Equity Scholar has built a comprehensive financial education courses based on highly profitable, fundamentally sound trading and investing strategies. Through the collective effort of a group of experienced professional traders and analysts, an intuitive course was created. By going through these lessons anyone seeking valuable insight on the markets will learn how to approach the stock selection process according to our proven trading and investing strategies

2. Equities Foundation Course
Learn the basics.
Take control.
These days, most individuals are interested in taking control of
their investments. Whether you are managing your own portfolio
or keeping an eye on someone who is, empowering yourself with
financial education is crucial. At Equity Scholar, that’s what we help
people to do.
Experience flexible learning
Whether you’re looking to manage your accounts on your own or
to communicate more effectively with your money managers, the
• Learn at your own pace.
equities foundation course is the place to start.
• Review online materials as
often as necessary.
• Network with other This course will walk you through the foundations of creating,
executing and maintaining your own equity investments.
students online or in
person at user group
Once you’ve completed the course, you’ll be able to:
gatherings.
Protect your investment capital – Learn how to calculate your
appropriate risk and position size for every equity trade.
Start analyzing from the top down – Identify current market trends
so you can invest in stocks that show signs of following these
trends.
Conduct a thorough technical analysis – Spot the right entry and
exit points for your investments.
Manage your portfolio – Learn ways to easily manage and
identify support and resistance price levels, a vital piece of
information for investors to have in their arsenal.
Create your own rules and a trading strategy – That aligns with
your capital investment , skill level and discipline.
Decide with confidence about future investor education.

3. Equities Foundation Course
Outline
• Chapter 1 – Introduction - Before we discuss the implementation of trading
strategies we first need to have a complete understanding of the
fundamentals. In this chapter we provide an introduction to trading, and
describe the common tools, as well as terms, traders use every day.
• Chapter 2 - Trading Necessities - This section is where we cover all of the
basics. Having a solid foundation is crucial to becoming a successful a trader.
This means knowing everything from what are typically the best times to
trade to what type of stocks traders routinely get involved in. In this chapter
we will teach you how to set guidelines and create a "trader checklist",
which will keep you focused and involved in only high probability setups.
• Chapter 3 - Psychology of Trading - It is imperative to keep a level head at all
times when trading. Unfortunately, that is easier said than done for most. In
this chapter we will identify the trading personalities that often struggle,
discuss the importance of practicing money management, and analyze
common mistakes traders make in their trading approach.
• Chapter 4 - Fundamental and Technical Analysis -While traders often lean
heavily on technical analysis in their decision making, it is important to keep
the fundamentals in mind as well. In this chapter we will discuss the basics of
both fundamental and technical analysis, as well as break down two of the
more popular technical indicators and how to leverage this information to
identify profitable trading setups.
• Chapter 5 - Identifying Action - It's obviously very important to know what
to look for when trading. The topics in this chapter highlight price action that
typically leads to profitable setups. These topics will help you quickly
recognize if and when there are significant buyers or sellers causing activity
that could potentially create a substantial move.
• Chapter 6 - Basic Trading Strategies - The topics in this chapter describe
many of the simple strategies traders implement throughout a given day.
These strategies are fairly easy to identify, but take practice to perfect. Make
sure to understand these topics inside and out before putting them into
action.
• Chapter 7 - Advanced Trading Strategies - The topics discussed in this
chapter are designed for the more evolved trader. These topics describe
strategies which involve participating in multiple positions simultaneously.
While these strategies typically produce higher rewards, there is inevitably a
greater risk involved as well. It is essential as an educated trader to be aware
of these strategies, even if you do not plan to utilize them. Being aware of
what others in the market are doing will help you avoid traps and identify
profitable setups.

4. Forex Foundation Course
Learn the basics.
Global financial market .
These days, most individuals are interested in taking control of
their investments. Whether you are managing your own portfolio
or keeping an eye on someone who is, empowering yourself with
financial education is crucial. At Equity Scholar, that’s what we help
people to do.
Experience flexible learning
Whether you’re looking to manage your accounts on your own or
to communicate more effectively with your money managers, the
• Learn at your own pace.
Forex Foundation course is the place to start.
• Review online materials as
often as necessary.
• Network with other Until the emergence of the Internet the world of currency trading
was something only large financial institutions, hedge funds,
students online or in
central banks, corporations, and the most affluent of individuals
person at user group
could participate in on a regular basis. However, with computers in
gatherings.
just about every household and numerous online brokers readily
available, that previously exclusive fast-paced foreign exchange
market known as Forex (or FX for short) is open to all, including the
average investor. The Forex Foundation course will equip you with
the knowledge you need to put FX strategies into action.
Once you’ve completed the course, you’ll be able to:
Understand the basics of the forex market – what it is, how it
works and how trades are placed.
Identify and leverage technical and fundamental buying
opportunities.
Recognize intraday entry and exit signals that are unique to the
forex market.
Define and create rules-based investing systems for various forex
trading strategies.

