Course & Product Pricing

Our on-line “live” webinar courses provide a classroom setting environment that allows

for individual attention in learning trade-desk skills

Our core course teaches you how to run a successful stock trading account

Very simply, we teach successful investing. We promise you will learn this skill-set and craft, although learning to trade successfully is not a discipline that can be absorbed in an afternoon. The learning curve requires attention and time to absorb and practice the skills learned. The investing course, classes, tools, and services that we provide are not found nor taught anywhere else on the planet. We are teaching you exactly what we do in our own investing accounts and sharing the experience we have gleaned from trading for the past 30 years. This education is not theory from a textbook; it is a practical hand’s on activity that will enable you to grow into a successful investor. The courses and training are not inexpensive, although they are a brilliant investment in yourself and your future earning power.

Our Starter Class, is FREE and is a great place to start…

 

 

The free 30 minute Starter Class is available on this website to watch at your leisure. Please feel free to call with any questions that the Starter Class may bring out.  For those watching Starter Class who would like a welcome packet, give us a call… we’re happy to send one out right away. 949.690.9000

OptionsWest Successful Investor Series

Our Successful Stock Investor Series of courses are all presented as unlimited webinar classes with a “live” instructor in a fully interactive classroom environment.  Learning the skill-set of a successful investor does not happen over-night and there are many facets and nuances to absorb before achieving skilled investor status.  Our unlimited webinar course concept allows you to join our two hour weekly webinars for as long as they are helpful.  Once you sign-up for a specific course and maintain an OptionsWest Trading Service membership, you are welcome to join in and participate in that course for as long as you wish.  Many clients join our meetings for many years, if nothing else, to get good trading tips and ideas, we welcome their participation.  The first hour of each meeting usually covers a specific trading topic, while the second hour is typically a traders meeting covering the current market environment, including sectors that are working and hot stocks to trade.  We have found that everyone learns at their own pace and allowing clients to have unlimited access to the classes gives them the freedom to work around their own schedule and get a refresher class as needed.

Successful Investor Courses

Successful Stock Investor Course

Our flagship course is our Successful Stock Investor Series. It is presented as an unlimited webinar series with a "live" instructor in a fully interactive classroom environment. Our unlimited webinar course allows you to join our two hour weekly webinars for as long as they are helpful. Once you sign-up for the course and maintain an OptionsWest Trading Service membership, you are welcome to join these meetings and participate for as long as you wish. Many clients join our meetings for many years, if nothing else, to get good trading tips and ideas. The first hour of the meeting usually covers a specific trading topic, while the second hour is typically a traders meeting covering the current market environment, including sectors that are working and hot stocks to trade. We have found that everyone learns at their own pace and allowing clients to have unlimited access to the classes gives them the freedom to work around their own schedule and get a refresher class as needed. The Successful Stock Investor weekly classes comprise our complete stock investor education covering the all the details of the trade-desk skills required to run a successful stock investment account. You will learn the same approach we take in managing our example stock trading account, know as the BlueSky. The BlueSky account has achieved a 54% annual average return since its start in 2012. You will also learn how to take advantage of the reports in the OptionsWest members ares of the website and how to make the most of our essential Trade Tracker software tool. .

Successful Stock Investor Course - $2,990.00


Covered Calls Options Course

The Covered Call Options course is also presented as an unlimited webinar series with a "live" instructor in a fully interactive classroom environment.  This webinar course also allows you to join our two hour weekly covered call webinars for as long as they are helpful.  Once you sign-up for the course and maintain an OptionsWest Trading Service membership, you are welcome to join these meetings and participate for as long as you wish.  Many clients join our meetings for many years, if nothing else, to get good trading ideas.  The first hour of the meeting usually covers a specific trading topic, while the second hour is typically a traders meeting covering the current market environment, including working through the details of the positions currently active in the Triple Array account and the EquiFund.  We have found that everyone learns at their own pace and allowing clients to have unlimited access to the classes gives them the freedom to work around their own schedule and to take a refresher class as needed. This covered call course is a detailed journey into how to trade two specific covered call strategies. One involves ITM covered calls and the other approach utilizes OTM calls in conjunction with dividend producing assets. The two sample accounts we run that demonstrate these approaches are the Triple Array account and the EquiFund. Covered calls are an options trading approach that is actually very conservative and takes a minimal amount of time to manage.  Both strategies utilize different types of covered calls and once learned allow investors to spend less time managing their account.  A covered call account will take on average only about 5-7 hours per month to run, while a stock investment account takes daily monitoring. Your annual return objective with a covered call account is a 25% -40% annual return. Our Equifund example account trades covered calls exclusively and has averaged a 46% annual return since it began in 2009.  The Triple Array Account is a new example account and is currently in the Beta phase, hoping to go live for 2021.

Covered Calls Options Course - $3,990.00


Advanced Options Trading Course

This two day course is for experienced investors who would like to venture into the lucrative, yet risky world of options trading. Trading options can be a very satisfying skill to learn as long as the risks are understood and managed properly. This course if for investors who have the availability to trade full time and to be in a position to actively manage trades. After taking this course, you will also become a part of our growing family of investors that continue to learn and hone their skills through our many on-going support avenues. Also, your tuition allows you to repeat classes as many times as you wish to really get a feel for the nuances of this skill-set.

Advanced Options Trading Course - $1,990.00


Successful Investor Series Requirements

Our Successful Stock Investor Courses all require membership in the OptionsWest Trading Service

1. All clients must be a current subscriber to the OptionsWest Trading Service …. $69.00/month

2. Learn to Use the "Trade Tracker" software tool supplied with the course … Free with class tuition

3."Not Rocket Science" The definitive book on running a successful stock account...Free with class tuition

On-Going Support Tools

Every client who is currently enrolled in the OptionsWest Trading Service and has also taken one of our investment courses is a client for life and is invited to attend our weekly classes when ever they have questions or would like a refresher.  Many of our clients are regulars for years during our “trader meeting” hour each week and are more than welcome.  Staying involved and asking questions can keep you current and clients find it an invalueable resource to be able to touch base each or whenever they have a question.  Again, the support tools available on the members area of the website are always accessible 24/7 in the members area of the website, along with daily email alerts and Daily Rocket market report also keep you in the loop.