Education Categories

In-Person Training

(In-person classes in Cincinnati, OH)

Location: Cincinnati area, Ohio, USA.


Schedule: Pre-scheduled batches, dates and times


Learn in a structured classroom environment with other participants


Personalized coaching tailored to your goals


Online Training

(1:1 Coaching or Group Classes)

Location: Online meeting


Schedule: Pre-scheduled batches, dates and times


Learn in an online class from anywhere in the world (1:1 or Group)


Personalized coaching tailored to your goals


Corporate Training

(We Travel to You)

Location: Company’s location


Schedule: Based on participant and instructor’s availability


Learn at a location of your choice in a 1:1 or classroom environment


Personalized coaching tailored to your goals


All classes will cover the following topics to prepare participants to trade Stocks & Options using technicals and strategies.

Module 1: Introduction to the Stock Market

  • Overview of Financial Markets: Understanding the stock market, trading platforms and tools.
  • Market Basics: Stocks vs. ETFs, market indices, and sectors.
  • Trading Terminology: Bid/ask spread, volume, liquidity, etc.
  • Trading Platforms and Tools: Introduction to popular tools like Thinkorswim, Robinhood, TradingView, and other real-time data and charting tools.
  • Trading Exercises (Simulated account): Familiarity with trading tools.

Module 2: Fundamentals of Stock Trading

  • Stock Selection: Understanding market sectors and choosing stocks.
  • Technical Analysis Basics: Charts, price trends, and volume analysis.
  • Fundamental Analysis: Analyzing company earnings, revenue, P/E ratios, and other key metrics.
  • Setting Up Watchlists and Alerts: Customizing tools to stay updated on chosen stocks.
  • Trading Exercises (Simulated account): Research, Buy and Sell Stocks based on analysis, review performance.

Module 3: Introduction to Options Trading

  • Options Fundamentals: What options are, types (calls and puts), expiration, and strike prices.
  • Options Strategies:
    • Basic strategies: Buying calls/puts.
    • Intermediate strategies: Covered calls, protective puts.
    • Advanced strategies: Spreads, straddles, strangles, Iron Condors, Iron Butterflies.
  • Options Pricing: Introduction to the “Greeks” – Delta, Gamma, Theta, and Vega.
  • Risk Management: How to manage risks in options trading.
  • Trading demo: Robinhood and Thinkorswim walk-through for options trading.
  • Trading Exercises (Simulated account): Buy / Sell weekly / bi-weekly / monthly options.

Module 4: Advanced Trading Techniques

  • Swing Trading vs. Day Trading: Identifying trading style preferences.
  • Technical Indicators: Moving averages, MACD, RSI.
  • Market Patterns and Trends: Recognizing support and resistance, supply and demand.
  • Automated indications: Understanding Thinkorswim Scripts for automated indications based on technicals and logic.
  • Trading Bots: Introduction to Option Alpha, Bots setup for trading strategies and risk management for automated trading.
  • Risk and Money Management: Position sizing, stop-loss orders, and setting profit targets.
  • Trading Exercises (Simulated account): Intraday SPX / SPY trading using limit and stop loss setup. Option Alpha bot setup.

Module 5: Practical Trading with Tools

  • Trading Tools and Platforms: Deep dive into Thinkorswim, Robinhood TradingView, and other platforms.
  • Setting Up Demo Accounts: Practice without real risk.
  • Paper Trading: How to develop confidence and strategies in a risk-free environment.
  • Custom Indicators and Alerts: Advanced setup in trading tools to automate and track performance.

Module 6: Building a Trading Plan and Strategy

  • Creating a Personal Trading Plan: Goal-setting, preferred assets, and risk tolerance.
  • Developing Trading Discipline: Handling emotions, tracking trades, and setting review milestones.
  • Backtesting and Strategy Optimization: Testing strategies with historical data for improvement.
  • Evaluating and Adjusting Your Plan: Regular performance reviews and adapting to changing markets.