Finance
Proprietary Trader Onboarding
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Proprietary Trader Onboarding

1
Sign confidentiality and non-disclosure agreement
2
Provide personal banking information for compensation purposes
3
Completion of HR documentation
4
Enroll in proprietary trading certification course
5
Pass proprietary trading certification examination
6
Approval: Certification Examination Results
7
Attend risk management training
8
Complete product-specific training
9
Approval: Product-Specific Training
10
Set up direct market access system
11
Train on direct market access system under supervision
12
Approval: Direct Market Access System Training
13
Set personal risk limits
14
Approval: Personal Risk Limits
15
Discuss and establish trading strategy with senior trader
16
Approval: Trading Strategy
17
Begin simulated trading
18
Evaluation of simulated trading performance
19
Approval: Simulated Trading Performance
20
Begin live trading under supervision