OptionsWest offers an investor education package that begins with eight intensive (3) hour courses. These classes form the core of your investor education. It is highly recommended that you begin with the FREE (3) hour introductory class before you take the first course. You may take and pay for the classes individually or purchase the Pro-Investor Package and save significantly. Our TradeView Software tool is required for all but the very first class. A TradeView software license is included in the Pro-Investor Package. We also provide a very valuable trade email alert service, known as the TradeSmart e-Advantage. This service provides students with great trading ideas. The final component of your investor education is presented in (12) focused monthly Investor Supersessions available exclusively for those who have completed the eight investing classes. We also present weekend seminars, open to all, on specific investing topics at various times during the year.




Successful Investor Class

Course A (3) Hour Class Complete Investment Picture
FREE
  ( Includes $ 500 Discount Coupon for Successful Investing 101 or the Pro Investor Package )
( Includes $ 100 Discount Coupon for TradeView Software)
 



The course begins with (8) basic classes that give you a sound foundation for successful trading and concludes with (12) monthly sessions in an environment designed to hone your trading skills and allow you to really learn the craft. These monthly forums include time for Q&A and the sharing of trade ideas, as well as the opportunity for personal coaching.


1)

Successful Investing 101

Class 1 (3) Hour Class Stocks and Investing Basics
$ 1,000.00
2)
Options Trading 101 Class 2 (3) Hour Class Investing and Options Trading
$ 1,000.00

3)

Covered Call Concepts

Class 3 (3) Hour Class Covered Calls Options Basics
$ 1,200.00
4)
Covered Call Trading Class 4 (3) Hour Class OptionsWest Style Covered Calls
$ 1,200.00

5)

Covered Call Workshop

Class 5 (3) Hour Class Covered Calls Workshop
$ 1,200.00
6)
TradeView Options Investor Class 6 (3) Hour Class TradeView Software Overview
$ 1,200.00

7)

Technical Analysis / Charts

Class 7 (4) Hour Class FlexCharts Technical Analysis
$ 1,500.00
8)
Successful Stock Investor . Class 8 (4) Hour Class Stock and Leap Investing
$ 1,500.00

Investor SuperSessions

(2) Hour Sessions
Each Session presents an advanced trading idea or concept,followed by questions and discussion
$ 1,200.00
..Annually

  (12) Classes - Presented Monthly  
These (12) monthly classes are your tool for really learning the skills of a successful investor. This is your opportunity to meet with other investors and an instructor, learning and trying new approaches and practices, sharing trading ideas and information sources, asking questions and practicing the skills that will allow you to call yourself a successful investor.

$ 100.00/ea


TradeView Investment Software

  Trading Management Software
$ 700.00
 

TradeView Annual License

     
$100.00/year


TradeSmart e-Advantage...

  Email Alerts of trades in Education funds
$100.00/month


Double Weekend Investor Seminars

  Comprehensive (2) Weekend Seminars
$ 7,700.00



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  Allows Free Refills! - Take the (8) classes as many times as you require within a two year timeframe.

Pro Investor Package Pricing


 
...Valued at $12,900.00 . . SAVE $4,000.00
Discount Price $ 8,900.00
Package Includes :  
1) Successful Investing 101
$ 1,000.00
2) Options Trading 101
$ 1,000.00
3) Covered Call Concepts
$ 1,200.00
4) Covered Call Trading
$ 1,200.00
5) Covered Call Workshop
$ 1,200.00
6) TradeView Options Investor
$ 1,200.00
7) Techincal Analysis / Charting
$ 1,500.00
8) Successful Stock Investor
$ 1,500.00
Investor SuperSessions (12) Monthly Forum Classes
$ 1,200.00
TradeView Software License
..$ 700.00
TradeSmart e-Advantage... Email Alert Service - (12) Months
$ 1,200.00
Total Value
$ 12,900.00

( For Class Information See Below )


.SUCCESSFUL INVESTOR STARTER CLASS

FREE
  CLASS #A .... ( 3 )Hours  
  ( Includes $ 500 Coupon for Successful Investing 101 or Financial Freedom Package )
( Includes $ 100 Coupon for TradeView Software)
 
 
The Successful Investor Starter Class walks you through how successful investors create wealth through intelligent equity investments, i.e., investing in Stocks, Covered Calls, LEAPS, etc. This is a course in how to make money in the markets through conservative and knowledgeable investing. We have been successfully and consistently managing accounts for years and this course shares with you how we achieve 50%-75%-100% returns.
 




