Professional Documents
Culture Documents
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.
Years.
True
False
What is my decision making process when evaluating and placing a trade or investment?
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My Daily Routine
I am retired: True False
Career: (Previous or Current)
My typical daily schedule:
am /pm
My Obstacles
My biggest struggles and/or obstacles that have kept me from reaching my financial goals:
in losses and $
in opportunity.
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My Financial Needs
Income solution Wealth solution
Total solution
to my income account.
to my
True
False
My Wealth Objectives:
Build Protect
Id like to generate
Both
Self
annually.
Advisor/Broker
(Includes commissions, management, & fund fees/fees typically range between 1.5% - 3.5% of assets under
management)
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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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$1M or
More
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: _____________
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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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Bonds)
My biggest weaknesses:
SAVE A COPY
7
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