This comprehensive program is both an academic learning process and a hands-on practical exposure to technical analysis. It is designed to provide a foundation for professional users of technical analysis.
Unlike other summary technical courses that focus on technical principles, participants will be taught to use the material learned and attempt to create and innovate profitable investing and trading strategies. They will also be exposed to academic research that may support or refute some technical approaches. Current market situations that students may experience in their work or personal experience in the bond, commodity, currency, equity, futures, and options markets will be discussed in class. Sample problems from actual historical market charts will also be discussed, and recommended readings from leading textbooks will be listed for each course section.
Course Objectives
By the end of the course, participants will be able to:
- Appreciate key technical analytical approaches to investing
- Differentiate between fundamental and technical analysis
- Explain the role of behavioral finance and technical analysis
- Describe the ethical and professional standards expected in technical analysis
- Identify reversal and continuation patterns
- Set measurement objectives for potential profits
- Adjust technical techniques to accommodate both trading and long-term investment objectives
- Use inter market analysis, statistical and probability analysis
- Take current investment situations in the stock, bond, commodity markets, and attempt to achieve hands-on profits with technical analysis
- Understand the role of quantitative techniques and artificial intelligence programs in technical analysis
- Utilize derivatives in technical strategies
Suggested Prerequisites:
- Fundamentals of the Capital Markets/ Securities Industry or equivalent knowledge
Program Level: Foundational-Intermediate
Advance Preparation: None
Computers and Financial Calculators: Calculators
Recommended CPE Credits: 7