Successful Investing 101


$ 1,000.00
  Class #1 .... ( 3 ) Hour Class
  Stock Basics, Stock Valuation, PEG
Fundamentals, Technical Analysis, Stock Trading Mechanics
 
  Free Refills! - with the "ProInvestor Package" ...
Take the class as many times as you require within a 2 year time frame.
 

Options Trading 101


$ 1,000.00
  Class #2 .... ( 3 ) Hour Class
  Options Basics, Trading Tools, Flex Charts
Mechanics of placing Trades
 
  Free Refills! - with the "ProInvestor Package" ...
Take the class as many times as you require within a 2 year time frame.
 

Covered Call Concepts


$ 1,200.00
  Class #3 .... ( 3 ) Hour Class
  Covered Calls Options Concepts & Basics  
  Free Refills! - with the "ProInvestor Package" ...
Take the class as many times as you require within a 2 year time frame.
 

Covered Call Trading


$ 1,200.00
  Class #4 .... ( 3 ) Hour Class
  OptionsWest Style Covered Calls  
  Free Refills! - with the "ProInvestor Package" ...
Take the class as many times as you require within a 2 year time frame.
 

Covered Call Workshop


$ 1,200.00
  Class #5 .... ( 3 ) Hour Class
  Covered Call Hands On Lab  
  Free Refills! - with the "ProInvestor Package" ...
Take the class as many times as you require within a 2 year time frame.
 

TradeView Options Investor


$ 1,200.00
  Class #6 .... ( 3 ) Hour Class
  TradeView Software Operation and Application  
  Free Refills! - with the "ProInvestor Package" ...
Take the class as many times as you require within a 2 year time frame.
 

Technical Analysis / Charting


$ 1,500.00
  Class #7 .... ( 4 ) Hour Class
  Technical Analysis  
  Free Refills! - with the "ProInvestor Package" ...
Take the class as many times as you require within a 2 year time frame.
 

Successful Stock Investor


$ 1,500.00
  Class #8 .... ( 4 ) Hour Class
  Learning the how and when to place and exit stock trades.
Successful Stock investing.
 
  Free Refills! - with the "ProInvestor Package" ...
Take the class as many times as you require within a 2 year time frame.
 

 

Investor SuperSession Monthly Forums


$ 1,200.00
  Twelve ( 2 ) Hour Sessions ... One each month
 

These sessions are all about making money investing the market.
Your successful investor training concludes with (12) monthly sessions in an environment designed to hone your trading skills and allow you to really learn the craft. These monthly forums include time for Q&A and the sharing of trade ideas, as well as the opportunity for personal coaching.




$ 700.00
  TradeView Software... is a Visual Basic/Excel platform software tool that greatly enhances an investor's ability to select, manage, track, and grow a trading account. It has been indispensable in our own trading and is a major factor in our success.
     
 
Annual License Renewal
$ 100.00 /year


$ 100.00 /month
 
TradeSmart ... is a service that provides an invaluable daily listing of potential Covered Call trades. The listing presents all the data you need to quickly find and build profitable positions. Running the numbers through the covered call calculator in Tradeview allows for a quick path to placing successful Covered Calls. The service also provides email alerts of all the trades that we place in our Educational Growth Fund as we place them. You can follow along with our positions and trades to learn how we manage an account.


Experienced Trader-Weekend Course
$ 4,800.00
 
This weekend course is specifically designed for experienced stock traders who need to learn a unique risk-adverse investment strategy that produces consistent double digit returns. This stratgey also requires minimal time investment per account (4-5 hours per month) and does not require margin (Perfect for IRA accounts). You will learn the strategy that is the core teaching of the full OptionsWest education. This course is for investors that are comfortable with trading stocks and options, and are familiar with at least the basics of spread trades and covered calls.
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Comprehensive Double-Weekend Course
$ 7,700.00
 
These double weekend seminars are for out-of-town investors looking to learn this successful strategy and approach through a curriculum held over two separate weekends. Each weekend is scheduled about a month apart. You learn the strategy that is the core teaching of the OptionsWest education. This OptionWest style Covered Call strategy earns a consistent 50% annual return on investment, with minimal monthly account management and without margin. Our students spend an average of 4-5 hours per month running their on-line brokerage account. The double weeknd seminar is a complete course and avenue to learning this skill.
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