On-Location Trading Course Description: Active Investor

Strategies and Tactics to Optimize Your Portfolio

Tuition:	$1995
How to Sign Up:	Click here for online enrollment or see locations below for the phone numbers
Course Length:	2 days
Pre-requisites:	None
Related Items:	Active Investing CD - Part 1 Active Investing CD - Part 2 Fundamentally Sound CD
Special Features:	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
Irvine, CA 18004 Sky Park Circle Suite 140 Irvine, CA 92614 888-841-8418 949-475-5652	October 24 - 25 December 5 - 6
Los Angeles, CA 8978 Tampa Avenue Northridge, CA 91324 818-886-8898	December 13 - 14
San Jose, CA 1798 Technology Drive Suite 152 San Jose, CA 95110 866-682-6829 408-539-7000	December 5 - 6
Atlanta, GA 1351 Dividend Drive, SE Suite G Marietta, GA 30067 866-955-1905 770-955-1900	November 21 - 22 'SOLD OUT'
Boston, MA 100 River Ridge Dr. Suite 107 Norwood, MA 02062 877-OTA-ATTEND 877-682-2883	October 22 - 23 - Featuring Jeff Manson! February 13 - 14
Charlotte, NC 19720 Jetton Road Suite 101 Cornelius, NC 28031 866-353-5577 704-464-4555	January 7 - 8 - Limited Seating!!!!
San Antonio, TX 84 NE Loop 410 Suite 215 San Antonio, TX 78216 888-682-2883 210-757-4247	November 7 - 8
Milwaukee, WI N96 W17035 Division Road Suite E Germantown, WI 53022 877-682-9405 262-293-9069	January 14 - 15

Click here for online enrollment or call the location nearest you for enrollment

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.