Course Agreement Forms

All of our courses have agreement forms that outlines the details of the course offering.

The first three courses all teach the same basic curriculum and each has its own Agreement Form. You can print the agreement forms and submit them during course registration.

Courses Available



The Successful Investor Course

The Successful Investor course is our flagship curriculum consisting of 8 three hour classes. These classes are taught in our southern California classroom in Rancho Santa Margarita (South Orange County). Each class is approximately 3 hours long and must be taken in order. Clients take the classes typically once a week or every other week, as there is homework to accomplish between classes. The course is actually self-paced, you make take the classes whenever they fit into your schedule. A detailed breakdown of the material covered in the eight classes is presented in the” Successful Investor Course” selection under the Investor Courses pull down menu from the website homepage.


Fly-in Weekend Seminar

The Fly-In Weekend seminar covers the same course material as the eight-day “Successful Investors Course”. It is presented as an intensive 3-day (Thursday thru Saturday) group of sessions. This long weekend is an avenue for out-of-town clients to really learn the Equifund trading strategy. The Fly-In weekend course plan includes a refresher weekend, as some of the nuances of trading become much clearer after you have some experience with the approach. Besides the working sessions we usually take lunches together and the seminar includes a dinner on us Friday night at a favorite local eatery.


Experienced Investor Course

For investors who have extensive experience trading stocks and are familiar with options and options spread trades, we offer our Experienced Trader Course. It consists of five (3) hour sessions in our California classroom that cover the core materials presented in our full eight-class “Successful Investor Series”. This course is fast paced and offers the EquiFund trading strategy in a more condensed format.


The Advanced Trader course is an advanced course for those wishing to trade full time and learn the specifics of options trading. This Advanced options course is not for recommended for less than full time traders and is not required to earn healthy double digit returns.


Advanced Trader Course

The Advanced Trader course is 3-class curriculum in advanced stock and options trading. This course is only for those wishing to trade full time and who are comfortable with a high level of risk. It is assumed traders will be running multiple trading accounts with various strategies employed. It is taught in our California classroom.


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