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INCOME & WEALTH

EDUCATION PLANNER
Student Name:

Date

My Education Counselor:
Online Trading Academy would like to know about your trading experience, objectives, goals and
current financial status (Information) in order to assist you in building your Education Plan.
Online Trading Academy, its Education Counselors and Instructors are not Registered
Broker/Dealers, Certified Financial Planners or Registered Investment Advisers and will not
provide you with any advice as to investment or trading choices or the management of your
finances.
Your Information will be used solely to assist you in making your Education choices. Online
Trading Academy will keep your Information private and confidential and will restrict access to
those who have a need to know in order to assist with the development of your Education Plan.

My Investing & Trading Experience Level


I have been investing and/or trading for

Years.

I have invested in or traded:


Stocks
Bonds
Futures
Mutual Funds
Forex
Real Estate
Options
The average duration of my trades and/or investments:
Open and closed within:
24 Hours
Greater Than 2 Months
2-14 Days
15 Days-2 Months
I have shorted the market:

True

False

What is my decision making process when evaluating and placing a trade or investment?

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INCOME & WEALTH


EDUCATION PLANNER

My Daily Routine
I am retired: True False
Career: (Previous or Current)
My typical daily schedule:

Time slot available for my trading/investing business:


to
:
am /pm
I can and will dedicate

am /pm

hours per week to my trading and studying.

My Obstacles
My biggest struggles and/or obstacles that have kept me from reaching my financial goals:

These challenges have probably cost me:


$

in losses and $

in opportunity.

Actions I have taken to overcome these challenges:

My commitment level to conquering the above obstacles on a scale of 1-10:


1
2
3
4
5
6
7
8
9
10

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PRIVATE AND CONFIDENTIAL US_11/26/2013

INCOME & WEALTH


EDUCATION PLANNER

My Financial Needs
Income solution Wealth solution

Total solution

My Income Solution Needs


Id like to generate $

per month in my income account.

Id like to achieve this goal by:


I plan to initially dedicate $

to my income account.

Within my first year of trading, I will add an additional $

to my

income account to aid in achieving my goals.


Where will that capital come from?
I have an existing trading account.

True

False

My Wealth Solution Needs

My Wealth Objectives:

Build Protect

Id like to generate

Both

% per year in my wealth account.

My current contributions to my wealth account: $


Who is managing my retirement accounts?

Self

annually.
Advisor/Broker

If advisor, my total fees over the last 12 months?: $

(Includes commissions, management, & fund fees/fees typically range between 1.5% - 3.5% of assets under
management)

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PRIVATE AND CONFIDENTIAL US_11/26/2013

INCOME & WEALTH


EDUCATION PLANNER
With a 50% crash in the markets, my accounts could potentially lose $
My plan to avoid these losses:

My Portfolio
Type of
Account/Investment
Trading Account
Trading Account
IRA (Roth or Traditional)
IRA (Roth or Traditional)
IRA (Roth or Traditional)
401K
401K
SEP (Simplified Employer
Pension)
403B
457
TSP (Thrift Savings Plan)
RSP (Retirement Savings
Plan - Canada)
Precious Metals
Real Estate: Primary
Residence
Real Estate: Investment
Properties
Savings
CDs
Annuities
Other:
Other:
I have a pension:

$10K or
Less

$11K - $50K

$51K - 100K

$101K -$250K

$251K - $500K

$500K - $1M

True False

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PRIVATE AND CONFIDENTIAL US_11/26/2013

$1M or
More

INCOME & WEALTH


EDUCATION PLANNER

My investments and trades currently utilize the following vehicles:


Mutual Funds

Bonds

Money Markets

International Markets

Cash

Options

Individual Stocks

Other: ____________________

Foreign Currency

Other: ____________________

On a Scale of 1-10 (1: Very Poor, 10: Very Satisfied), my level of satisfaction with my overall financial
picture over the last 10 years is: _____________

Why? Please Explain:

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INCOME & WEALTH


EDUCATION PLANNER

My Solution Vehicles
In order to achieve my income and wealth goals, I need to learn and be able to apply
strategies in the following markets:
Stocks
Futures (Check: Commodities
Forex

Index

Currency

Options
Other:

My Why
Successfully reaching my trading/investing goals will allow me to

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PRIVATE AND CONFIDENTIAL US_11/26/2013

Bonds)

INCOME & WEALTH


EDUCATION PLANNER

My Strengths & Weaknesses


My biggest strengths:

My biggest weaknesses:

How will these strengths help my trading/investing business?

How could my weaknesses potentially hold me back?

How I prefer my coach to hold me accountable to these weaknesses:

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PRIVATE AND CONFIDENTIAL US_11/26/2013