Tier 1 · Foundations

Setting Up for Success

Choose the right broker, understand your account options, practice without risk, and assemble the tools and data sources that professional traders rely on every day.

4
Sub-Modules
5
Hours
21
Quiz Questions
4
Case Studies

Module 1 taught you how markets work. Module 2 is about getting you operational. By the end of this module, you'll have a clear picture of which broker fits your needs, which account type matches your situation, how to build skill without risking capital, and which tools deserve a spot on your screen. This is the practical foundation everything else is built on.

Sub-Modules
2.1

Choosing a Brokerage

Commissions, execution quality, platform features, margin rates, and customer service. Mobile vs. desktop limitations, the ACATS transfer process, and a framework for matching broker to trading style.

1.5 Hours Beginner 5 Questions · 1 Case Study
2.2

Account Types Deep Dive

Cash vs. margin vs. IRA vs. taxable — and the trading implications of each. How account structure affects your buying power, tax treatment, PDT exposure, and long-term wealth building.

1.5 Hours Beginner–Intermediate 6 Questions · 1 Case Study
2.3

Paper Trading & Simulators

Building skill without risk. Market replay tools for accelerated practice, realistic performance benchmarks (win rate, expectancy), a structured first-week exercise, and the four-phase plan for transitioning to live trading.

1 Hour Beginner 5 Questions · 1 Case Study
2.4

Essential Tools & Data Sources

Screeners, charting platforms, news feeds, economic calendars, and SEC filings. Plus: how to build your first watchlist, set up price and filing alerts, and avoid the delayed-data trap.

1 Hour Beginner 5 Questions · 1 Case Study
By the End of Module 2, You Will Be Able To
Evaluate brokers based on execution quality, costs, platform capabilities, and mobile vs. desktop features
Choose the right account type for your capital, goals, and tax situation
Use paper trading and market replay to practice strategies and measure your expectancy
Build a focused watchlist of 10–15 stocks and set price alerts to scale your attention
Navigate SEC EDGAR for filings and set up alerts for insider transactions
Follow a structured transition plan from paper trading to live markets at minimum risk

Prerequisites

Module 1: How Markets Work — You should understand market structure, order types, trading sessions, and basic regulation before setting up your trading environment.

What Comes Next

Module 3: Reading Financial Statements — With your trading environment configured, you'll learn to read the income statement, balance sheet, and cash flow statement that drive fundamental analysis.

Begin Module 2