Program Name: Strategic Investor Course
Overview
The Strategic Investor course teaches strategies that could help students make financial choices for their long-term wealth accounts (e.g., retirement accounts, 401(k), IRAs, etc.). These choices require a solid understanding of how financial markets work, planning techniques, a strategic asset allocation (i.e., portfolio), and rule-based investment strategies that assesses market value based on the objective laws of supply and demand. With proper education and a well-defined plan, students can learn to invest with skill and confidence today, tomorrow and during retirement.
Strategic Investor - Part 1 Tuition: $1,995
Potential Benefits
- Could be able to manage one’s retirement or long-term wealth accounts with a focus on capital preservation
- Could establish financial goals and develop long-term wealth plan with a focused rate of return
- Could avoid or reduce unnecessary industry management fees because the investor is self-directing their own account
- Could customize investment portfolio that one have designed
- Could enhance the efficiency of your 401(k)-plan dynamic 401(k) Management Strategy
- Could potentially receive low-risk interest utilizing a Bond Strategy
- Could potentially reduce your exposure to market risk by building a Yield-Powered Market Position Strategy (self-directed annuity)
- Could learn to utilize Options (Cash Secured Puts and Covered Calls & Some Spreads), a strategy to potentially help students generate a rate of return as high as possible
Course Objective
The Strategic Investor's key objective is to manage assets in such a way that investment capital would continue to grow while minimizing risk. The program teaches strategies and techniques to help students gain better control of their investment portfolio, using a step-by-step approach.
Delivery and Duration
- Because this course is structured in two parts, the program has the flexibility to be offered in one of two ways:
- The student may enroll in Part 1 stand-alone course (2-day, 12 hours)
- The student may enroll in the entire program, inclusive of Part 1-2days, Part 2-3 days and XLT
- On Location in a traditional instructor-led, in-person classroom
- Online in a live virtual classroom that is also recorded (10 sessions, 30 hours)
- On-Demand video-based lessons (9 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 desire to learn how they could use this knowledge to build and/or preserve generational wealth
- Students with diverse investment objectives both short-term and long-term
- Students lacking flexibility in their Retirement accounts
Pre-Requisite
No trading experience is required for Part 1. Part 1 is pre-requisite for Part 2.
Detailed Course Outline
Strategic Investor – Part 1
To be able to participate actively in the course exercises, students will need to complete the course pre-essentials at home in advance of the class. During class, students may receive a courseware manual or eBook with room to write notes in either version (annotation is available in the eBook).
Strategic Investor Part 1 – Day 1: Assessing Health & Wealth
- Strategic Investor Foundations – Understand how the Strategic Investor thinks
- Investing Terminology – Learn how to speak about and understand the terms used in investing
- The Strategic Investor Process – Learn about the 3-step process used to manage the investment portfolio safely and efficiently
- Calculate the Rate of Return You Need – Define student’s target rate of return with financial calculators
- Strategic Asset Allocation – Learn how to spread money across multiple assets
Strategic Investor Part 1 – Day 2: Introduction to the Portfolio
- Finalizing Your Strategic Asset Allocation - Review current inventory and determine how to align a new allocation with desired rate of return needs
- Introduction to Building Your Portfolio - Discover the characteristics of different asset classes
- Assets in the Cash and Steady Income Investment Categories – Learn more about cash alternatives and preferred stocks
- Fixed Income Investments (a.k.a. Bonds) – Discover how bonds work and how informed Market Investors can learn to put them to use
- Other Steady Growth Assets (Indexed Annuities) – Learn how insurance companies market products that go up but never down
- Introduction to Options for Investors - Receive a basic understanding of Options and its role in strategically investing
- Dynamic 401k Management Strategy - Learn how to manage and enhance the efficiency of a 401(k)
Strategic Investor – Part 2
There will be either a courseware manual or eBook to support this course and the use of the Strategic Investing Portfolio.
Strategic Investor Part 2 – Day 1: Introduction to the Portfolio
- Review of Retail and Advanced Investment Vehicles – Explore the types of investment vehicles available
- Introduction to Options for investors – Learn a basic understanding of the Options asset class
- Yield-Powered Market Positions Strategy - Learn how to build stock market positions without exposing capital to stock market risk, in effect creating a Self-directed Indexed Annuity
- Assets for the Variable Growth Bucket - Discover the range of asset classes covered by Exchange Traded Funds (ETFs)
- Designing a Self-directed ETF Portfolio for your Variable Growth objectives - Learn how to select a set of ETFs to meet specific variable growth needs
- Market Timing for your Self-directed ETF Portfolio - Learn when to be in the markets (and when not to be) with market timing rules
Strategic Investor Part 2 – Day 2: Market Dynamics
- Review of Market Timing for Investors – Review the straight-forward strategy based on a Simple Moving Average. Discover a more precise timing method for active investors
- Managing your Self-directed ETF Portfolio – Learn to use simple charting tools to time purchases and sales of the ETFs in one’s portfolio
- Additional Options Strategies – Learn two option strategies with the potential for returns, when risk is managed properly
- Practice Trading with ETFs and Options– Practice buying and selling ETF shares and options contracts
Strategic Investor Part 2 – Day 3: Allocation Strategies
- Review of the Goals of Investing
- Investor Tax Considerations – Learn about ways to minimize taxes on investment income
- Practice Managing Your Self-directed ETF Portfolio – Use charts to identify buy and sell prices and practice identifying options and placing orders
- More on the Benefits of Rebalancing – Rebalancing in a more sophisticated technique, including the 20-20-20-20-20 strategy
XLT
Overview
The Strategic Investing XLT builds on the strategies and skills students learn in the Strategic Investor course. Online sessions consist of a live skill building lessons and strategy application to help students learn how to protect and manage long term investments. Experience in-depth technical and fundamental analysis of asset classes, economic cycles, interest rates, emerging markets and investment strategies. Advanced topics will be covered including; portfolio positioning, financial calculations, price charting annuities, and dynamic 401(k) management.
Strategic Investor - Part 2 + XLT Tuition: $14,995
Delivery
Online in live virtual classroom that is recorded
Audience
The XLT sessions are designed for students who have met the pre-requisites and wishing to continue their skill development in strategically managing their financial investments
Pre-Requisite
Before attending the XLT sessions, students must have completed both Strategic Investor Course (Parts 1 and 2)
Detailed Course Outline
- The Strategic Investor (SI) Process
- Calculating your needed rate of return
- Designing an appropriate Strategic Asset Allocation (Portfolio)
- Designing and rebalancing a diversified Strategic Investor portfolio
- Managing your 401(k) dynamically
- Bond, fixed income securities
- Building fixed income positions
- Exchange Traded Funds (ETFs)
- Options
- Protecting Strategic Investing positions
- Buying discounted Strategic Investing positions
- “Renting out” Strategic Investing positions
- Building Optional Break-Out for Free (BFF) trades
- Building Yield-Powered Market Positions
- Strategic Investing portfolio in up markets
- Building optional defensive positions
- Strategic Investing portfolio in down markets