The Institutes Trading Mentors are Professional Traders that have been selected to join the Institute as Senior Trading Mentors because of their proven Track Records, incredibly successful careers and because their approach to the financial markets overlaps considerably with the Institutes approach and the way we teach our students. Senior Trading Mentors are also chosen because of their ability to communicate complex trading strategies in simple and universally understandable language and their ability to teach both beginner and advanced traders to implement the Institutes educational programmes effectively.

You can read the Resumes / Bio’s of each of our Senior Trading Mentors and APPLY for the Mentor you want.

All ITPM Mentors Information can be found here https://itpm.com/mentoring/

Institute Trader Mentoring Programs are completed over a 3 Month (12 Weeks) schedule on a remote basis. Each week your Mentor will schedule Skype / Zoom conference calls with you, and set you tasks to complete during the week preceding your next call. 

i) High Quality Trade Idea Generation 

On each call your Mentor will go through your Trade Ideas with you, discussing the benefits of both Long and Short ideas across multiple asset classes. In the first stage of your program you will be shown how to effectively generate a continuous stream of high quality Trade Ideas so you learn to become self-reliant. You will be shown simple and effective techniques that apply to all markets at all times in order to generate high quality trade ideas successfully. The self-reliance principle is a principle that continues throughout the program, so when you finish your program you do not need to rely on the Mentor themselves or anyone else in the financial markets for trade idea generation and everything else that is necessary to become a successful trader. An effective Mentor / Teacher is one that teaches their student how to do things for themselves, so they can do it forever for themselves. 

ii) Portfolio Construction

As your program continues your Mentor will also show you how to construct effective Long / Short portfolio’s. Portfolio Construction in practice can be very different from theory. This is because there are real time multiple dynamics at play and the financial markets are moving everyday according to short term, medium term and long term news flow and expectations. A winning portfolio is not just a collection of great Long and Short ideas. Even good ideas must be timed well and constructed as part of an overall portfolio that works for the trader, not the other way around. Correlation will also play a major role when constructing portfolios and your Senior Trading Mentor will show you how to balance all of these dynamics when building your Long / Short portfolio so you can do this yourself successfully over the long term. There will also be a specific focus on Equity Options Trade Structures and Long / Short Equities Options Portfolio construction for higher ROI and more efficient / optimal trading.  

iii) Risk Management / Staying In Motion

As you are building your live portfolio you will also be required to manage risk. You will be shown how to effectively manage the risk in your portfolio when there is movement in the market and in the profitability / loss of individual positions, themes and in the overall portfolio. Your Mentor will also be showing you how to run your trading account as a business and to hit performance metrics on a regular basis whilst at the same time how to manage risk properly. This is all done on a probabilistic analysis of actions taken on positions at certain times. We refer to this in trading as “Staying in Motion.” This is a discipline that can never every be taught in a Video Series and is an entire new discipline in itself. Much discussion will also centre on current and future news, trends and expectations and how to best position and manage risk going forward. You will be taking actions on positions and “staying in motion” based on expected news flow. 

The Professional Trader approach is very much a multi-dimensional / flexible approach and implementing it successfully can take time. No one Trader Mentoring Program can be exactly the same due to changes in market conditions over time, however all participants of the 3 Month Mentoring Programs walk away knowing how to constantly provide themselves with high quality trade ideas, construct effective Long / Short portfolios across asset classes and manage the risk of those portfolio’s effectively by staying in motion so they can be a self-reliant trader moving forward and become a valuable asset to the Institute Community.

You will learn how to do all of this with real money in live financial markets on a remote basis with screen sharing over a 3 Month (12 week) period via Skype conference. 

You need to set aside / budget for 8-12 hours’ work per week during a 3-month program. As your program progresses you will get used to the weekly processes and workflow you need to complete before each call, meaning you will be become more efficient, quicker and smarter at completing them. Your Mentor will guide you throughout the program in how to get quick answers and shortcuts to get your time management optimised. This is also so you can fit your workflow and trading into your busy weekly work life schedule, so when you complete your program your newly acquired knowledge and skillsets remain a sustainable wealth generating asset. 

You do not need to be located in a particular geography, on a trading desk or in a classroom. The days of trading floors with multiple rows of desks and hundreds of traders commuting into offices into financial centres around the world are long gone. Technological advances now enable people anywhere to access the financial markets and to be taught remotely via VOIP, Webcam and online conference systems such as Skype and Zoom and also screen sharing software such as TeamViewer. This enables Mentee’s to learn from the Institutes experienced trading Mentors all over the world as if they were sitting right next to them at their trading desks. 

A participant on an Institute Mentoring Program (the Mentee) must be an Institute Trader, meaning that the Institutes Senior Trading Mentors can see their positions / portfolio in real time so they can properly discuss those positions and the portfolio at large. With Skype, Zoom and TeamViewer software’s available and the Institutes global brokerage reach and infrastructure, a Mentee can be located anywhere in the World as long as they have an internet connection. 