5. Forex Foundation Course
Outline
While it is true that the daily currency fluctuations in the Forex
market are usually very small, it is common practice for foreign
exchange brokers to provide access to enormous amounts of
leverage in order to make the currency moves more meaningful
for participants. This high leverage, coupled with round-the-
clock trading and extreme liquidity has dramatically increased
the popularity of the Forex market in recent years. In this
section the world of currency trading is revealed. Forex
strategies for both trading and investing are explained as micro
and macroeconomic views are interpreted.
• Chapter 1 - Introduction to Forex - The following section covers
the basic characteristics of the International Foreign Exchange
market. In this section you will learn the “who”, “what”, “when”,
“where”, and “why” of the Forex market, and how you as an
individual investor fit in.
• Chapter 2 - Forex Strategies - The following section covers
technical analysis and trade execution in the Forex market. In
this section you will learn how to properly analyze, measure,
and trade the Forex market with the highest probability
possible.
• Chapter 3 - Using Macroeconomics in Forex - The following
section covers the macroeconomic factors at play in the Forex
market. In this section you will learn what moves the Forex
market and why from groundbreaking political policies to the
price of commonplace commodities. In addition, we’ve
compiled country profiles for the world’s most heavily traded
currencies to provide you with a total approach to Forex
investing.

6. Investing Foundation Course
Learn the basics.
Take on the market.
These days, most individuals are interested in taking control of
their investments. Whether you are managing your own portfolio
or keeping an eye on someone who is, empowering yourself with
financial education is crucial. At Equity Scholar, that’s what we Help
people to do.
Experience flexible learning
Whether you’re looking to manage your accounts on your own or
• Learn at your own pace. to communicate more effectively with your money managers, the
• Review online materials as Investing foundation course is the place to start.
often as necessary.
• Network with other
This course will walk you through the foundations of creating,
students online or in
person at user group executing and maintaining your own equity investments. Long term
gatherings. investing takes a number of different shapes. As online investing
becomes more and more popular people are looking to take
control of their personal finances. From retirement planning to
personal wealth management, you'll find answers here. With
lessons on 401(k) plans, mutual funds, annuities, and life
insurance, this section is your one stop shop for investing
information.
Once you’ve completed the course, you’ll be able to:
Identify major investment types and choose a broker who will
efficiently execute your investment choices, learn about fixed and
variable annuities, immediate and deferred annuities.
Understand the financial markets and learn about fund
management, investment approaches, and the various assets.
learn about the rules governing 401(k)’s and how to manage your
retirement account.
Understand common investing mistakes and how to avoid them.
Decide with confidence about future investor education.

7. Investing Foundation Course
Outline
• Chapter 1 – Investments - The following section covers the
creation and maintenance of 401(k) plans. In this section you
will learn about the rules governing 401(k)’s, the appropriate
range of investments, and how to manage your retirement
account. Topics include, Range of investments, Asset classes,
Managing your account, Dividends, and Emerging markets.
• Chapter 2 – Funds - The following section covers the various
types of mutual funds available to investors. In this section you
will learn about fund management, investment approaches, and
the various assets that make up the most popular mutual funds
in the investment world. Topics include, Active vs. Passive
Funds, Types of Funds, Mutual Fund Fees, Open vs. Closed
Funds, Principal Protected Funds, and Hedge Funds.
• Chapter 3 – Annuities - The following section covers the various
types of annuities available to investors. In this section you will
learn about fixed and variable annuities, immediate and
deferred annuities, the characteristics and fees of annuities, and
the various types of special annuities. Topics Include, Types of
Annuities, Annuity Characteristics and Fees, Purchasing an
Annuity, Immediate Annuities, Tax-Deffered Annuities, Equity
Indexed Annuities, and Life Insurance.
• Chapter 4 – Bonds - The following section covers the various
types of bonds available to investors. In this section you will
learn about bond basics, the difference between corporate
bonds and treasury bonds, and the many ways that bonds can
add value to your investment portfolio. Topics include,
Introduction to Bonds, and Bond Characteristics.

