Learning trading requires mastering different types of analysis, such as technical and sentiment analysis. These skills help traders make informed decisions by understanding market trends, economic indicators, and trader psychology, which are crucial for spotting profitable opportunities. Many aspiring stock market investors and traders often need more confidence in their long-term profitability or even know how to start. Most approach it with a “trying my luck” mindset, leading to discouragement and disappointment when they incur losses. Beyond Insights has developed a comprehensive and systematic curriculum to help students gradually build wealth using the SVS framework. SVS stands for Systematic, indicating a well-defined process for decision-making; Versatile, referring to the ability to adapt to different market conditions; and Safe, focusing on risk management. This framework instills confidence and the ability to generate sustainable wealth from the stock market. Founded by Kathlyn Toh, who has over 30 years of market experience, Beyond Insights has taught more than 6,700 students since 2008.
Beyond Insights takes pride in offering the most complete curriculum, comprehensive support, and an experienced team of trainers in the industry. Their curriculum includes a full range of programs, from foundation to intermediate to advanced levels, allowing students to progress from introductory to advanced courses, much like a university. This structure caters to those who want to pursue trading and investing professionally, full-time. In terms of support, Beyond Insights recognises the importance of post-class assistance, providing students with all the practical tools and guidance they need for success. Their practical hands-on experience and knowledgeable trainers enable a seamless learning experience for students throughout the programs.
The truth about success in stock market trading is that a significant portion (80% to 90%) is attributed to psychology, not just strategy. Founder Kathlyn Toh, a Certified Master Practitioner in Neuro-Linguistic Programming (NLP) and a Tony Robbins’ Leadership Academy graduate, designed the curriculum to emphasize the right psychology. She also created the Master Trader Bootcamp, the only bootcamp in Asia that helps investors and traders develop a peak performance mindset. CEO Terence Teoh shares a similar background with Kathlyn, holding a Computer Science degree and being a Certified Master Practitioner of NLP as well as a graduate of Tony Robbins’ Leadership Academy.
Their professional experience in high-tech industries contributes to Beyond Insights’ advantage, where students learn a systematic, scalable, and sustainable process for investing and trading. Despite being a small to medium enterprise, Beyond Insights boasts talented professionals in product development, technology, business development, sales and marketing, and finance. Their strong culture and value system have enabled Beyond Insights to grow steadily while delivering excellent education.
Beyond Insights primarily focuses on financial market education, with a particular emphasis on the global stock market. They offer a variety of programs ranging from foundation to advanced levels, including courses on instruments like Options. At the mastery level, they feature the Trading Psychology bootcamp, one of the first classes taught at Beyond Insights and a personal passion of the founder, Kathlyn. They believe that a solid foundation in the stock market is essential before exploring various financial instruments and tools. Consequently, at the foundational level, their flagship program is the Versatile Traders Program (VTP), which covers three essential trading styles: Growth Investing, Trend Trading, and Swing Trading.
Challenges and New Strategies
The biggest challenge Beyond Insights faced initially, and continues to face, is addressing misconceptions about the stock market. There are numerous ways for retail investors or traders to succeed in the stock market. While it’s true that wealth can be amassed through investing and trading, many people also lose significant amounts of their hard-earned money.
One major reason for these losses is the belief in secret strategies. Many people think there is a secret strategy for fast, high returns, often promoted by “gurus” on social media claiming 10X or 20X returns. If such strategies existed, financial institutions would already be using them, and their popularity would be well-known. Despite this, many still believe in a holy grail strategy. Another misconception is about losses. Many believe that losing money means they’re doing something wrong. In reality, losses are part of the process. Not every investment or trading decision will be successful due to various uncontrollable factors affecting stock prices. For active traders, a 50% win rate is considered successful, as it allows for overall profit through proper trade selection, timing, and risk management. However, the psychological barrier in accepting losses often leads people to either give up too early or hold on to losses too long, gradually depleting their wealth.
Overcoming these challenges requires continuous education, which is why Beyond Insights regularly conducts free seminars to provide the right perspective on the stock market. This effort is resource-intensive, requiring a dedicated team to conduct these seminars weekly, in addition to running the business operations. The second major challenge is making adult learning impactful. Unlike traditional educational institutions, Beyond Insights’ students are not full-time; they are busy professionals balancing careers and families with limited time for additional learning. This means they have little time to engage in programs, attend classes, or follow through with execution. Beyond Insights continuously innovates its learning delivery methods and leverages technology to make the learning process more manageable and effective for its students, despite the time constraints of adult life.
In the past 16 years, Beyond Insights has offered education exclusively in English. This year, they are developing their programs in Chinese to expand their Serviceable and Obtainable Market. They believe these Chinese language programs will allow them to reach new markets both locally and internationally. Their flagship programs are designed for working professionals who have accumulated sufficient savings and are financially secure enough to engage in stock market investing and trading. Recognizing the importance of starting investing as early as possible, they are also launching a new program this year called “Investing Made Simple with ETF.” This program is aimed at individuals with no experience and a small amount of capital, providing them with the basics of the stock market and introducing them to a simple yet effective investment method. These initiatives are part of Beyond Insights’ broader roadmap, reflecting their vision to become the most preferred educator in the financial market in their region.
Future of Beyond Insights
Like many companies, Beyond Insights saw the COVID-19 pandemic accelerate the development of technology in their product offerings. Before 2020, most of their curriculum was delivered in person, with some online components like tutorials and short sessions. Course materials were even printed in physical book format. However, everything changed after 2020. The delivery medium shifted to fully online, and the entire learning experience had to be redesigned to ensure its effectiveness in a digital environment. Four years later, they are still refining this process. With advancements in AI, there are now many opportunities to explore, and numerous ways to enhance customer experience through digital services. Although it is overwhelming, it is also exciting. Beyond Insights believes that by staying focused on delivering true value to their students, they can develop technology that provides an edge, ultimately leading to more successful students.
Since 2020, Beyond Insights has also started developing applications to help their students be more productive. One example is the BiTS application (Beyond Insights Trade Simple), which assists students in planning their trades in the market. Under the guidance and parameters provided by the application, students can make quick and accurate trading decisions without unnecessary mistakes. BiTS also includes a journaling feature, an essential tool for successful traders. It helps traders record their thought processes and mental state during decision-making, allowing them to reflect on results and enhance their long-term performance. BiTS is unique because it combines learning and execution into one platform, enabling students to learn faster, trade effectively, and achieve their goals sooner. In summary, Beyond Insights’ digital blueprint includes two missions: to serve their students through digital services and automation, helping them become more productive and successful, and to scale the organization through digital transformation and automation.
