
Technical Analysis and Trading Strategy
Rick Swope helps brokerages, trading firms, and financial institutions elevate the skills of their advisors and clients through advanced training in risk management, technical analysis, and disciplined trading strategy.
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A pioneer in online trading education and co-author of two bestselling trading books, Rick has spent decades teaching professionals how to interpret markets, manage risk, and execute with precision. His programs have trained traders, advisors, and investors across the United States and in major financial centers around the world.
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Bring institutional-level trading education to your advisors and clients.
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Institutional Offering
Firms Engage Rick To
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Strengthen client and advisor knowledge of market structure and risk management
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Improve client education programs
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Provide advanced training in technical analysis and options strategies
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Deliver market strategy workshops and conferences
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Equip advisors to communicate market insight with greater authority
Organizations that invest in training their advisors and clients build stronger relationships, greater credibility, and deeper client engagement.

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Client and Employee Training
Develop confident traders and highly capable advisors who drive efficiency, elevate client trust, and improve long-term retention.
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Master market trends and cycles to anticipate opportunity
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Strengthen portfolio risk management with disciplined frameworks
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Apply technical analysis with precision and consistency
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Leverage options and strategic hedging to control risk and enhance returns
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Event Speaking
Rick has delivered presentations at hundreds of seminars throughout the United States and internationally, speaking in major financial centers including London, Frankfurt, Paris, Dublin, Stockholm, Hong Kong, Dubai, and across Canada. His ability to translate complex market concepts into clear, practical insights has made him a sought-after educator for both professionals and individual investors.
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Webinars, articles and videos
Through professionally structured webinars, he breaks down complex market topics—such as trends, risk management, and options strategies—into clear, actionable insights for both advisors and investors. In addition, Rick produces concise, short-form video content designed for today’s attention economy, giving firms a steady stream of relevant market insights they can share across platforms.
Institutional retainer programs from $25,000 per quarter
Individual Coaching

Client requirements:
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Minimum $250,000 investable assets
Six week training commitment
Options Level 2 approved
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$4200 one time fee
Master the markets with personalized 1-on-1 coaching that transforms you from a reactive trader into a precise, high-probability strategist. In this intensive program, you’ll master candlestick chart pattern analysis, advanced moving averages, MACD, regression lines, support and resistance, measured move price targets, volume profile, RSI, stochastics, price/volume divergence, price patterns, and Bollinger Bands—everything you need to read price action like a professional. Through real-time chart walkthroughs, custom trade plans tailored to your style, and live feedback on your setups, you’ll gain the exact edge that turns confusion into consistent profitability and emotional discipline. Whether you’re struggling with inconsistent results or ready to scale your trading, this is the high-impact mentorship that delivers the clarity, confidence, and proven framework serious traders rely on to win. Spots are limited—secure your place and start trading with unbreakable technical mastery today.
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