Phase 2 – The Training Sessions

The primary purpose of PHASE 2 is to transition students from theoretical decision making to practical hands-on decision making and working with real money. This phase focuses on applying the learned concepts to actual decisions with real companies. We deliver more advanced technical analysis coupled with risk management and money management concepts and as students get closer to working with real money they are taught to utilize different strategies determined by market conditions.

There are two primary deliverables in PHASE 2.

First, students are required to create ongoing paper-trading records. These practice decisions help to solidify the philosophy we teach (1% within 14 days) and gives each student the ability to test their knowledge without real dollar risk.

Second, students are required to complete a master wealth plan which includes both a trading and an investing plan. The plan highlights specifically how they will work with their money, where they are comfortable investing it and what portion will be actively traded as compared to passively invested. Students will apply the principles of money management, capital preservation and risk management to their plan and come up with a personal approach to achieving their goals.

This phase is approximately 3.5 months in length.