PTM review
Professional Trading Masterclass
The flagship course. The full macro-first approach and long/short portfolio methodology in one place.
ITPM's flagship course, covering macro analysis, long/short portfolio construction and risk management.
Standard price $3,499 discounted price $2,449.30 with code ptmrich30pct, save 30%
12-month course access
- Format
- 43 videos · ~64 hours · 12-month access
- Prerequisites
- None required, though IPLT first helps. Expect real study time.
- Tools unlocked
- Core Workbench + Stocks Toolkit
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New to ITPM? Start with what ITPM is, or see how the four courses compare on price and value.
Reviewed by
Richard Sarsfield
Richard spent more than 25 years in institutional asset management. He took the ITPM courses himself and reviews them on their merits. He is not an ITPM employee, mentor or spokesperson.
- Last updated
- 6 September 2026
- Course facts last verified
- 17 August 2026
Why PTM is ITPM's core course
The PTM is ITPM's core course and covers the most ground: the macro framework, long/short portfolio construction, volatility, sector rotation, and risk management. I found the macro economics section the most useful part of the course. It sets out a structured, top-down process for analysing the global economy, central bank policy and sector positioning, presented as it is used inside institutional trading desks.
The long/short portfolio module is the other standout. It moves away from simply buying stocks and hoping they rise, towards constructing a portfolio around relative value and risk-adjusted exposure. It's a substantial course with a lot of content, and it rewards real study time. It is the widest of the four in scope, and it is where ITPM's own macro and portfolio framework is taught in full.
Inside the flagship course
$3,499 buys 43 videos · ~64 hours · 12-month access, and the widest syllabus of the four. In detail:
- The complete macro-economic process: business cycles, central bank policy, and inter-market relationships
- Professional portfolio construction using long/short equity strategies across global markets
- Volatility assessment: how to read implied vs realised vol and what it tells you about risk
- Sector analysis and rotation: identifying which sectors outperform in each macro regime
- Professional risk management: position sizing, portfolio heat, correlation risk
- The full ITPM trade process from macro thesis to individual stock selection
The material that stayed with me
What it does best is connect the economic view to portfolio decisions. That link between macro, stock selection, position size and portfolio risk is why I rate it so highly.
- Covers a wide range of professional trading concepts in a single course
- Teaches you to think in portfolios instead of single trades
- The macro analysis is the standout part of the course
Who should commit to it
Choose PTM if you want the broadest ITPM course and are prepared to work through the material in sequence. It is ITPM's flagship, and it suits self-directed traders who want to change how they approach markets as much as people with a finance background who want the practical portfolio-management version. It teaches a method rather than quick setups.
How I would use the 12 months
PTM is the most substantial of the four courses and covers the widest ground. I would work through it steadily, use the full 12-month access and revisit the denser macro modules as the portfolio material starts to come together. Its depth is a large part of the value.
A substantial course that rewards steady, sequenced study
It covers the widest ground of the four, and in my view that depth is the reason to buy it. The Trade Plan Card gives you the process as a form you fill in per trade, so you're applying it from the first week instead of waiting until you've worked through everything.
There is a lot of material, so it helps to have a way of keeping track
The Trade Plan Card and the Plan Adherence Review turn the process into a checklist you run on each trade: macro view, thesis, size, stop, target. You work from the card instead of holding all of it in your head at once.
If you enrol through this site
What you get with the PTM
Core Workbench + Stocks Toolkit
Enrol in the PTM through a link on this site and I'll add 12 months' access to the Workbench once ITPM verifies the referral: practical planning, sizing and review tools for your own trades. Enrolling in ITPM elsewhere doesn't qualify.
Stock Snapshot. Example data.
Core Workbench
Comes with any ITPM course, including IPLT.
- Trade Plan Card
- Position Sizer: free for everyone
- Trade Journal
- Plan Adherence Review
Stocks tool pack
Added on top of the Core Workbench with the PTM.
- Stock Snapshot
- Pair & Hedge Calculator
- Macro Dashboard: free market context for everyone (email signup)
No extra charge and no separate checkout.
Current PTM offer
Standard price $3,499 discounted price $2,449.30 with code ptmrich30pct, save 30%
12-month course access
You pay ITPM directly.
Ask Richard which course fits
Course questions come directly to me. Tell me what you already trade and what you want out of the PTM, and I'll tell you whether it's the right one for you or whether another course is a better fit.
Prices, discounts and course terms are set by ITPM and may change at any time. Last checked 17 August 2026. Please verify the final price and terms at ITPM checkout.