Online Trading Academy

18004 Sky Park Circle S., # 140
Irvine, CA 92612
  • (888) 841-8418 / (949) 608-6020
  • (949) 608-6026 (Fax)

We are the global brand leader in direct access trading education for: stocks, futures and options. All students earn tuition rebates from a choice of five (5) brokers. Our classes are delivered via Web, CDROM and classroom experiences. OTA won the Voyager Award from Technology Investor Magazine for Education Excellence.

Franchisor Background

Year Established: 1997

Franchising Since: 2004

Operating Units

Franchised Units 10 90.9%
Company-Owned Units 1 9.1%
Total Operating Units 11 100%

Geographic Distribution

USA 7 63.6% In 6 States
Canada 1 9.1% In 1 Provinces
International 3 27.3% In 3 Foreign Countries
Total 11 100%

Multi-Unit Operators

Multi-Unit Operators N/A
Franchises Owned by Multi-Unit Operators N/A

North American Unit Density

Density Units
California 2
Texas 2
New York 1

Registered in the following Registration States

California, Florida, Hawaii, Illinois, Indiana, Maryland, Michigan, Minnesota, New York, North Dakota, Oregon, Rhode Island, South Dakota, Virginia, Washington, Wisconsin, District of Columbia

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Support and Training

General Information

IFA Member No
CFA Member No
Franchisee Association? No
Size of Corporate Staff 12
Site Selection
Assistance
Yes
Lease Negotiation Assistance Yes
Financial Assistance Yes, Direct

Marketing Support

Co-Op Advertising No
National Advertising Yes
Regional Advertising No
Local Advertising Yes
Marketing Materials Ad Slicks, Brochures, Coupons/Rebates, Direct Mailers, Emails, Radio Ads, Television Ads, Trade Show Exhibits, Videos
Additional Services: Grand Opening, In-House Marketing, Marketing Research, Newsletter, Online Extranet, Press Releases, Sales Strategies

Ongoing Support

Central Data Processing Yes, at additional cost
Central Purchasing N/A
Field Operation Evaluation Included
Field Training Included
Initial Store Opening Included
Inventory Control N/A
Franchisee Newsletter Included
Regional or National Meetings Included
800 Telephone Hotline Included

Training

Instructors at Irvine, CA 2 Weeks Plus 2 Weeks
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Financial Requirements

Investment

Minimum Net Worth $200K
Cash Investment $50-100K
Total Investment $200-250K
Average Total Investment $225K

Fees

Initial Franchise Fee $65-190K
Average Franchise Fee $127K
On-Going Royalty 10%
Average Royalty 10%
Advertising Fee 3%

Site Information and Requirements

Average Number of Full-Time Employees 2
Average Number of Part-Time Employees 3
Space Needs (in square feet) 3,000
Preferred Site Types
Other Site Types Allowed Office Bldg.
Encourages Conversions Yes
Item 19 (Earnings Claim) Provided? No
Listed in the SBA Registry? No
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Franchisee Qualifications

Financial Net Worth 3
General Business Experience 4
Specific Industry Experience 2
Formal Education 4
Psychological Profile 5
Personal Interviews 5
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Terms of Contract

Term of Initial Contract 10
Term of Renewal Period 5
Passive Ownership? Not Allowed
Area Development
Agreements?
Yes, for 0 years
Sub-Franchisor
Contracts?
No
Franchisees Allowed to Expand Within Territory? Yes
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Expansion Plans

Projected New Units Over Next 12 Months 12
USA Yes, All United States
Canada Yes, All Canada
Overseas Yes, Europe First, then Asia
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Request Information for Online Trading Academy

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