Experienced Investor Course

This course is for experienced stock traders familiar with options and spread trades

For investors who have extensive experience trading stocks and are very familiar with options and options spread trades, we offer our Experienced Investor 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 Experienced Investor course concentrates on bringing experienced traders up to speed with the Equifund
OptionsWest style covered call trading account approach. This course is truly for traders who are already familiar with options and covered calls. We work through the details of the OptionsWest Style covered call strategy quickly and focus on the process of placing trades, using TradeView and practicing good risk management techniques.

The Experienced Investor Sessions

Session 1

(3 Hour Class)

The first session provides the groundwork and foundation for the entire course including the establishment of what we call your “trading command center”. This command center is essential for successful trading and includes all the tools you will need to master EquiFund style investing. This session also covers the nuances of the stock market environment, the basics of Wall Street’s approach, and an introduction to our spread trade, the PEG, the short float, and risk vs reward.

Session 2

(3 Hour Class)

Session number 2 is all about the OptionsWest style spread trade and the philosophy behind the strategy. We also work with the Covered Call Calculator in detail and the risk level management specifics which we follow for this trade. We walk through the complete trade process and introduce TradeView, our software support tool. We cover the “delta out” concept and the automated orders required to establish this part of the process. We also begin to work through the process for finding these trades and the monthly steps and timing for their implementation.

Session 3

(3 Hour Class)

Session 3 runs through the basic trade step process and uses all the tools in our command center. We begin using all the functions of TradeView and work through the techniques for handling trades that require management. Time is spent working through the steps and risk parameters for finding risk adverse trades and for implementing those trades. We do all of this in a virtual trading platform using the live open market price action as our learning environment.

Session 4

(3 Hour Class)

Session 4 is where we work on Technical Analysis techniques and approaches to choosing and designing risk adverse trades. We walk through chart examples and discuss the strategy and concepts to selecting trades that meet the risk profile we have defined. We also work through examples of charts to give you a good feel for the trades you should be comfortable making.

Session 5 Workshop

(3 Hour Class)

Session five is the final workshop where we put it all together and run through the entire process from selecting trades, to designing the trade, placing trades, managing individual positions, and managing your entire spread trade account. We also spend time on final Q&A and personal coaching.

Full Color Workbook for Each Class

Each of the five sessions include a full color workbook detailing the contents and presentation of the class. Many of the reports we make available on the member’s area of the website are also shared, along with homework to keep you involved with the learning process.


The Experienced Investor course is the complete picture and skill set for learning to manage a successful OptionsWest style spread trade account. When you have completed the five sessions you will be ready to practice learning the practical application of this skill set. You will know how to place this trade and manage an account, although you will have little month to month experience. Your job upon completion of this course is to trade virtually month to month with a level of funds that you might be actually be trading in the near future. These are basically month trades, so each month you will have another month’s experience. It will of course be your decision when you are ready and confident to begin investing with live funds.

Along with your month to month virtual practice regimen, attending our monthly online Super Session webinars is a great adjunct to really honing you new skills. The feedback and Q&A during these meetings is a valuable part of your training.

We are always available as well for email and phone questions when you have issue; we are here to make you a
successful investor.

Call for course availability…949.690.9000