XLT - ProActive Investing Curriculum
Each two-hour online session consists of a live advanced skill building lesson and strategy application. The advanced
skill building lessons focus on a specific concept that continues your wealth management education. During the strategy
application portion of the sessions, professional Online Trading Academy certified instructors lead students through a
hands-on experience of using supply-and-demand-market-timing, technical asset allocation, cash secured puts and covered
calls in powerful ways aimed to preserve and grow your wealth.
Course Agenda
Week 1:
- Lesson 1: Asset Allocation, Strategic vs. Tactical
- Lesson 2: Asset Allocation – Reallocating Using Charts
Week 2:
- Lesson 3: Market Timing with Charts, A Deeper Understanding
- Lesson 4: Willingness Pays, Cash Secured Puts and Covered Calls
Week 3:
- Lesson 5: Bonds – A Deeper Understanding
- Lesson 6: Economic Cycles and Sector Rotation
Week 4:
- Lesson 7: Positioning Your Portfolio for Inflation
- Lesson 8: Fundamentals and Your Portfolio
- End of month quiz
Week 5:
- Lesson 9: The “All Star Entry” With Options
- Lesson 10: More Asset Classes To Be Aware Of
Week 6:
- Lesson 11: Advanced Use Of Financial Calculators
- Lesson 12: Advanced Estate Planning
Week 7:
- Lesson 13: Gold And Your Portfolio
- Lesson 14: Combining Fundamental and Technical Market Analysis To Find Opportunity For ROR
Week 8:
- Lesson 15: Which Financial Firm Is A Good Home For Your Capital? An industry Comparison
- Lesson 16: A Deeper Understanding Of Taxes On Your Portfolio
- End of month quiz
Week 9:
- Lesson 17: Allocating To Emerging Markets
- Lesson 18: Annuities And Life insurance, The Pro’s And Con’s
Week 10:
- Lesson 19: Financial Advisor Traps You Need To Be Aware Of
- Lesson 20: How To Determine Where interest Rates Are Going, In Advance
Week 11:
- Lesson 21: Advanced Price Chart Techniques
- Lesson 22: Portfolio Review
Week 12:
- Lesson 23: Market Traps That You Must Be Aware Of
- Lesson 24: Building Your Wealth Planner To Completion
- End of session exam