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We'll take a deeper dive into the Advisor Portal and TWS. We’ll show you how to create a risk profile questionnaire to send to your clients and explain how you can customize your client’s application and onboard multiple accounts using Application XML. Step-by-step we’ll show you the Tax Optimizer tool to manage your gains and losses for tax purposes. We’ll walk through TWS Rebalance Portfolio and Model Portfolio tools, plus show you how to navigate IBKR Mobile for Advisors. Lastly, we’ll give you a tour of PortfolioAnalyst, Bonds and Cash Management features tailored for Advisors.

Instructor:

Contributor: Interactive Brokers

Level: Beginner

Traders who win consistently treat trading as a business. While there is no guarantee that you will make money, developing a trading plan is crucial if you want to become consistently successful and thrive in the trading game. Every trader—no matter your experience—needs a plan.

Contributor: CME Group

Level: Beginner

Client Portal enables clients of Interactive Brokers to stay connected to what matters as well as access key features and services in their accounts. Client Portal not only provides users with access to details about their accounts, but also allows them to trade using a single log in.

Instructor:

Contributor: Interactive Brokers

Level: Beginner

Whether you are a new to the world of fixed income trading or an experienced professional, our course is structured to help you configure and locate bonds available for trading in TWS. Each lesson addresses a specific aspect to the subject from the perspective of the user looking to quickly move ahead with distilling the world of bonds on the platform.

Instructor:

Contributor: Interactive Brokers

Level: Beginner

This course will cover using IBKR Mobile on your Android© phone. We’ll cover a wide range of topics such as customizing your watchlists, adding chart indicators, plus trading stocks, options, futures and forex worldwide.

Instructor:

Contributor: Interactive Brokers

This course is about using IBKR Mobile on your iPhone and we’ll also explore the iPad user interface. We’ll cover a wide range of topics such as customizing your watchlists, adding chart indicators, plus trading stocks, options, futures and forex worldwide.

Instructor:

Contributor: Interactive Brokers

Level: Beginner

For most money managers, risk management is a key component to investing. The IB Risk Navigator is a powerful standalone portfolio monitoring tool built to measure and aggregate real and dummy position exposure across all asset classes.

Instructor:

Contributor: Interactive Brokers

Level: Intermediate

There are two types of analysis used by traders to inform their trading decisions. Technical analysis and fundamental analysis. In this course, you will learn about the various patterns, indicators, and analysis techniques traders use when studying the price of a commodity. We will start at the beginning by learning how to read price charts. Then we’ll cover some of the more popular techniques such how to identify trend and reversal patterns, finding support and resistance levels, and various oscillators.

Contributor: CME Group

Level: Intermediate

If you are interested in investing in non-US companies, this course explains how to gain exposure through American Depositary Receipts. We explain what an American Depositary Receipt is; why an investor would use them; where and when ADRs are traded and how investing in ADRs differs from investing directly in the stock of a foreign company. This course also covers the history of ADRs and potential benefits and risks.

Instructor:

Contributor: Interactive Brokers

Level: Beginner

In this course you will learn: • How to access and configure charts, so you can quickly visualize an event in real time. • Create Multiple charts in one panel • How to build and save chart templates for reuse, • And for those of you who want to trade directly from a chart, we’ll show you TWS ChartTrader.

Instructor:

Contributor: Interactive Brokers

Level: Beginner

This course provides an overview of Exchange Traded Products (ETPs), including different categories and types of ETPs, as well as some of the opportunities and risks these products present to investors. Lessons in this course will also explore physically backed commodity ETPs, such as those underpinned by gold and silver, as well as synthetic ETPs such as oil ETPs and Short and Leveraged (S&L) ETPs. Some insights into what investors should be aware of when deciding to invest in these products, and ways of mitigating certain risks, are also offered.

Contributor: WisdomTree Europe

Level: Beginner

This course provides content to suit investors with different levels of knowledge about the futures market. Investors new to the world of futures trading can use this introductory course to learn key industry concepts and how to find information using the trading tools within TWS.

Contributor: CME Group

Level: Intermediate

This course provides an introduction to indexes. You will learn what an index is, how it is used, and how index constituents are selected. We will discuss what it means for an index to be float-adjusted, as well as how index values are calculated, and how those values are used to calculate performance.

