Hands-On · Plain Language · Risk-Free Practice

AI-Powered
Financial Education

Learn conservative, income-focused options strategies — explained in plain language, using AI tools to visualize and practise before risking a single dollar.

Covered Calls Cash-Secured Puts Paper Trading First

📚 Educational purposes only. Options involve risk of loss and are not suitable for every investor. Past performance does not guarantee future results. Consult a licensed financial advisor before trading.

Core Strategies

What You'll Learn

A focused set of conservative, income-focused strategies — not day trading, not crypto gambling. Real skills you can use for years.

💰

Covered Calls

Generate monthly income from stocks you already own — like collecting rent on your portfolio.

🎯

Cash-Secured Puts

Get paid to wait for stocks you want to buy anyway — at the price you actually want to pay.

🧪

Paper Trading

Practise every strategy with simulated money before you ever risk real capital.

🤖

AI Screeners & Dashboards

Use AI tools to scan hundreds of stocks in seconds and visualize trade opportunities.

📊

Trade Journaling

Build a personal options journal to track decisions, review what worked, and improve.

🛡

Risk Management

Position sizing, exit rules, and how to protect your capital — taught before any strategy.

Sample Workshop Agenda

A Typical Learning Path

Every workshop is personalized, but here's an example of what your journey could look like. We'll adjust based on your goals, risk tolerance, and capital.

1

Foundations — How Options Really Work

2 sessions

Plain-language explanation of calls, puts, strike prices, expiration, and the Greeks — without any Wall Street jargon. By the end, the news will finally make sense.

What is an option? Calls vs Puts Strike & expiration Reading an options chain
2

Covered Calls — Generate Monthly Income

3 sessions

The most popular conservative strategy. Learn how to sell call options against stocks you already own to collect premium income — and how to pick the right strikes and expirations.

Selecting the right stock Choosing strikes & expirations Rolling a position Assignment scenarios
3

Cash-Secured Puts — Buy Stocks at a Discount

3 sessions

Get paid today to promise you'll buy a stock at a lower price later. If the price drops, you buy at a discount. If it doesn't, you keep the premium. Either way, you win.

Wheel strategy basics Cash allocation Choosing strike prices Combining with Covered Calls
4

AI Screeners & Dashboards

2–3 sessions

Use AI tools to scan hundreds of stocks in seconds, surface trade opportunities, and visualize risk/reward before you click buy. We'll build your own simple dashboard together.

AI screeners setup Risk/reward visualization Trade alerts Building your dashboard
5

Paper Trading & Your Personal Journal

3–4 sessions

Practise every strategy with simulated money. Track every decision in a journal. Review what worked, what didn't, and build the discipline that separates pros from gamblers.

Setting up paper trading First simulated trades Building your journal Reviewing performance

⏱ Session length and total duration depend on your goals and availability — that's exactly what your free roadmap will outline.

Is This You?

Who This Workshop Is For

If any of these sound like you, you're in the right place.

📈

Long-Term Stock Holders

You already own stocks in your TFSA or RRSP and want to generate extra income from them — without selling.

🛡

Conservative Investors

You're wary of crypto gambling and day trading — you want steady, income-focused strategies with defined risk.

🤔

Curious Beginners

You've heard about options but feel intimidated. We start from zero — paper trading only until you're confident.

💼

Pre-Retirees & Retirees

You want additional income streams from capital you've already saved — without taking wild risks.

Outcomes

What You'll Walk Away With

By the end of this workshop, you'll have a complete, conservative income system — not a list of strategies you don't understand.

A working paper trading account

Practise every strategy risk-free before using real money

A personal AI screener dashboard

Surface trade opportunities in seconds, not hours

A trade journal template

Track decisions, review performance, improve over time

A risk management plan

Position sizing, exit rules, capital protection — built in

📈

Financial Education

Conservative · Hands-On

Format

1-on-1 Live Sessions

📍

Location

Calgary or Online

🧪

Risk Level

Paper Trading First

Reserve Your Spot

Ready to Learn
Options Safely?

Fill out the form and I'll send you a free, personalized roadmap for the financial education workshop within 24–48 hours. No obligation — just clarity on your next steps.

What Happens Next:

  • I'll review your goals, capital, and risk tolerance personally
  • You'll get a custom workshop plan by email within 24–48 hours
  • We'll schedule a free 15-minute intro call if you'd like to chat first
  • Zero commitment — decide when you're ready
📞

Prefer to talk first?

825-747-6711

Call or text — happy to chat

Request Your Roadmap

Financial Education workshop · Takes less than 2 minutes

📈 AI-Powered Financial Education

✓ Free & no obligation · ✓ Response within 24–48 hours · ✓ No spam, ever

⚠️ Important Risk Disclosure

All content in this workshop is for educational purposes only and does not constitute financial, investment, or trading advice. Options trading involves significant risk of loss and is not suitable for every investor. Past performance does not guarantee future results. Examples used in the workshop are for illustration only. Always consult a licensed financial advisor before making investment decisions. Sayed Mohdy is an educator, not a licensed financial advisor.

Explore Other Workshops

Not sure financial education is the right fit? Check out these other paths.