Cart - Trade All Markets

Fill this out and keep for YOUR records. It is a SELF ASSESSMENT to help you stay on track and take inventory of your current situation and use it as a ROADMAP to your Financial Destination.

Today's Date? (Not Birthdate)

Email Address*

What is Your Name?

First Last

Phone Number*

How Would You Like To Be Contacted?

Phone
Email

What is the best time of day to contact you?*

Facebook Name - (If none, enter N/A) *

What State do you currently reside in? **

Zip Code*

ZIP / Postal Code

Are you interested in being a trader or investor? **

Trader
Investor
Both

How many years do you have before you retire?*

1-10
10-20
20+

How much monthly income would you "NEED" not "WANT" after you retire?

Do you have life insurance?*

Yes
No

Do you own any property?*

Yes
No

Do you have any knowledge/experience in the financial markets?*

Yes
No

What is your financial market experience level?*

Beginner - No knowledge
Intermediate - Knowledge and less than 2 years of trading experience
Advanced - Knowledge and more than 5 years of trading experience
Expert - Knowledge and more than 10 years of trading experience

If Yes, which market(s) do you have knowledge of?*

Do you currently have a stock portfolio?*

Yes
No

If Yes, what do you currently receive in annual payouts on your portfolio(s)? (If no - N/A)*

Do you currently have 6 months of savings?*

Yes
No

Why are you interested in learning about the financial markets?

After obtaining the knowledge, what are you expecting to do with it?

How much have you spent on learning the financial markets?

Are you an entrepreneur/business owner?

Yes
No

If YES, what is your business category/sector?

If NO, are you looking to become an entrepreneur/business owner?

Yes
No

Trade All Markets Disclosure

The courses on this website contain affiliate links. Although we receive a commission for using and liking the experts’ courses, our opinions and suggestions are unbiased. This is being disclosed in accordance with the Federal Trade Commission’s 16 CFR, Part 255. PLEASE ANSWER (YES OR NO) THAT YOU HAVE READ AND UNDERSTAND THE INFORMATION PROVIDED IN THIS DISCLOSURE.

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