Experienced Instructors and Coaches


Because successful students have great mentors.


At Investools, the team supporting you has extensive experience. Many carry some of the most prestigious market designations in the financial services industry – such as Charted Financial Analyst (CFA), Certified Financial Planner™ (CFP®) and Chartered Market Technician (CMT).


Our instructors are veteran traders and educators, and our coaches have mentored thousands of students, based on a deep understanding of how the market works. Meet a few of our accomplished instructors and coaches below.



Meet some of our workshop instructors and coaches.


Michael Atkinson

Investools Coach


Before Michael Atkinson began actively trading in 1997, he ran an office for a major brokerage firm and taught investment classes at a local college. He then decided to transition full-time into trading and teaching students about investing. He took a coaching position at Investools in 2005 and now focuses his trading on the equity markets, and is also active in the foreign exchange and derivatives markets. Michael teaches both the Forex and Automated Investing Courses.



Brett Crowther

Investools Coach


An active trader since 1999, Brett Crowther has established himself as a strong technician with a stable fundamental foundation and a love for forex, futures and advanced options strategies. Brett has taught his balance of fundamentals and technicals to literally thousands of students in the live and online Advanced Options, Futures and Forex workshops. He stresses the importance of risk management, believing that even the best system in the world can fail with poor money management, while good money management can help even a mediocre system to yield success.



Michael Follett

Investools Coach


Michael Follett has been investing professionally since 1998, when he worked with one of the world's largest money managers as a retirement specialist, equities broker and bond trader. He then worked as a registered options principal for Morgan Stanley, expanding his knowledge and realizing the power of the derivatives markets. Mike came to Investools in 2003 as a coach and an instructor. He teaches the live and online Advanced Options and High Probability Trading classes, and coaches students on how to apply his personal credo for trading: consistency, correct money management and diversification.



Dave Johnson


Among our most accomplished instructors, Dave Johnson has over 30 years of experience as an investment professional. He was a professional money manager and has applied computer-based technical analysis since 1991. Dave came to Investools in 2004 and founded our first weekly investing webcast, the Active Investor Talk. Today, he often co-hosts the weekly Wall Street Wrap-Up webcast with thinkorswim co-founder Tom Sosnoff. Dave also continues to share his vast experience in several live workshops, including Advanced Technical Analysis, Advanced Options and Basic Options.



Michael Kealy

Investools Coach


In 1994, Michael Kealy began his professional trading career helping clients invest in mutual funds and a wide range of stocks and options. In 2002, he joined Investools as a coach, where he has enjoyed “helping people to achieve better investing results” in a community of “phenomenal traders and instructors.” Michael has led our 3- and 4-day live workshops, and has contributed to the development of curriculum at Investools, including the Advanced Fundamental Analysis course.



Blake Young

Investools Coach


Blake Young first started trading in 1992, when he competed in a national trading competition. He's been focused on trading currencies for the past 7 years, and previously held series 3 and 30 licenses as a commodity trading advisor, with extensive experience in import/export, corporate finance, and the forex markets. He joined Investools as a coach in 2004 and currently leads the Forex workshop, teaching students his personal investing philosophy, drawn from over 15 years of trading: "I would rather miss a good trade than take a bad trade."



Linda McCoy


Linda McCoy has earned the Chartered Market Technician designation, is a member of the Market Technicians Association and holds an MBA from UCLA. She began teaching in 2007 to offer her extensive experience to Investools students, following 18 years as Vice President in several major corporations, including Visa International, Bank of America and Security Pacific Corporation. She has personally completed every course Investools offers and teaches the Investing Foundation, Basic Options, Advanced Options and Advanced Technical Analysis workshops.


Expand to See More

Start taking control in a Free* Investing Training online class.



Take this FREE* 45-minute investment training webcast and start learning to profit in any market with stocks.



Get a quick start with our Investing Foundation Program.



Start racing toward your goals with two courses, a wealth of easy-to-use tools, and our top-tier coaching support, in the program that helps you start managing your own portfolio.

LearnMore

Go where the pros go to learn.

One example: Certified Financial Planners can earn continuing education credits at Investools to help maintain their credentials.

LearnMore

In 25 years, we've seen it all.

25yrs Logo

For over a quarter century, under every market condition, Investools has taught more than 500,000 to trade with confidence.

LearnMore


How the Investools Method® works for real students.

