Pricing / Product Details

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. This pricing product overview outlines our offerings. 

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


 

The free Starter Class is available on this website to watch at your leisure and please feel free to call with any questions that the Starter Class may present.  All of our classes come with a full color workbook with details of every topic we cover. For those watching on-line 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 flagship course is a four class investing curriculum we call the Successful Stock Investor Course. It is made up of four (2) hour classes presented as online webinars with a “live” instructor in a fully interactive environment.  This course is 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 Account. The BlueSky account has achieved a 46% annual average return since its inception in 2012. The course is a self-paced learning experience. You take the classes in order, planning them around your schedule.  We recommend that you listen to the FREE online Starter Class as a good introduction to the topic.  The Starter Class will give you a good sense of where you’re headed in learning this craft, as learning to trade stocks successfully is a very achievable goal.  All of our courses include “free refills”, you may take the classes as many times as you wish within a two year time frame. There is much to learn about investing and many times working through a class the second time can be very insightful.

Successful Stock Investor Courses

Successful Stock Investor Course

This four class course is a complete education in successful stock trading. Running a successful stock trading account is a very achievable skill-set and a brilliant financial goal. It does require learning the trade-desk approach that professional traders have mastered. This skill set is a craft that anyone can learn and make their own with practice. We promise you will learn this skill and approach. This four day class is a primer in how the stock market and Wall Street really work and a hands-on step by step discipline to successfully investing in stocks. This course will teach you the method we have successfully used for years to consistently select and implement sound trades. Our example account, the BlueSky account is testament to our strategy with its average annual return of over 46%. 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. .

Successful Stock Investor Course - $2,990.00 - Course consists of (4) two hour classes


Covered Calls Options Course

This six class course is a complete education in running an OptionsWest style covered call trading account. The EquiFund is our example covered call trading account that clients can follow as a learning tool. The EquiFund has achieved an average annual return of 46% since it began in 2009. The skill set you will learn in this course is the same approach we use manage the EquiFund. We promise you will learn this skill and approach. Covered calls are a very conservative options trade that is a great skill for any investor to master. The use of this skill can also enhance your success with a basic stock trading account. This course will teach you the method we have successfully used for years to consistently select and implement sound 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.

Covered Calls Options Course - $3,990.00 - Course consists of (6) two hour classes


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 - Course consists of (2) two hour classes


Successful Stock Investor Course Requirements

Our Successful Stock Investor Course requires membership in the OptionsWest Trading Service

1. 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. Attend Monthly Super Session meetings (Available to OptionsWest Trading Service Members)

4."Not Rocket Science" ... The definitive book on running a successful stock trading account...$199.00

5. All classes include "FREE refills" (Take advantage of this option and attend any class a second time)

On-Going Support Tools

Every client that completes one of our trading courses is now part of the OptionsWest family and included in our on-going support and continuing education avenues. Again, the support tools available for your investing are the invaluable OptionsWest Trading Service, along with our monthly online Super Session Trader meetings.  Trade Tracker software is also a great support tool for helping investors stay on top of their stock trading account. For those managing a covered call account, TradeView software is the recommended tool for running a successful account with minimal time investment.