Learn to Trade Global. Managing your risk while investing in stocks

Transcription

1 Learn to Trade Global Managing your risk while investing in stocks

2 The objective This program is designed to integrate all of the resources available through National Bank Direct Brokerage with the objective of enhancing the performance of an investment portfolio. This 4 week program will take the attendee through the core essentials of stock selection and risk management. 2

3 Calendar Learn to trade Global will provide attendees access to their own virtual account complete with real time market data (delayed Canadian) for stocks and options, execution capabilities as well as charting. 3

4 Course curriculum Day 1 (2 hours) Understanding the markets and different product types The different styles of investing and trading RRSP and TSFA consideration Core concepts of fundamental analysis for retail investors Day 2 (2 hours) Technical analysis using Market-Q Using the Recognia screener How to place trades and different order types 4

5 Course curriculum Day 3 (2 hours) Risk and money management Stop loss orders Psychology of trading Concepts of trade plans Day 4 (2 hours) Introduction to options Using options to define and manage risk RRSP and TFSA considerations using options 5

6 Course curriculum Trading Tutorial 1 (2 hours) - optional Applying the content to live markets Executing trade examples Questions and answers Trading Tutorial 2 (2 hours) - optional Reviewing the previous tutorial s live trades Applying the content during closed markets Setting up trades for the new week Questions and answers 6

7 Details Costs Special rate of 99$ + taxes Current promotion Get refund up to 200$ in commissions on stocks, ETFs and options when you register for this program. The commissions will be refunded and the calculation will be based on the total number of trades performed within 60 days of the beginning of the class (January 20 th ) carried out via NBDB s electronic services, for all of the client s brokerage accounts under the same root. The refund will be deposited in the account(s) in which the trades were performed, up to the maximum amount of 200$ Commissions pertaining to stocks, ETFs and option trades must first be paid by the client, before being reimbursed in accordance with the term. The refund will be deposited on 1 st of July This offer may not be combined with any other offer or any other educational programs. The opening of a brokerage account with National Bank Direct Brokerage is subject to certain conditions and to the approval of National Bank Direct Brokerage. National Bank Direct Brokerage reserves the right to refuse the payment of a promotion and this offer is subject to change at any time without prior notice. The amount remitted by National Bank Direct Brokerage could be deemed as income. For further details on how tax considerations apply to your personal situation, it is recommended that you consult an accountant or tax specialist. 7

8 Team Jason Ayres DMS President and Founder Jason Ayres is President of Learn To Trade Global as well as Founder of OptionSource.net and has been providing education and opportunities in the stock and options market for over 8 years. Jason is a Derivative Market Specialist by designation. Jason actively advocates and educates investors on the utilization of options for managing risk, cash flow and leverage through his role as a lead instructor for the Montreal Exchange. He is also a Derivatives Consultant for R.N. Croft Financial Group. In addition, Jason has overseen the design and construction of multiple websites as well as systems integration specific to membership and lead management, inbound marketing and payment processing. Patrick Ceresna CIM, DMS, CMT Chief Derivative Market Strategist Patrick Ceresna is the Chief Derivative Market Strategist for both OptionSource.net and Learn To Trade Global as well as a lead instructor for the Montreal Exchange. Patrick is a Chartered Market Technician, Derivative Market Specialist and Canadian Investment Manager by designation. Prior to joining the team, Patrick attained 10 years experience working at major financial firms in numerous trading roles including the trading of a large fund dedicated exclusively to options writing. Patrick s expertise in the broader derivative markets makes him a valuable resource to Learn To Trade Global and all of its members. 8

9 Team Tundi Major Chief Technical Analyst, Chief Technology Officer Tundi Major is responsible for overseeing the entire firm s trading and trade signaling activities as well as e-commerce, membership management and on line broadcasting software. Tundi completed a BA in Business Studies from Oxford University in addition to having extensive knowledge in theoretical mathematics. Tundi is a co-founder of Learn-to-Trade.com. Tundi actively trades stocks, options, forex and futures. She brings to the team an immense insight and intuition into the research and filtering of option trade ideas for the optionsource.net alert service and is integral in managing a 2500 member data base. Her insights have helped develop our Breakout Trader service into one of the most highly ranked independent trader resources in North America George Karpouzis Learn To Trade Global Lead Instructor, Membership Services Consultant George Karpouzis serves as the head of Learn To Trade Global s educational program. In his role, George is responsible for assisting in the development of all education and mentorship services as well as counselling members individually to insure that they are meeting their objectives. George has been trading in the stock, options, futures and commodities markets since 1986, and cofounded the trading education firm Learn- to-trade.com. George has personally educated and mentored over 2500 students over the last 15 years. He brings an invaluable wealth of experience and wisdom to the Learn To Trade Global family in a down to earth, easy to follow manner. 9

10 Company Overview Learn To Trade Global Company Overview Learn To Trade Global has been mentoring traders and investors since With over 15 years in business, we have over 2500 lifetime members and growing. We have built our business on delivering down to earth education, support and mentorship with a focus on the practical application of the theory. We stand by the idea that through education and effective mentorship, anyone, regardless of their background, can learn to trade and invest for themselves and achieve financial independence. Our lifetime mentorship program consists of a 3 day, 22 hour weekend work shop and 5, 2 hour tutorials each month. In addition, we have developed and facilitate 4 specialized programs consisting of 15 hours of content backed by live market, real time analysis and execution. Beyond education, we launched our optionsource.net stock and options advisory service in Through this service we help our members to identify opportunities, execute trades and manage positions in real time. The result is that our members put the theory to work with the opportunity to develop their trading and investing skills under real market conditions guided by experienced traders. 10

11 National Bank Direct Brokerage Inc. is a subsidiary of National Bank of Canada. National Bank Direct Brokerage Inc. offers no advice and gives no investment recommendations. The client alone is responsible for the financial consequences of his investment decisions. National Bank Direct Brokerage Inc. Is a member of the Canadian Investor Protection Fund. Learn to Trade Global is not an affiliate of National Bank Direct Brokerage Inc. or National Bank of Canada.