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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. |

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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) |
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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 |
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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 |
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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 |
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...Valued at $12,900.00 . . SAVE $4,000.00 |
Discount Price $ 8,900.00 |
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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 )
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.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. |
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Successful Investing 101 |
$ 1,000.00 |
| Class #1 .... ( 3 ) Hour Class | ||
| Stock Basics, Stock Valuation, PEG Fundamentals, Technical Analysis, Stock Trading Mechanics |
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| Free Refills! - with the "ProInvestor Package" ... Take the class as many times as you require within a 2 year time frame. |
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Options Trading 101 |
$ 1,000.00 |
| Class #2 .... ( 3 ) Hour Class | ||
| Options Basics, Trading Tools, Flex Charts Mechanics of placing Trades |
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| Free Refills! - with the "ProInvestor Package" ... Take the class as many times as you require within a 2 year time frame. |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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| Free Refills! - with the "ProInvestor Package" ... Take the class as many times as you require within a 2 year time frame. |
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Investor SuperSession Monthly Forums |
$ 1,200.00 |
| Twelve ( 2 ) Hour Sessions ... One each month | ||
These sessions are all about making money investing the market. |
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© 2008 OptionsWest, LLC |