Listen to real students explain how our system helped them get serious about trading. Over half a million Investools students have learned the skills to trade with confidence. Join them and get the experience you need to succeed.





What Our Students Say:

"This education works, and I can't recommend it to enough of my friends."
– Susan Lewis, Investools Student**




© 2013 TD Ameritrade IP Company, Inc. All rights reserved. Terms of use apply. Reproduction, adaptation, distribution, public display, exhibition for profit, or storage in any electronic storage media in whole or in part is prohibited under penalty of law. Neither Investools Inc. nor any of its officers, employees, representatives, agents or independent contractors are, in such capacities, licensed financial advisors, registered investment advisors or registered broker-dealers. Investools Inc. does not provide investment or financial advice or make investment recommendations, nor is it in the business of transacting trades, nor does it direct client commodity accounts or give commodity trading advice tailored to any particular client's situation. Nothing contained in this communication constitutes a solicitation, recommendation, promotion, endorsement or offer by Investools Inc. of any particular security, transaction or investment. The risk of loss in trading securities, options, futures and forex can be substantial. Customers must consider all relevant risk factors, including their own personal financial situation, before trading. Options involve risk and are not suitable for all investors. See the Options Disclosure Document: Characteristics and Risks of Standardized Options. Trading foreign exchange on margin carries a high level of risk as well as its own unique risk factors. Please read the following risk disclosure before considering the trading of this product: Forex Risk Disclosure. Futures and forex accounts are not protected by the Securities Investor Protection Corporation (SIPC). Brokerage services provided by TD Ameritrade, Inc., member FINRA/SIPC/NFA. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Investools Inc. and TD Ameritrade, Inc. (member FINRA | SIPC | NFA) are separate but affiliated companies that are not responsible for each other's services or policies. The paperMoney® software application is for educational purposes only. Successful virtual trading during a one-time period does not guarantee successful investing of actual funds during a later time period—market conditions change constantly. Investools Online® monthly service is required to access programs purchased. †The Open House class is a condensed representation of an Investools from TD Ameritrade Holding Corp. Course, a fee-based program of study. *This class is a condensed representation of the Principles of Investing and Introduction to Trading Stocks Courses, fee-based programs of study. **The experience described in this testimonial is not necessarily indicative of the results other investors may expect to achieve. Results will vary. ±After your free month of One-to-One Coaching, Online Coaching, and Trading Rooms® has expired, you must subscribe to maintain access. ◊Terms and Conditions: Your subscription period begins the day you complete the online enrollment process. Your card will be charged when you complete the enrollment. The law states that You, the buyer, have three business days, from the day you complete the enrollment, to cancel this transaction. Notwithstanding the law, Investools is going to give you seven business days to cancel this transaction. Business days are defined to include all calendar days except Sundays and federal holidays. You understand that you will be charged the additional balance due for any conditions not met. Payment Method: Subscription costs will be automatically charged to the credit card you provide during the enrollment process. Web Site Terms of Use Apply. ΔUnlimited admission to live workshops for the course(s) in which you are enrolled as long as you maintain your Investor Toolbox® subscription. ^Investools from TD Ameritrade Holding Corp. has been approved as an Authorized Provider by the International Association for Continuing Education and Training (IACET), 1760 Old Meadow Road, Suite 500, McLean, VA 22102; (703) 506-3275. In obtaining this approval, Investools from TD Ameritrade Holding Corp. has demonstrated that it complies with the ANSI/ICET 1-2007 Standard which is recognized internationally as a standard of good practice. As a result of their Authorized Provider membership status, Investools from TD Ameritrade Holding Corp. is authorized to offer IACET CEUs for its programs that qualify under the ANSI/IACET 1-2007 Standard. ‡Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. §Online Coaching hours vary by course. Principles of Investing, Introduction to Trading Stocks, and Basic Options Online Coaching sessions are available 9 a.m.-11 p.m. ET on all trading days and 9 a.m.-1 p.m. ET on Saturdays. ∂TD Ameritrade was evaluated against 23 others in the 2011 Barron's Online-Broker review, March 14, 2011, and was named "Best for Options Traders". Barron's is a trademark of Dow Jones & Co., L.P. All rights reserved. Read the article . Neither Investools® nor its affiliate, TD Ameritrade, Inc., endorse or are responsible for the practices and standards of Facebook, YouTube, or Twitter. Investools, Inc. and Lifetime TV are separate and unaffiliated companies that are not responsible for each other's services or policies.