ProActive Investor Course Curriculum
Course Outline
The following detailed outline contains the topics and subtopics covered in the ProActive Investor course.
Part 1 – Day 1: Assessing Health & Wealth
- Goal Setting
- Financial Basics
- What Data to Collect?
- Analyzing Choices
- Use Retirement Planner
- ProActive Choices
- Save More
- Increase Rate of Return
- ReActive Choices
- Use Budget Planner
- Improve ROR by reducing Fees and Taxes
Part 1 – Day 2: Asset Management
- Define Types of Assets & Asset Classes
- Explore Asset Classes
- Equities
- Fixed Income
- Cash & Cash Equivalents
- Explore Investment Vehicles
- Individual Securities
- Mutual Funds
- ETFs
- Define Asset Allocation dependencies
- Time Horizon
- Risk Tolerance
- Balancing Risk & Reward
- Economic Cycles
- Full Recession
- Early Recovery
- Late Recovery
- Early Recession
- Market Demographics
- Sectors
- Capitalization
- Style
- Re-Allocation dependencies
- Evaluating investment profile
- Calendar
- Market Timing
- Use Investment Questionnaire
- Rule-Based Growth Strategies
- Real Market Value
- Price Charts – Supply & Demand
- Interest Rates
- Foreign Currencies
- The ProActive Investor Edge – Market Timing & Asset Re-Allocation
- Secured Puts and Covered Calls
Part 2 – Day 1: Market Dynamics
- Market Fundamentals
- Price Earnings Ratios
- Strategies
- Price Charts, Supply & Demand, Market Turning Points
- ProActive Secured Puts
- ProActive Covered Calls
Part 2 – Day 2: Allocation Strategies
- Other Asset Classes
- Portfolio Construction
- Approaches to Asset Allocation
- Strategic Asset Allocation
- ProActive Tactical Asset Allocation
Part 2 – Day 3: Creating a Wealth Management Plan
- Estate Planning
- Annuities, Wills, Probate, etc.
- Developing Your Plan