Tier 2 · Technical Skills

Risk Management & Trading Psychology

Position sizing, stop-loss strategies, the math of expectancy, and the psychological discipline that separates survivors from casualties. The module that determines whether everything else you've learned actually makes you money.

4
Sub-Modules
8
Hours
24
Quiz Questions
4
Case Studies

Free Preview Module

This module is available free as a preview of Tier 2 content. Risk management is so critical that we believe every trader should have access to it, regardless of whether they purchase the full course.

You can have the best fundamental analysis (Modules 1–4) and the sharpest technical skills (Modules 5–6), but without risk management and psychological discipline, you will still lose money. This module teaches you to protect your capital through proper sizing, limit your losses with intelligent stops, understand the math that determines whether your system is profitable, and master the emotional challenges that cause most traders to fail.

Sub-Modules
7.1

Position Sizing

The most important skill in this entire course. Fixed-percentage risk model, ATR-based sizing, the Kelly Criterion, conviction-based scaling, and portfolio heat management. How to size every trade so that even the worst losing streak is survivable.

2 Hours Intermediate 6 Questions · 1 Case Study
7.2

Stop-Loss Strategies

Structure-based, ATR-based, percentage, and time stops. Trailing methods (MA trail, ATR trail, Chandelier exit) that let winners run while mechanically protecting profits. Why mental stops fail and what to use instead.

2 Hours Intermediate 6 Questions · 1 Case Study
7.3

Risk/Reward, Expectancy & Survival Math

The math that determines whether your system makes money: risk/reward ratios, expectancy calculation, losing streak statistics, and the trading journal as a continuous improvement engine.

2 Hours Intermediate 6 Questions · 1 Case Study
7.4

Trading Psychology

Fear, greed, FOMO, revenge trading, and tilt — the emotional enemies. Pre-trade checklists, cooling-off protocols, personal trading rules, and why discipline is the only edge that can't be automated away.

2 Hours Intermediate–Advanced 6 Questions · 1 Case Study
By the End of Module 7, You Will Be Able To
Calculate position size for any trade using the fixed-percentage and ATR-based methods
Place structure-based stops at logical technical levels and trail them as profits accumulate
Evaluate any trade setup using risk/reward ratios with a minimum 2:1 threshold
Calculate your trading system's expectancy and know whether it's profitable
Recognize fear, greed, FOMO, tilt, and revenge trading in yourself — and have protocols for each
Maintain a trading journal that tracks the metrics driving continuous improvement
Write a personal trading constitution with rules that codify your process
Survive the inevitable losing streaks that every system produces — mathematically and psychologically

Prerequisites

Module 6: Technical Analysis — Advanced — Stop-loss placement, position sizing, and trailing stop methods all depend on the technical concepts (support/resistance, ATR, moving averages) covered in Modules 5–6.

What Comes Next

Tier 3: Instruments — Module 8 (Stocks & ETFs), Module 9 (Options), Module 10 (Futures), Module 11 (Forex), Module 12 (Crypto). Apply everything from Tiers 1–2 to specific markets and instruments.

Begin Module 7