Instructor:

Contributor: FTSE Russell

Level: Beginner

We will teach you the different types of margin accounts, methods and requirements in order to understand how margin rules are determined both domestically and abroad. Trading on margin is only for sophisticated traders. You may lose more than your initial investment.

Instructor:

Contributor: Interactive Brokers

Level: Advanced

In this course, IBKR senior market analyst Steven Levine provides essential details about the U.S. municipal bond market, including the types of securities investors typically encounter such as general obligation bonds and revenue bonds. We’ll also offer you some tools to enable you to obtain a better understanding of the risks involved with municipal securities and how they may be mitigated, along with certain tax considerations.

Instructor:

Contributor: Interactive Brokers

Level: Beginner

Whether you are new to options or want to brush up on some risk basics, or you are learning TWS and want to know how to locate option fields and data, our Introduction to Options course is an excellent first step.

Instructor:

Contributor: Interactive Brokers

Level: Advanced

A solid overview into modern technical analysis by long-time trader and best-selling author Adam Grimes. This course will give you a solid foundation in chart reading, understanding a trading edge, using indicators, and developing the process and skills to apply these tools in your own trading.

Instructor:

Contributor: MarketLife

Level: Beginner

In this Traders’ Academy course you will learn about the most popular Order Types: “Market”, “Limit” and “Stop”; Order Types for speed of execution or to achieve a specified price; how to place these orders in TWS Mosaic; to distinguish between the popular order types, when to use them and about risk management and how that plays into using certain order types such as stops and bracket orders.

Instructor:

Contributor: Interactive Brokers

Level: Beginner

In this course, IBKR senior market analyst Steven Levine provides essential details about the U.S. corporate bond market, including the types of securities investors typically encounter such as secured and unsecured notes. We’ll also offer you some tools to enable you to obtain a better understanding of the risks involved with corporate bonds and how they may be mitigated, as well as recent developments that have helped shape market dynamics. Lastly, we’ll walk you through the IBKR Trader Workstation’s Global Bond Scanner, where you can locate certain corporate bonds in the secondary market, create charts and conduct due diligence to help inform your investment decisions.

Instructor:

Contributor: Interactive Brokers

Level: Beginner

This course covers the basics of U.S. exchanges and the rules that govern U.S. equities trading. Presented by IEX, it uses The Investors Exchange as an example for what happens to your order when it gets sent to a stock exchange. About IEX Group, Inc. IEX is a technology company committed to raising the bar for performance, fairness and transparency. In 2016, we launched the Investors Exchange, a stock exchange working to protect investors. Since then, the Investors Exchange has grown to be one of the largest exchange operators globally, by notional value traded. To learn more about the exchange and other IEX businesses visit iextrading.com or search IEX.

Instructor:

Contributor: IEX

Level: Beginner

The PortfolioAnalyst reporting tool enables users to slice and dice portfolio investments in order to measure and compare performance against routine or complex benchmarks. From a simple snapshot of your investments to a granular detailed report, the user is able to create reports that explain portfolio performance relative to selected benchmark sectors.

Instructor:

Contributor: Interactive Brokers

Level: Beginner

This course is aimed at helping investors wanting to take a short position in stocks understand what to do and where to find key information in Trader Workstation. We explain the short selling cycle and how investors can easily find out stock loan availability in the platform.

Instructor:

Contributor: Interactive Brokers

Level: Advanced

This course puts retirement plans into historical perspective and aims to help the student understand what contributions can be made to different types of plans. You will learn about what the IRS permits as allowable types of investments into different plan types, as well as rules about IRA beneficiaries.

Instructor:

Contributor: Interactive Brokers

Level: Beginner

This course is designed to help investors understand the implications of trading outside of their domestic market. The goal is to help investors be aware of available markets, trading permissions and market data available through Interactive Brokers.

Instructor:

Contributor: Interactive Brokers

Level: Intermediate

R has an array of R-packages for automated trading and performance analytics for back testing and analyzing trading strategies. The IBrokers package has been created by Jeffrey Ryan and is currently maintained by Joshua Ulrich.

Contributor: QuantInsti

Level: Intermediate

ETFs resemble mutual funds in structure but can be traded throughout the day like stocks. Direxion offers leveraged ETFs — daily trading tools that are designed to help increase exposure and stay agile in rapidly changing markets.

Contributor: Direxion

Level: Intermediate

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