Richard Sarsfield

I've spent 25 years in institutional investment management — analysing, allocating to, and overseeing professional investment managers at the highest level. My career has been built on applying rigorous analytical frameworks to investment decisions, evaluating fund managers, and understanding how professional capital is deployed across global markets.

This background includes work connected to Insurance Asset News (insuranceassetnews.com), covering how institutional investors in the insurance sector manage their portfolios. The institutional perspective — understanding risk management, portfolio construction, and manager selection at scale — is the lens through which I evaluate everything, including trading education.

I encountered ITPM from the perspective of a professional who already understood markets at an institutional level. Most trading education targets retail traders with retail-level content — chart patterns, indicator strategies, day trading systems. ITPM is fundamentally different.

My assessment: the ITPM methodology is the closest thing available to genuine professional trading education for retail investors. The macro-first, top-down approach — understanding the economy before touching a single stock — mirrors how institutional managers actually think. The long/short portfolio construction, the emphasis on risk management, the volatility assessment framework — these are the tools professionals use every day.

My credentials give me a uniquely authoritative perspective to review and recommend these courses. I can assess whether ITPM actually teaches what professionals do, because I have spent 25 years working alongside them.

I have completed every core ITPM programme, evaluating each from the perspective of an institutional professional:

• ✓PTM — Professional Trading Masterclass (Completed)
• ✓POTM — Professional Options Trading Masterclass (Completed)
• ✓PFTM — Professional Forex Trading Masterclass (Completed)
• ✓ITPM Institute Trader Status

I built ITPM Course because I genuinely believe these programmes are the best trading education available, and I wanted to provide honest, authoritative reviews from someone who can assess them against institutional standards. Too many affiliate sites promote courses they've never taken.

As an ITPM affiliate partner, I have an exclusive discount code that gives visitors a saving on any course. When you use my code, you save money and I earn a commission — a straightforward arrangement that costs you nothing extra.

The $299/year subscription includes both the Macro Dashboard and the Trade Ideas Lab — professional-grade macro data and ITPM-style trade ideas, all in one place. If you're applying the ITPM methodology, having live macro data and worked trade examples at your fingertips is invaluable.