantify a supply and demand imbalance for opportunity
• Apply Trend & Time Frames – Learn to identify stages and turning points in trends in different timeframes
• Scoring Trades – Determine Zone strength, freshness, time spent, and other characteristics in identifying quality opportunities
• Risk Management – Determine where risk comes from, how to reduce it and apply proper position sizing
• Gaps – Determine gaps as Professional or Novice Gaps and how to trade them
• Trade Plan Development – Develop the core components of a student’s trade plan
• Scanning for Opportunities – Apply the “top down approach” for stock selection
• Candlestick Patterns – Learn to identify common candlestick patterns to confirm supply & demand imbalances
• Moving Averages – Confirm trend and supply and demand zones using Moving Averages
• Indicators – Use indicators to confirm supply and demand, momentum, and signs of positive and negative divergence
• Trade Plan Development (Part 2) – Add and fine tune components of the trade plan