Professional Trading Framework & Process Training
A Structured Path to Your Development as a Trader
Build your approach, track your decisions and follow a repeatable process for learning and improvement, from your first steps through every stage of your trading development.
Framework = the structure. Process = how you use that structure before, during and after trading.
A way to keep developing—not just another set of trading ideas.
Knowing more about trading does not always make it clear what to work on next. Unclear rules, missing records or an inconsistent review process can leave you repeating the same decisions without learning enough from them.
How To Run A Trading Business teaches a connected framework and a process you can follow: prepare, execute, review and use what you learn to guide your next improvement. The aim is to keep developing your approach, not simply finish a trading plan.
The Trading Framework
Build the structure you use to operate.
Three connected components give your trading structure and make your decisions available for review:
Trading Plan
Give your decisions a clear foundation.
Develop a written approach to guide how you trade.
Trading Log
See what your trading actually shows.
Build a useful record of your activity and results.
Trading Journal
Understand the decisions behind the results.
Keep the context that makes reflection and review useful.
The Trading Process
A practical process you can follow.
Preparation
Approach your trading with clear priorities rather than starting from scratch.
Trading / Execution
Put your plan into practice through a defined way of working.
Follow-Up & Review
Learn from the evidence and decide what deserves attention next.
Use the Trading Framework before, during and after trading—not just as documents you create and set aside.
What you’ll learn
5 Recorded Training Sessions
Immediate Access · Watch On Demand
Strategy, planning, risk, record keeping, review and the trader’s role in putting the Trading Framework and Trading Process into practice.
- Session 1
Goals, Tools Of The Trade & Trading Strategies
Define your goals, choose an appropriate trading style and timeframe, structure your strategy and test it with evidence.
- Session 2
The Trading Framework
Build the Trading Plan, Trading Log and Trading Journal that provide the structure for how you operate.
- Session 3
The Trading Process, Follow Up And Review & Performance Statistics
Use the Trading Framework through Preparation, Trading / Execution and Follow-Up & Review, then use performance evidence to evaluate and improve.
- Session 4
Money Management, Risk Management & Trade Management
Define your risk and trade-management rules within your Trading Framework, size positions consistently and apply those rules through your Trading Process.
- Session 5
Trading Psychology
Use your Trading Journal and review process to understand the habits, emotions and behavioral factors that can affect how consistently you follow your Trading Framework.
Learn, apply, review—and keep developing.
These are educational capability outcomes, not financial-performance promises.
- 01
Bring your approach into one framework.
Connect your strategy, trading plan, risk rules and records so they support how you operate.
- 02
Follow a practical process.
Use a repeatable routine for preparation, execution and review rather than treating each trading day in isolation.
- 03
Learn from your decisions and changes.
Track what you did, what you changed and the results, so you can examine what is working and what needs attention.
- 04
Keep your development moving with evidence.
Choose what to learn, practice or refine next, then review again. Use that feedback to guide your work toward your trading goals.
Who this is for
A framework for every stage of your development.
You can begin learning the framework and process as a beginner, or use them to examine an established approach. Market-reading skills are a separate foundation to develop; this program does not replace that training.
- You already understand how you want to read or analyze the market but need a stronger trading framework and process.
- You have strategies or setups but they are not fully defined, tested or documented.
- You do not have a complete trading plan, log, journal and review process.
- Your risk or position-sizing decisions are inconsistent or made too late.
- You struggle to distinguish a good process from the short-term outcome of an individual trade.
- You want a structured framework for becoming more self-directed and evidence-led in your development.
What to expect
This is professional trading framework and process education, not a shortcut.
- It is not a signal service or copy trading.
- It does not provide guaranteed trade calls.
- It is not a promise of profitability, consistency or income.
- It does not build your personalized plan for you one-to-one; private implementation is a separate service.
- It is not legal, tax or corporate advice about forming a trading company.
- It requires self-directed implementation, record keeping, practice and review.
The methodology and teaching
Developed and taught by Simon Klein.
Simon Klein is the founder of TradeSmart and a professional trader with more than 20 years of trading experience. He began his professional trading career in 2005 after passing the FINRA Series 7 and trading with Generic Trading of Philadelphia.
He previously worked as an analyst/programmer at Credit Suisse in London and New York and holds a First Class BSc in Computer Science from UCL.
The objective is to develop your own understanding and judgment.
See how traders describe the learning experience.
Professional Trading Framework & Process Training
How To Run A Trading Business
- 5 recorded training sessions
- Immediate access
- Watch on demand
$4,997one-time
Get How To Run A Trading BusinessNot Ready for the Complete Program?
Start with How To Create Your Own Trading Strategy, available separately as Session 1 of How To Run A Trading Business.
Purchase Session 1 on its own, or choose the complete program for all five sessions.
Frequently asked questions.
Build the framework and process in which to develop as a trader.
Build your approach within a professional framework. Follow the process, learn from the evidence and use each review to guide your next stage of development.
Get How To Run A Trading Business — $4,997