8. Options Foundation Course
Learn the basics.
Protect your positions.
These days, most individuals are interested in taking control of
their investments. Whether you are managing your own portfolio
or keeping an eye on someone who is, empowering yourself with
financial education is crucial. At Equity Scholar, that’s what we help
people to do.
Experience flexible learning
Whether you’re looking to manage your accounts on your own or
to communicate more effectively with your money managers, the
• Learn at your own pace.
Options Foundation course is the place to start.
• Review online materials as
often as necessary.
• Network with other This course will walk you through the foundations of creating,
executing and maintaining your own option investments. Options
students online or in
are becoming popular among investors who are looking for
person at user group
ways to generate income from their portfolios or even protect their
gatherings.
investments. The Option Foundation course will equip you with the
knowledge you need to put option strategies into action.
Once you’ve completed the course, you’ll be able to:
Understand options – what they are, how they work and what
opportunities they may present.
Learn the four basic option types that all option strategies are
based on:
• Long calls
• Short calls
• Long puts
• Short puts
Hedge your positions against market loss by using options as
protection during times of increased volatility.
Learn which strategies work best in which market conditions,
based on price, time and volatility.

9. Options Foundation Course
Outline
• Chapter 1 - Introduction to Options - The following section
covers the basic characteristics of options. In this section you
will learn about the key terms and metrics, various parties
involved, and the mechanics associated with buying and selling
options and the Greeks.
• Chapter 2 - Single-Leg Option Strategies - The following section
covers basic long and short options strategies. In this section
you will learn about the buying and selling calls, buying and
selling puts, and the various profit and loss implications that
arise from the changes in the characteristics of the underlying
assets that options represent. Topics Include Single-Leg Long
Strategies and Single-Leg Short Strategies.
Copyright © 2010 Equity Scholar, LLC. All rights
reserved. Terms of use apply. Any reproduction, • Chapter 3 - Multi-Leg Option Strategies - The following section
alteration, distribution, public display, demonstration
for profit, or storage in any electronic storage media in
covers the advanced options strategies. In this section you will
whole or in part is prohibited. Equity Scholar is a learn about the how to construct complex options strategies
financial education service which publishes information
that is educational in nature and designed to contribute using calls, puts, and equity positions. Among those included
to your overall understanding of various types of
technical and fundamental analysis and how we apply are covered calls, protective puts, vertical and calendar spreads,
this information to the financial markets, including
ways in how to invest. We are providing financial
butterflies and condors, and straddles and strangles.
education and are in no way recommending, advising,
endorsing, or soliciting the purchase, sale or short sale
of any securities, options, futures or other financial
instruments. The trading and/or investing of stocks,
options, forex, and futures may not be suitable for
everyone and may involve the risk of losing part of your
• Chapter 4 - Pricing Options - The following section covers the
money, all of your money, or in the case of futures, complex factors that determine how options are priced. In this
more than all of your money. We at Equity Scholar, LLC
are not Financial Advisors, Registered Analysts, or section you will learn about the various components of an
Registered Broker-Dealers. We do not offer trading
models for you to copy. The financial education we options price, the “Greeks” and how they influence prices, and
provide illustrates many ways of how to invest and
trade stocks, bonds, options, and futures; however,
how this information can be used to make the most educated
these models represent our own opinions and are investment decisions.
intended to teach our ways of short and long-term
trading, as well as investing. The risks involved in
trading and investing the stock, options, forex, and
futures markets can be substantial. You, the
member/non-member/visitor, and not Equity Scholar,
are solely responsible for any losses, financial or
otherwise, as a result of using this Website. Equity
Scholar shall under no circumstances be liable for any
lost profits, lost opportunities, misstatements, or errors
contained within these pages. By participating on this
site you, the member/non-member/visitor, agree to
hold Equity Scholar harmless for any act resulting
directly or indirectly from this site, its data, content,
materials, associated pages and documents. No
representation is being made that any account will or is
likely to achieve profits or losses similar to those
stated. Finally, past performance is in no way indicative
of future results.