Phase 1 – The Teaching Sessions

PHASE 1 focuses on building our student’s foundation knowledge of the markets and decision making.  It consists of 10 weeks of education with a class delivered once per week on a pre-scheduled time-slot.  Each class covers a unique topic (1 to 1.5 hours per session per week) and builds on the previous weeks knowledge and utilizes current market conditions to support the goal of the lesson.   Any of these sessions can be re-taken or re-scheduled within the initial 6 months at no additional cost ensuring that all of our students have adequate time and support to understand and progress.

The purpose of PHASE 1 is to establish the process of critical thinking such that an individual can approach an investment decision with confidence and knowledge.  We cover off both fundamental and technical details for a well-rounded view of the markets.   Lessons include but are not limited to:

Fundamental Focus
 

  1. Financial Excellence – Creating a vision and plan to achieve investment goals
  2. Economics – Supply/demand and their relationship to economic growth
  3. External Events– How the global economy, geopolitical events and international trade affect markets
  4. Fundamental Analysis – Understanding company financials
  5. The Wealth Plan – How to create a master wealth plan

Technical Focus
 

  1. Technical Analysis – Charting basics and creating a ‘focus five’ group for paper trading
  2. Technical Indicators – Understanding how to use technical indicators to improve trading results
  3. Risk Management – Looking at decisions from a capital preservation perspective
  4. Investor Psychology – Understanding the markets from a human perspective and learning how to manage emotions
  5. Trading Plan – Learning how to execute your trades and correct mistakes

During PHASE 1 the students will learn to:

  • Understand the basic component of trading shares and be able to perform that function readily in all market conditions
  • Understand risk and be able to establish their own risk profile to be used in trading
  • Be able to research organizations and establish criteria in selecting which organizations to invest in
  • Understand the dynamics of trading and apply the philosophy to their trading style
  • Understand the need for discipline when applying an investment strategy
  • Understand the difference between a trading plan and an investing plan and how they work together.