Duration: 3.5 Months (can vary depending on the program)
Level: Beginner to Intermediate
Delivery Format: Online or in-person classes
Course Overview: A comprehensive fundamental and technical analysis course would cover these topics in detail, providing practical examples, case studies, and hands-on exercises to help participants develop their analytical skills. Additionally, it may also cover risk management, portfolio construction
- Definition and objectives of technical analysis
- Key assumptions and principles of technical analysis
- Understanding market trends, support, and resistance levels
- Introduction to popular technical indicators (e.g., moving averages, relative strength index, MACD, Bollinger Bands)
- Interpreting indicator signals and identifying market conditions
- Combining indicators for confirmation and generating trading signals
- Price channels envelopes & Brands
- Technical analysis is a methodology used in financial markets to forecast the direction of prices based on historical price and volume patterns. It primarily focuses on analyzing charts and other market data to identify trends, patterns, and potential trading opportunities.
- Dow Theory principles and application in trend analysis
- Determining market direction and trend strength
- Using trendlines and channels to identify potential trading opportunities
- Setting risk-reward ratios and managing position sizes
- Developing a trading plan and strategy
- Entry and exit techniques and managing stop-loss orders
- Testing trading strategies on historical data
- Psychological aspects of trading and risk management
- Emotion control and maintaining discipline
- Simple moving averages (SMA) exponential moving averages (EMA)
- Points & figure charts
- Recognizing and interpreting various chart patterns (e.g., head and shoulders, double tops/bottoms, triangles)
- Understanding the significance and implications of different patterns
- Using chart patterns for entry and exit signals
- Understanding candlestick patterns and their significance
- Identifying reversal and continuation patterns
- Applying candlestick analysis in conjunction with other tools
- Basic knowledge of financial markets and trading terminology
- Access to a computer with internet connectivity
- Charting software (some courses provide access to specialized software)
Courses may have quizzes, assignments, and a final exam to assess participants’ understanding of the concepts. Upon successful completion, participants are usually awarded a certificate of completion.
It’s worth noting that specific course details may vary depending on the provider. It’s recommended to research different courses and choose one that aligns with your skill level and learning objectives.
An overview of fundamental analysis, its purpose, and its importance in investment decision-making.
Understanding financial statements such as the balance sheet, income statement, and cash flow statement. Learning how to interpret financial ratios and metrics to assess a company’s financial position, profitability, and cash flow
Evaluating the industry and sector in which a company operates. Identifying key industry trends, competitive forces, and potential risks and opportunities.
Examining macroeconomic factors such as GDP growth, interest rates, inflation, and government policies to understand their impact on companies and investment prospects.
Assessing various types of risks, including financial risk, market risk, and operational risk. Learning how to incorporate risk analysis into investment decision-making.
Conducting in-depth research on individual stocks, including analyzing company financials, industry dynamics, management quality, and competitive advantages. Developing investment theses and making buy/sell recommendations
Understanding how to construct and manage an investment portfolio based on fundamental analysis principles. Examining diversification strategies, asset allocation, and risk management techniques
Analyzing real-life examples and case studies to apply fundamental analysis concepts and techniques. Gaining practical experience in evaluating investment opportunities
Understanding the ethical and legal responsibilities of conducting fundamental analysis. Learning about insider trading regulations and best practices for maintaining professional integrity