Investing Classes in New York
Investing & Trading Courses

David Kaplan


“Great approach to technical analysis
even for a fundamental investor.
David is a really good teacher,
really knows his business.”

- Daury, June 2014


David Kaplan has a passion for the capital markets and has over 20 years of investing and trading experience. He has experience in all time frames of investing and trading and prides himself for his discipline and consistency of positive results in all market conditions.

Mr. Kaplan started his career and spent 7 years in the Institutional Equity Division at Morgan Stanley's Global Headquarters. During the last 4 of his 7 years, his team was #1 ranked by the prestigious Institutional Investor Poll rankings. Following Morgan Stanley, Mr. Kaplan worked at UBS and several boutique Buyside and Sellside firms in an institutional capacity focusing on small cap, special situations, and event driven strategies. He relies on fundamental and technical analysis in his investing and trading and incorporates principals of behavioral science.

Mr. Kaplan earned his BA degree magna cum laude from the University at Albany and earned his Juris Doctor and MBA in Finance from Hofstra University.

Licenses (Past or present)

Series 7 Series 63 Series 6
Series 86, 87
(Research Analyst)
JD New York

Student Testimonials

“Mr. Kaplan is a truly fine instructor.
Through his depth of knowledge and enthusiasm, he made a subject that can be difficult, interesting and fun. That's very hard to do!
Mr.kaplan has superior teaching techniques that allowed me to grasp complex information immediately. I appreciated his boundless patience and encouragement! Technical Analysis & practical day trading is great Course.
Again Mr. Kaplan- Thankyou!!”

Nicholas G. B., December 2014



“Hi everyone,
I wanted to let you know what a wonderful experience i had with with your course on trading, and particularly David Kaplan!
I'm walking away armed with knowledge and powerful tools that will help me make intelligent decisions toward generating wealth.
And i thank you!

Camille D, November 2013


“I know almost nothing about day trading, and after taking the course I'm confident I could apply the techniques to start trading with a defined strategy.”

Renanto D, September 2014


“Great approach to technical analysis even for a fundamental investor.
David is a really good teacher, really knows his business ”

Daury R, June 2014



We have spent hundreds of hours creating each course we teach. The charts, case studies and exercises we give to students are all custom-made, designed by our team to teach the student in a professional and organized manner.

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