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Trade planning and risk management

Course overview


Ask any successful trader for their top tips, and you can be sure one of them will be to stick to a clear trading strategy. Here we explain the tools and techniques you can use to guide your trading decisions, showing you how to create a plan that’s tailor-made for you and your personal goals.

We also introduce you to some crucial ways to manage risk, so you can safeguard your profits and minimise your losses. Lastly, we look in detail at the four main types of trading style, helping you decide which is likely to work best for you.


60 min




Short, easy-to-digest lessons
Practical, interactive exercises
Engaging videos and graphics
Interesting facts and tips
Quiz to check your understanding

Example lesson: SMART trading

In this course you’ll find exercises, charts and illustrations designed to help you build an effective trading plan and manage the risks of trading. To give you a flavour of what to expect, here’s an extract explaining how to set effective trading goals:

To be effective, trading goals need to be Specific, Measurable, Attainable, Relevant and Time-bound. In short, they need to be SMART: