Investools from TD Ameritrade Holding Corp. offers a full range of investor education products and services that provide lifelong learning and support to self-directed investors to help improve their investment performance.
Investools products and services are built around a 7-Step Investing Formula™ that is designed to teach both experienced and beginning investors how to approach the stock selection process according to our proven investing formula. Course offerings are generally combined with personalized instruction and ongoing support. They are offered in a variety of learning formats, which solidify students' understanding of the investing process and help them take control of their financial futures.
Currently, Investools has more than 450,000 graduates and nearly 83,700 subscribers, indicating that the Investools Method® is among the most widely adopted investor education system in the world.
Investools Inc. is a wholly owned subsidiary of TD Ameritrade Holding Corporation.
Neither Investools from TD Ameritrade Holding Corp., nor any of its respective officers, personnel, representatives, agents or independent contractors are, in such capacities, licensed financial advisers, registered investment advisers or registered broker-dealers.
Neither Investools from TD Ameritrade Holding Corp., nor any of its respective officers, personnel, representatives, agents or independent contractors provide investment or financial advice or make investment recommendations, nor are they in the business of transacting trades, nor do they direct client-commodity accounts or give commodity trading advice tailored to any particular client's situation.
Investools is not like many other investment educators, and Investools is definitely not a scam. We've been teaching people to take control of their finances for over 25 years. Our training system has evolved with the markets to give you everything you need to become a confident investor. And in 2009, Investools was acquired by TD Ameritrade Holding Corp., to offer premier training to self-directed investors, including TD Ameritrade clients. Our organization of over 300 employees is dedicated to delivering a superior client experience. To date, over half a million people have learned to invest in any market with help from Investools. Our instructors and investing coaches are veteran traders, and many carry some of the most prestigious market designations in the financial services industry, such as Certified Market Technician (CMT) and Certified Financial Analyst (CFA). These experienced traders work closely with our head of Learning Delivery and Design, a PhD and expert in curriculum design, to develop high-quality courses to meet your needs.
In recognition of our high standards, Investools has been approved as an Authorized Provider by "the premier standard-setting organization for continuing education and training providers," the Internal Association for Continuing Education and Training (IACET)^. The quality of our training system has qualified us to train financial professionals. We are approved to offer continuing education credits to Certified Financial Planners (CFPs) as a CFP® Board-Registered education provider. Investools is committed to providing our students with educational opportunities appropriate to their experience and financial situations. That is why we allow students to enroll in individual courses that meet their particular learning needs. We have also implemented suitability guidelines for prospective students strongly recommending that individuals should not spend more than 25% of their investable assets on investor education.
About Investools Investor Education
No, Investools from TD Ameritrade Holding Corp. offers only the information and education on how to make your trades.
We offer beginner, advanced and expert courses. So regardless of your investing experience, there is a course for you.
We offer advanced and expert courses, in addition to our core courses. So regardless of your investing experience, there is a course for you.
In addition to online courses and coaching products specific to the program you purchase access to the Investools from TD Ameritrade Holding Corp. includes the following:
A full suite of research and analysis tools in the Investor Toolbox®
A student-based Community with discussion forums and user groups
Course-specific Web-based tutorials
Searchable knowledge base and Community-generated content
Free Open Houses held every week
There are several learning formats for each of our courses to accommodate the needs of today's investors. Live workshops are taught around the United States, and additional events are available - in person or live online. We also offer a One-to-One Coaching Program to provide investors with personal guidance throughout the investing process.
We offer the following Courses:Principles of Investing, Introduction to Trading Stocks, Basic Options, Advanced Technical Analysis, Advanced Fundamental Analysis, Advanced Options, Forex, Futures, Portfolio Strategies and Automated Investing.
Our courses are designed to allow you to set your own pace. You can take as much time as you need to review the course material. We have found that students who spend more time studying tend to perform better in the markets.
Your investing style determines how much time you need to devote to your investing. The more active you are in your investing, the more time you will need to spend analyzing potential trades and monitoring current trades.
No, you can complete all of our Online Courses on your own schedule.
We have a wide range of products and services available, including Coaching and Trading Rooms.
In our Coaching Program, you can request one-to-one help from our staff coaches via e-mail, phone or Live Chat. By contrast, our Trading Rooms are live multimedia presentations that are delivered directly to your Web browser. Instead of talking to coaches on the phone and listening to them describe something on the screen, Trading Rooms allow you to see exactly what the coaches are referring to, because you can see their screens in real time.
No, Investools from TD Ameritrade Holding Corp. does not tell you what to buy. We provide the information, online tools and education to enable you to analyze your own trades.
Yes, you may use the program together. Each primary account owner may create a guest account that can be used by a family member. The guest account will have equal access to what the primary account has, with the exception of Real-time Quotes (RTQ). If access to RTQ is desired, the primary and guest would need to purchase them.
We have more than 100 educators on staff. Our coaches and instructors are experienced market investors. They're passionate about investing, and their enthusiasm carries over into our courses. This has fueled our reputation around the United States as a leader in investor education.
No, We do not need to complete any tests before enrolling in our programs.
No, we are not an accredited university.
No, all our course materials are available via our website, where you can find interactive course manuals complete with quizzes and final exams, archived live sessions and much more, depending on the course or program you register for.
If you signed up for an auto-renew option, then your Web time will automatically renew. If you did not sign up for the auto-renew option, you will lose access to the products you purchased. To renew your subscription, call 1.800.706.7452.
Enrollment Process and Payment
Yes. If you have family, friends or co-workers to refer, contact the referrals department at 1.800.393.5123. You can also contact the referrals department at 1.800.393.5123 if someone referred you to Investools and you would like them to receive the referral bonus.
We do not offer a payment plan at this time.
Yes. You will be able to start the course as soon as you submit the enrollment form. You will also receive an e-mail with your username and password.
We accept all major credit cards, as well as Visa® or MasterCard® debit cards. To process your check electronically, we need the check number, routing number, account number and your driver's license number. To pay by check, please contact admissions at 1.800.393.5123.
You have seven business days from the day you complete the enrollment process to cancel the transaction. Business days are defined to include all calendar days except Sundays and federal holidays.
To cancel your purchase, call 1.800.471.0406, Monday through Friday, 9:00 am - 9:00 pm ET. After your cancellation has been processed, your access to Investools from TD Ameritrade Holding Corp. will end immediately and there will be no further charges.
We provide all of the training and support necessary to become acquainted with the online tools you will be using.
We support Windows® XP, Vista, Windows 7 and Mac OS® X. Your Web browser needs to be at least Firefox® 3.5 or Internet Explorer® 7, though we strongly recommend Firefox 3.6 or Internet Explorer 8. Additionally, a recent version of Java and Adobe® Flash® Player is necessary. A broadband Internet connection is required for Webcasts and multimedia portions of your education.
Yes, an Internet connection is required. Broadband is necessary for certain components of your education.
You do not need a brokerage account to enroll in Investools from TD Ameritrade Holding Corp. education products and services, take online courses or attend live events. However, you will need a brokerage account if you want to execute real trades or put the strategies you learn into action.