Small class size and hands-on training allow individual coaching in learning these skills
Very simply, we teach successful investing. We promise you will learn this 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 25 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 first 2 hour class, the Starter Class, is FREE and is a great place to begin
The free Starter Class is available on this website to watch at your leisure and is also given “live” in our California classroom with an instructor available to answer any and all questions you have about our investing course and trading approach. A full 73 page full color workbook covering every idea and point presented is also available for the Starter Class. For those watching on-line who would like a welcome packet and the Starter Class Workbook, give us a call… we can send you the full workbook for $25.00, shipping included. 949.690.9000
OptionsWest Successful Investor Series
Our flagship course is the eight class investing curriculum we call the Successful Investor Course. This course is our full investor education covering the spread trade we employ in the successful Equifund and the stock trading strategies we use in the Active Trader Account and the BlueSky Account. This course is taught in our southern California classroom ( in Rancho Santa Margarita) and is a self-paced learning experience. You take the classes in order, planning them around your schedule. We also have an entry level class on how to pick good stocks and a three day course to teach you how the pros manage a successful stock trading account. Learning to trade stocks successfully is a very teachable skill set.
Once mastered the skill set that you will learn in these investing courses is simple, straightforward, and includes a set of powerful software tools that will enable you to smoothly and confidently navigate the challenges of investing in the market. The road to reaching this goal is rigorous and does require focus and discipline, but we know you will find it to be well worth the effort.
Successful Stock Trading Courses
How to Pick Stocks
This one day class is a primer in how the stock market and Wall Street really work and a hands-on step by step approach to picking good stocks. We focus on specific stocks and sectors that are working right now in the market. This class will show you how successful professionals quickly and intelligently work through the market to find great trades. This class will teach you the method we have successfully used for years to consistently select and implement sound trades. You will also come away with some viable current trade ready stock selections.
How to Pick Stocks - $199.00
The tuition paid for this class can be applied as a discount to any of our other courses.
Successful Stock Trading Course
This four class course is a complete education in successful stock trading. Running a successful stock trading account is not that difficult. It does require learning the skill set and the approach that professional traders have mastered. This skill set is a craft that anyone can learn and make their own. We promise you will learn this skill and approach.
Successful Stock Trading Course - $2,495.00
The tuition paid for this 4-day course can be applied as a discount to our full Pro Investor Package.
Full Investor Education Course
The three courses listed in this section below teach the same core education, skills and tools that we use to achieve consistent 40%-50% returns in the EquiFund. The Successful Investor course is our full curriculum and is the investing course recommended for all but very experienced traders. The Fly-In Weekend Seminar course is for those who are not local to our California classroom and is designed with a refresher weekend built into the plan. The Experienced investor course is for those individuals who have been trading for years and already understand the concepts behind options and options spread trades.
Courses Teaching the EquiFund Approach and more…
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 should 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 investing 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.
Pro Investor Package - $8,300.00
The optimum approach to the Successful Investor Package is the “Pro Investor Package “. This investing course package includes all eight classes (with Free re-fills… take each class as many times as you wish within a two year time frame). It includes a year subscription to the OptionsWest Trading Service and an annual pass to our on-line monthly super session meetings. It also includes a TradeView software License.
Fly-in Weekend Seminar
(Double Weekend Included)
The first three courses listed below teach the same core education, skills and tools that we use to achieve consistent 40%-50% returns in the EquiFund. The Successful Investor course is our full curriculum and is recommended for all but very experienced traders. The Fly-In Weekend Seminar course is for those who are not local to our California classroom and is designed with a refresher weekend built into the plan. This investing course also offers personal coaching, a year subscription to the OptionsWest Trading Service, an annual pass to our on-line monthly super session meetings and a TradeView software License.
Fly-In Weekend Package - $8,300.00
(Refresher Weekend Included)
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 investing course 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. This investing course is for those individuals who have been trading for years and already understand the concepts behind options and covered call positions. It consists of five (3) hour sessions in our California classroom that cover the core materials presented in our “Successful Investor Series”. This course is fast paced and offers the EquiFund trading strategy in a more condensed format.
Experienced Investor Package - $5,400.00
Seminar weekend includes 5 sessions, personal coaching, a year subscription to the OptionsWest Trading Service, an annual pass to our on-line monthly super session meetings and a TradeView software License.
Successful Investor Course Requirements
Our full 8 class Successful Investor Course requires: 1) OptionsWest Trading Service Membership, 2) A copy of our Tradeview software.
Enrollment in the full 8 class Successful Investor Course automatically includes and meets both of these requirements.
1. Be a current subscriber to the OptionsWest Trading Service …. $69.00/month
2. Own a copy of TradeView software License … $ 700.00
3. Attend Monthly Super Session meetings (Available to course graduates)
Advance Options Course
Advanced Trader Course
The Advanced Trader course is a 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.
Advanced Options Class - $6,900.00
There is a 50% discount for this course for clients that have completed our full Pro Investor Package curriculum.
Again, the support tools for your investing are TradeView Software, the OptionsWest Trading Service, and the monthly Super Session on-line meetings.