Investools from TD Ameritrade Holding Corp. offers a full range of investor education products and services for self-directed investors.
Over the past 25 years, Investools has helped more than 500,000 people become better educated investors.
Investools products and services are built around the Investools Method®—a unique combination of online learning and coaching designed to help investors learn more effectively and take control of their financial futures.
Investools Inc. is a wholly owned subsidiary of TD Ameritrade Holding Corporation.
Neither Investools, 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, 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. Investools has been helping people to take control of their finances for over 25 years. To date, over half a million people have learned to invest in any market with help from Investools. Our organization is dedicated to delivering a superior client experience. Our instructors are veteran traders, and many carry some of the most prestigious market designations in the financial services industry. These experienced instructors work closely with our head of Learning Design and Development, 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 provide continuing education to eligible 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. Because we always have our clients’ best interests in mind, we have also implemented suitability guidelines for prospective students strongly recommending, among other things, that individuals should not spend more than 25% of their investable assets on investor education.
No, Investools does not teach day trading strategies. Investools offers only the information and education on how you can make trading decisions.
We offer beginner, advanced and expert courses. So regardless of your investing experience, there is a course for you.
Beginners and advanced traders alike use the Investor Toolbox® to aid their analysis. Also, in addition to our core courses, we offer advanced and expert courses that can teach you new strategies to supplement your current system. So regardless of your investing experience, there is a course for you.
When you purchase an Investools course, you receive access to the following:
Every course includes a Workshop, which is delivered both in-person and online. In-Person Workshops are taught around the United States. We also offer One-to-One Coaching to provide investors with personal guidance throughout the learning process.
We offer the following courses: Stock Investing, Options Strategies, Portfolio Management, Income Investing, Technical Analysis, Fundamental Analysis, Advanced Options Strategies, Forex Trading, and Futures Trading.
Our Online Courses are designed to allow you to set your own pace. You can take as much time as you need to review the Online Course material.
Your investing style determines how much time you need to devote to your investing. Only you can determine how much time will be needed in your investing routine.
No, you can complete all of our Online Courses on your own schedule.
We have a wide range of products and services available, including Online Coaching, Trading Rooms®, and One-to-One Coaching.
In Online Coaching, you and other Investools students lead the session by asking questions directly to an Investools instructor. By contrast, our Trading Rooms® are led by Investools instructors. During Trading Rooms, Instructors place paper trades, examine new trading rules, and explore new topics. You can view Online Coaching and Trading Rooms live or watch archived sessions at your own convenience.
No, Investools 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 35 educators on staff. Our instructors are experienced market investors. They're passionate about investing, and dedicated to helping you become a better educated investor. This has fueled our reputation around the United States as a leader in investor education.
No, you 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.
If your subscription expires, you will not be able to access Investools courses, tools, or coaching products. To renew your subscription, call 800-291-8289.
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.
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, and account number. To pay by check, please contact an Education Counselor at 801-291-8289.
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 800-471-0406, Monday through Friday, 9:00 a.m. - 5:00 p.m. ET. After your cancellation has been processed, your access to Investools 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®7, Windows XP, Windows 10 and Mac OS® X. Your web browser needs to be at least Firefox® 36, Google Chrome 35, or Internet Explorer 9, though we strongly recommend Firefox 38 or Internet Explorer 10. 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 education products and services.
The online courses and live workshops listed below qualify for CE credit. You can take the online course and attend the two-day live workshop and receive credit for both.
Stock Investing—Online Course and Live Workshop
Technical Analysis—Online Course and Live Workshop
Fundamental Analysis—Online Course and Live Workshop
Options Strategies—Online Course and Live Workshop
Advanced Options Strategies—Online Course and Live Workshop
Forex Trading—Online Course and Live Workshop
Futures Trading—Online Course and Live Workshop
Portfolio Management—Online Course and Live Workshop
Income Investing—Online Course and Live Workshop
FastTrack: Weekly Options—Online Course Only
|CFP (CEs)||NASBA CPA (CPEs)||IACET (CEUs)|
|Stock Investing Course||5.0||N/A*||0.8|
|Stock Investing Workshop||18||18||1.3|
|Fundamental Analysis Course||6.5||N/A*||0.8|
|Fundamental Analysis Workshop||18||18||1.3|
|Technical Analysis Course||6||N/A*||0.9|
|Technical Analysis Workshop||18||18||1.3|
|Options Strategies Course||10||N/A*||1.8|
|Option Strategies Workshop||18||18||1.3|
|Advanced Options Strategies Course||8.5||N/A*||0.6|
|Advanced Options Strategies Workshop||18||18||1.3|
|Forex Trading Course||6||N/A*||0.7|
|Forex Trading Workshop||18||18||1.3|
|Futures Trading Course||3.5||N/A*||0.5|
|Futures Trading Workshop||18||18||1.3|
|Portfolio Management Course||3.5||N/A*||0.5|
|Portfolio Management Workshop||18||18||1.3|
|Income Investing Course||4||N/A*||1.1|
|Income Investing Workshop||18||18||1.3|
|FastTrack: Weekly Options||3.5||N/A*||0.5|
The annual conference is NASBA and CFP approved. Each breakout session is worth 2 CPEs/CEs; Trading Rooms® are worth 1 CPE/CE. We do not offer continuing education for IACET CEUs. For more information, call Client Services at 800-204-7143, Monday-Friday 9 a.m. to 7 p.m. ET.
No, live capstone events do not qualify for continuing education credit.
No, online workshops do not qualify for continuing education credit.