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This icon is used for courses and programs which build on our Beginner and Advanced stocks and options education, to teach you professional-level investing skills.

Portfolio Management Capstone

Put your portfolio management skills into practice.

Your education with Investools has prepared you to manage your own portfolio. Now it's time to put that knowledge into action. Learn from three days of paper trading, professionally assembled portfolio management examples, and so much more.

Call 1-800-291-8289 to enroll now.

Portfolio Management Capstone Highlights

You've come a long way as an investor. Take the next step in achieving the skills and trading confidence you've been working toward.

  • Identify and build a long-term investment philosophy that matches your time horizon, risk preferences and current life situation.
  • Examine your plan for retirement and develop investment strategies to enhance its effectiveness.
  • Learn advanced technical analysis tactics that can help you determine how to approach bullish or bearish conditions.
  • Improve your ability to dynamically adjust or reallocate your portfolio by tracking the economic cycle, market cycle and business cycle.
  • Update your investing plan to match your new trading abilities.

Learn by doing at Experiential Learning Events.

These experiential learning events give you a unique opportunity for hands-on instruction. Put the trading styles you've already studied into action. Apply everything you've learned under the guidance of some of our most accomplished instructors, alongside students as advanced as you are.

Watch a Live Workshop Demo

Featured Instructor

Jae Schroeder

Investools Coach

Once a financial analyst for Goldman Sachs, Jae Schroeder joined Investools as a coach in 2002. He has advanced to become a trainer to his fellow coaches and the lead instructor in the 4-day Active Investing: Advanced Technical Analysis workshop and Options and Portfolio Management Capstones. He brings a wealth of experience to the team, including a degree in Finance from BYU's Marriott School of Business. Jae's focus is to not only help students identify potential trading strategies, but to help them learn how covered calls and advanced option spreads can reduce risk and protect capital.


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.


What does this icon mean?

Investools education is centered on the courses you take. Choose a program of courses for the ultimate learning experience and value. Or you can take courses on an individual basis.

Take the Portfolio Management Capstone

A unique three-day experiential learning event with live, interactive instruction, in which you'll apply learnings from all our courses, refine your investing plan and discover new asset allocation strategies.

Call 1-800-291-8289 to enroll now.

Standard Price


TD Ameritrade Clients


TD Ameritrade provides its clients with innovative technology, easy-to-use tools, straightforward pricing and superior client service. In fact, TD Ameritrade was rated #1 for Options Traders by Barron's. And TD Ameritrade clients can enjoy valuable discounts on Investools education.

What do these icons mean?

Our programs bring together the best that Investools has to offer: in-depth coursework with hands-on coaching, tools and community support. They also offer your greatest value, compared to purchasing courses individually.

The Portfolio Management Capstone is Offered in our Programs

Choose a bundled education solution and enjoy the very best that Investools has to offer at a value compared to purchasing courses and capstones individually.

Complete Investor Program

Our most comprehensive program includes all our online courses and their live workshops, plus our exclusive capstones and our very best coaching support. Attend three different three-day live, experiential learning events designed to bring together everything you've learned and test your new skills. You'll have all the tools and services you need to become a complete investor.

What Our Students Say:

"Investools has given me the knowledge and confidence to trade the markets effectively ...
It's so easy." – Larry Yakiwczuk, Investools Student**

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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. 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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 . 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