The price of a 3-Month Trader Mentoring Program is delivered on a Price On Application (POA) only basis. More information on what is included in a 3 Month Trader Mentoring Program can be found in the FAQ section Three Month Trader Mentoring Program FAQs 

All participants in a 3 Month Trader Mentoring Program receive the following resources and coaching; –

• 12 Months Access to IPLT Video Series = $1,299 Value
• 12 Months Access to PTM Video Series = $3,499 Value
• 12 Months Access to PFTM Video Series = $2,999 Value
• 12 Months Access to PFTM Video Series = $2,999 Value
• 12 Months Data Access to Institute Data = $999 Value

• Total value $11,795 + 12 weeks Mentoring with chosen Institute Mentor dependent on availability.  

• Institute Trader with Institute Trading Account Access including all Institute Trader benefits 

You have two choices in applying and booking a 3-Month Trader Mentoring Program. Firstly, you can either purchase any of the ITPM Online Video Series programs before you book your program and then “upgrade” to a Mentoring Program at a later date or …, Secondly, you can apply, book and pay for your Mentoring Program all upfront and get access to all our Video and Data resources immediately as part of your Program.  

i) Complete ITPM Online Video Series Program(s) first  

You can choose to complete ITPM Online Video Series programs first, pass your exam(s) and then apply for your Trader Mentoring Program via the Institute website at the following URL https://itpm.com/mentoring/  – We will first check our database to see which Online Video Series program(s) you have completed and which exams if any you have passed. We will then contact you within seven working days to schedule a telephone call. You will be told all of the details of the Trader Mentoring Program on this call and you will be expected to pay for you Mentoring Program at a discounted rate according to the ITPM upgrade formula for students that have taken ITPM Online Video Series programs previously.  

ii) Apply, Book and Pay Upfront

Apply for your Mentoring Program via the Institute website; – 

https://itpm.com/mentoring/

Due to the restricted capacity that each ITPM Mentor has each financial quarter this is a very popular option as students can secure their Mentoring Program start date and whilst waiting for your Mentoring Program to start, you can complete each Video Series.’ You just need to let us know in your application that you want to book your Mentoring Program in advance and to reserve your place. After paying for your Mentoring Program in advance, we will then grant you 12 Months Access to all of our Online Video Series Programs. To proceed onto the Trader Mentoring Program, we will expect you to complete the IPLT, POTM and PTM Video Series’ and pass your exams. 

The advantage of choosing this approach is guaranteed less waiting time for your Mentoring Program to start and complete. This option is essentially the Institutes Premium Fast Track Option to consuming all of the Institutes Resources and jumping the queue for a Mentoring Program.   

Please Note the booking lead time for Trader Mentoring Programs is between 4-12 weeks. If you intend to proceed onto a Trader Mentoring Program you must book your program at the latest 4 weeks in advance. Your program will be scheduled as 4 weeks minimum preparation and 12 weeks One to One Mentoring trading live with real Money with an ITPM Trading Mentor. 

Yes. Please see the answer to the FAQ How much does an Institute Trader Mentoring Programme Cost? Section ii) Apply, Book and Pay Upfront

Absolutely not! You must pay for your education yourself and prove to us first that you are committed to your Professional educational development. Then secondly, you must trade within the Institutes infrastructure as an Institute Trader for a minimum of 12 months as a profitable and consistent trader, responsibly deploying the processes and strategies that we teach you, with your own capital, prior to becoming eligible for our capital. The Institute is not a drop-in centre for homeless, flaky Retail Traders that want a free ride. We take our education very seriously and we are committed to teaching, sourcing and backing great traders. You must be committed to your own educational development and then prove yourself as a trader first. 

Demand for Institute Trader Mentoring Programs is very high. We perpetually have a 4-12 week waiting list for anyone that wants to undertake a Mentoring Program and everyone on the Mentoring Program waiting list pays upfront for their program. We are sometimes asked by people if we can complete Mentoring Programs on a “profit share basis” and the answer to this question is simple. No! We do not offer Mentoring Programs on a profit share basis. This is for two main reasons;-

i) Value of Time

All of the Institutes Senior Trading Mentors are at the highest levels of their profession and their time is valuable. If they are on the phone teaching people it means they are not concentrating on their own Trading Accounts / Portfolios. Profit sharing based Mentoring Programs do not work with high value traders because the value of their own portfolios is significantly higher than that of the Mentee. Therefore it can end up costing the Mentor money in order to spend time on the phone and time off the phone going through all of the Mentee’s work and teaching them how to implement the Institutes education with real money. We therefore need commitment upfront. If you are offered a profit-sharing Mentoring Program by someone who claims to be a Professional Trader this should raise alarm bells with you for this very reason. It probably means they either do not have their own portfolio or the value of their portfolio is less than yours.

