30% ITPM discount + 12 months' included tool access
Don't just take the course. Get the tools to put it into practice.
This is the only ITPM discount site that includes its own purpose-built trader toolkit. Enrol in an eligible ITPM course through this site and receive 12 months' access to tools for planning, sizing, journalling and reviewing your own trades.
Other ITPM discount sites stop at the code. Here, eligible enrolments also include the tools that go with the course.
Plan it. Size it. Record it. Review it.
Independent ITPM affiliate site — not ITPM. I earn commission from qualifying enrolments made through the marked links.
Your trading loop
Plan · Size · Review- 01
Plan
Trade Plan Card
- 02
Size
Position Sizer
- 03
Trade
Your broker
- 04
Import
Trade Journal
- 05
Review
Plan Adherence Review
Loops back to Plan on the next trade
More than a code
A discount gets you through the door. The tools help you use what you learn.
Typical ITPM discount site
- Discount code
- Affiliate link
- Course summary
- Relationship largely ends at purchase
ITPMcourse.com
- Verified course discount
- Independent course reviews
- Module-level guidance
- Free Position Sizer
- 12 months’ access to the relevant trader toolkit with an eligible enrolment
- Tools for applying the process to your own trades
Thinking about signing up? Talk to me first.
WhatsApp or email me about the courses, the discounts, the toolkit — or anything on this site. You'll get me personally, not a bot, and I'll tell you honestly whether a course fits where you are.
Three toolkits, one for each course
The right tools for the market you trade
Each specialist course unlocks a toolkit built for its market — on top of the Core Workbench you get with any course. Pick the market, see the tools.
Stocks Toolkit
PTMScreen a single name top-down, then size a beta-neutral pair the way the PTM frames a relative-value trade.
30% off · code ptmrich30pct- Fundamentals & Trend Snapshot
- Pair & Hedge Calculator
- plus the Core Workbench (plan, size, journal, review)
Included with 12 months' access when you enrol in the PTM through this site.
Options Toolkit
POTMBuild a defined-risk options structure from the prices you actually see, and read its payoff, breakevens and greeks before you place it.
30% off · code potmrich30pct- Options Structure Lab
- plus the Core Workbench (plan, size, journal, review)
Included with 12 months' access when you enrol in the POTM through this site.
FX Toolkit
PFTMRead carry and positioning across the major currencies, the way the PFTM frames a currency view.
30% off · code pftmrich30pct- FX Carry & Positioning
- plus the Core Workbench (plan, size, journal, review)
Included with 12 months' access when you enrol in the PFTM through this site.
The Core Workbench · included with any course
One disciplined loop, every trade
Plan a trade before you take it, size it to a risk limit you set, import your fills and review what happened against the plan you wrote down. The same loop works on any market, whichever course you take — including IPLT.
- 01
Plan
Trade Plan Card
- 02
Size
Position Sizer
- 03
Trade
Your broker
- 04
Import
Trade Journal
- 05
Review
Plan Adherence Review
… then back to Plan. The Position Sizer is free for everyone; the rest unlock with a course.
Why this is different
A process, not predictions
A process, not predictions
The tools apply the course's top-down process to your own trades. They don't call trades, and they never tell you when to buy or sell.
Your trades, your data
You plan and size what you decide to trade, then review it against the plan you wrote. No signals, no tips, no performance promises.
Built by an institutional professional
Designed by Richard Sarsfield — a CFA charterholder with 25+ years in institutional investment. The tools apply the course; they never replace it.
Don't take the toolkit on faith
Read the reviews first
The toolkit only earns its place if the course behind it is worth taking. I've taken all four ITPM courses and written honest, module-level notes on each — what they cover, who they suit, and where they fall short, criticisms included.
Disclosure
This is not an official ITPM website, and it isn't endorsed by the Institute of Trading and Portfolio Management (ITPM). I choose what to publish, but I have both a personal and commercial relationship with ITPM, explained in the disclosure. If you enrol in an ITPM course through a link on this site, I may earn a commission at no additional cost to you.
Read the full disclosure →Ready when you are
Explore what's in each toolkit, or start with the free Position Sizer — no sign-up, no course required. When you're weighing up a course, the reviews are there to help you choose.