Introduction to Risk and Trade Management

Introduction to Risk and Trade Management

Course Overview

This course builds the foundation for one of trading’s most important skills: protecting capital while aiming for steady gains. You’ll learn the core principles of risk and trade management, from setting stops and targets to adjusting positions in real time. Along the way, we’ll cover different approaches so you can find what suits your style. By the end, you’ll have a simple, actionable risk plan and the confidence to trade with more consistency and control.

Instructors

George Khoury

Global Head of Research & Education

George Khoury is the Head of Research and Education at CFI, a certified advisor, and an Associate Member of the CISI, with over a decade of experience across trading, wealth management, investment, and banking. Renowned in the financial industry, George is a regular guest on prominent economic channels including Al Arabiya, Bloomberg Asharq, Sky News Arabia, CNBC Arabia, and others. Beyond media, George is a sought-after speaker who has participated in numerous international panels and academic collaborations, working closely with universities to bridge the gap between theory and real-world market practice. He has personally trained and mentored thousands of aspiring traders and professionals worldwide, making a lasting impact on the next generation of market participants.

What You Will Learn

Understand the fundamentals of risk and trade management for traders in [COUNTRY]
Identify and compare different risk management approaches.
Apply trade management techniques to protect profits and limit losses.
Build a simple, personalized risk plan for consistent trading decisions in [COUNTRY]
Practice implementing risk and trade management strategies in live market scenarios.

Introduction to Risk and Trade Management

This course builds the foundation for one of the most critical trading skills, protecting capital while maximizing gains. You’ll explore the core principles of risk and trade management, learning to approach the markets with discipline and structure. We’ll cover essential concepts, compare different risk management approaches, and explore practical trade management strategies, from setting stops and targets to adjusting positions in real time. By the end of the course, you’ll be able to create a simple, actionable risk plan and confidently apply it in live trading, setting the stage for consistent, controlled performance.

Module 1: Introduction to Risk Management & Trade Management

This module lays the groundwork by defining what risk management and trade management really mean in a trading context. You’ll learn how each plays a distinct yet complementary role in protecting capital and guiding decision-making. We’ll highlight why mastering both is essential for long-term success, and how they work together to keep emotions in check, reduce costly mistakes, and improve consistency in the markets.

Module 2: What is Trade Management?

In this module, you’ll explore practical methods for controlling risk on every trade. We’ll break down how to determine the right amount to risk, apply the risk-to-reward concept to filter quality setups, and calculate position size to align with your trading plan. These approaches form the foundation of disciplined and sustainable trading.

Module 3: Trade Management

This module focuses on managing trades after they’re opened to protect profits and minimize losses. You’ll learn the core principles of trade management and explore strategies for adjusting stops, scaling positions, and locking in gains as market conditions evolve. Effective trade management turns good entries into consistent results.

Module 4: Building a Simple Risk Plan

In this module, you’ll learn how to design a clear and practical risk plan tailored to your trading style. We’ll cover the essential rules to have in place before entering any trade and show you how to create a risk dashboard to track exposure, performance, and discipline. A solid plan turns risk management from theory into daily habit.

Module 5: Live Application

In the final module, you’ll put everything learned into practice through live market examples. We’ll review key concepts from the course and demonstrate how to apply risk and trade management principles in real-time scenarios. This hands-on approach will help solidify your skills and build confidence for independent trading.

Level

Beginner

Amount

6 Modules

12 Lessons

Duration

96 min

Language

English

Suggested education

Explore further courses that might help you improve your trading skills.

Beginner

Beginners Guide to the Financial Markets

Start your trading journey with confidence through this short and focused course, designed especially for beginners! You'll learn the essential market basics, how to spot trading opportunities, and master key strategies. By the end of the course, you'll be ready to enter the markets with greater confidence and make smarter, more effective trading decisions.

144 min

11 Modules

English

CFI Analysts

Financial Market Analysts

Learn more

Beginner

Foundations of Forex Trading

In this course, you will be introduced to the largest financial market in the world, the Forex market. You'll learn why it's the largest, what it includes, and what drives it. We'll also show you how to easily calculate currencies, profits, and losses to manage your account and trades more effectively. By the end of the lesson, we’ll apply everything we’ve learned in a practical way on the trading platform to ensure you fully understand the material.

55 min

6 Modules

English

Christy Achkar

Financial Market Analyst

Learn more

Beginner

Introduction to Technical Analysis

This course offers a practical and simplified introduction to technical analysis, ideal for understanding market movements and reading charts with confidence. You will learn the basic concepts, the role of market psychology, and key tools such as trendlines, support and resistance, candlesticks, and chart patterns. The course concludes with a hands-on application that combines tools and theories to help you trade with confidence.

101 min

8 Modules

English

Charlie Burton

Trader and Money Manager

Learn more

Advanced

The Ultimate Guide to Trading View

Welcome to your step-by-step guide to mastering TradingView! In this course, you'll learn how to use one of the world’s most powerful charting platforms to analyze markets, set up your trading workspace, and place trades directly using your CFI account. Whether you're new to TradingView or just want to make the most of its features, this course will teach you how to fully leverage it for a smarter, smoother trading experience.

93 min

5 Modules

English

George Khoury

Global Head of Research & Education

Learn more

Lewis Hamilton

Global Brand Ambassador

The videos, courses, and updates shared are intended purely for informational purposes. They do not constitute marketing, investment advice, or a solicitation to trade. We are not promoting or encouraging any particular investment activity or service. Any course shared involving specific companies, assets, or sectors, should not be construed as offering or endorsing such products or services.

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Maria Sharapova

Global Brand Ambassador