ii) Variables 

There are too many variables from the outset of a Trader Mentoring Program at play. For example, we cannot measure the success of the program from the outset i.e. we cannot measure with 100% accuracy the future opportunities in the financial markets to make money. Opportunities can be erratic throughout the year. Therefore someone booking a Three Month Trader Mentoring Program with the Institute may experience less opportunities to make money during their program than someone else in another time of the year or even another year altogether. This means the value of the Senior Trading Mentors time dedicated to the program over 3 Months (12 weeks) becomes dependent on financial market conditions. We cannot guarantee opportunities and we cannot guarantee profitability.  If you want guaranteed profits you can buy a 10 year US Treasury. On a Mentoring Program at the Institute we are trading financial markets assets such as Equities, Equity Options, FOREX, Commodities and Interest Rate products on a leveraged basis. We take more risk for a potentially higher return, but we cannot guarantee profit or return as this is dependent on opportunities and volatility at the time of a program. This combined with the expense and the opportunity cost of the Senior Trading Mentors time, means we need an upfront commitment so that we can commit our time and energies to a fully tailored programme.

Additionally, we cannot forecast with accuracy how committed someone is to a Mentoring Programme. A lot of people think they like the idea of a 3 Month Trader Mentoring Program that involves trading their real money in the financial markets with an experienced trader alongside them, then half way through a program (even if they are making money) they can decide that the program is not for them and that the realities of live trading and portfolio management with real money is different from the perception that they had at the outset. That person can then disappear and the Mentor is left having dedicated a lot of time to that person in the program for nothing. At the Institute we are constantly searching for talented Retail Traders and in this case we do not achieve our goals. The mechanism of an upfront payment is also a hedge against flaky and uncommitted individuals. 

An Institute Trader Mentoring Program requires an upfront fee so that we know the student is 100% committed to the program from the outset AND so that the Senior Trading Mentor is also 100% committed, because they know from the outset that it is worth giving up their time and earnings potential in their own portfolio’s to dedicate to teaching someone how to best implement the Institutes educational programs with real money. A Mentoring Program is a dual (two way) commitment. 

For information on 3 Month Mentoring Programs that include “Vacation Learning” at the beginning of your program please get in touch via the contact form of the Institute website and we will get back to you within a few days to schedule a call https://itpm.com/contact/

These programs occur throughout the year and involve One to One (Face to Face) Mentoring in a Classroom setting in Phuket Thailand. 

You can see a video sample of the ITPM Thailand Vacation Program by going to the following link; –

Tearing Down the Retail Trading Industry – https://www.youtube.com/watch?v=t_jCCnr85pc

Firstly, Traders do not go out into the world to make people happy. They go out into the financial markets to make money. In our case to make money for our students by passing on the valuable life skill of Trading and Portfolio Management to them. As outlined above we do not guarantee profits / performance / returns. If you complete a 3 Month Trader Mentoring Program, you are paying upfront for the commitment of the Senior Trading Mentor to your Mentoring Program and their opportunity cost of time. You are also paying for all of the education and infrastructure that the Institute provides you for the fee you pay. The success of a Mentoring Program can be dependent on many variables as outlined above, however the Senior Trading Mentors time is fixed once you book and pay for your programme. You will go onto the waiting list to start your programme on a fixed date (usually 4-12 weeks) after you have settled the invoice for your programme. 

By booking and paying for your program you have officially blocked out the Mentors diary for the entirety of the program and therefore by default have made the Senior Trading Mentor commit this time to your Mentoring Program in their diary. This means they can now not Mentor someone else within the capacity they have. The Mentor and the Institute therefore loses that opportunity if you then decide to cancel your Mentoring Program before officially starting and / or cancelling your Mentoring Programme when you are only a few weeks into the schedule. Therefore our refund policy below must be strictly enforced. Our refund policy is outlined in more detail below.  

3 Month Trader Mentoring Program – Refund Policy 

Once you have booked and paid for your Trader Mentoring Program, a cancellation or refund request is not eligible for a 100% refund. A maximum 25% refund can be applied if you request a refund within the 21-day eligibility period, then the reason you give for a refund request will be assessed thoroughly and discretion from management may be used to determine whether your reasoning qualifies you for a refund at all. 

By booking and paying for your program you have officially blocked out the Mentors diary for the entirety of the program and therefore by default have made the Senior Trading Mentor commit this time to your Mentoring Program in their diary. This means they can now not Mentor someone else within the capacity they have. The Mentor and the Institute therefore loses that opportunity if you then decide to cancel your Mentoring Program before officially starting and / or cancelling your Mentoring Program when you are only a few weeks into the schedule. Therefore, our refund policy below must be strictly enforced.

If you are committed to learning how to implement what you have learnt in the IPLT, PTM and POTM Video Series’ and finding out more about the Institutes 3 Month Trader Mentoring Programs, then you just need to get in touch with us via the following links at the Institute website.
Mentoring Programme Application Link – https://itpm.com/trader-mentoring/
Institute Contact Form – https://itpm.com/contact/