Trading: Core Principals

This comprehensive training course is designed to provide individuals and institutions with a deep understanding of the core principles of trading. Participants will gain insights into the decision-making process involved in buying and selling financial instruments, including stocks, bonds, and derivatives. The unique aspect of this course is its balanced focus on both fundamental and technical analysis, ensuring a well-rounded approach to trading. Ideal for both novice and experienced traders, this course aims to enhance trading skills and strategies.

The course is structured into several key sections to cover all aspects of trading comprehensively. Initially, participants will explore the major features of various financial instruments and the specifics of trade data recording post-transaction. This includes an overview of trade activity and financial instruments, as well as the details of trade and trade tickets.

Following this, the course delves into the trading lifecycle, including order execution and measuring trade outcomes through return and risk calculations. Participants will also learn about margin and its role in trading. The fundamental analysis section covers the structure of financial statements, the use of financial ratios, discounted cash-flow analysis, and a top-down approach.

In the latter part of the course, participants will focus on technical analysis, starting from its main principles to chart analysis and the use of mathematical indicators. The training concludes with sessions on major trading strategies, decision-making in trading, and an introduction to program trading.

By the end of this course, participants will be able to:

• Confidently analyze and trade a diverse range of financial instruments by understanding their key features and market behaviors.
• Navigate the entire trading lifecycle, from order execution to outcome measurement, using return and risk assessment methods.
• Apply fundamental analysis techniques, including financial statement analysis, financial ratios, discounted cash-flow analysis, and a top-down approach.
• Utilize technical analysis methods, such as chart analysis and mathematical indicators, to make informed trading decisions.
• Develop, refine, and implement a robust trading plan tailored to individual or institutional needs.
• Employ advanced trading strategies and effectively manage trading performance to achieve desired financial outcomes.
• Adapt to market changes and optimize trading performance using program trading insights.

This 22-hour training program ensures a thorough and practical understanding of trading principles, preparing participants to navigate the financial markets with confidence and expertise.

Participants are expected to understand the core principles of trading, how to conduct financial instruments analysis, and make decisions to buy/sell them.

1. Overview of Trade Activity & Financial Instruments (3 hours)
2. Details of a Trade / Trade Tickets (1 hour)
3. The Trading Lifecycle (2 hours)
4. Risk & Return (1 hour)
5. Margin (1 hour)
6. Fundamental Analysis (4 hours)
   1. What is Fundamental Analysis
   2. Sources of Information
   3. Financial Statements
   4. Financial Ratios
   5. Discounted Cash-Flow Analysis
   6. Top-Down Fundamental Analysis
7. Technical Analysis (6 hours)
   1. History of Technical Analysis
   2. Fundamentals of Technical Analysis
   3. Types of Charts
   4. Chart Analysis
   5. Mathematical Analysis
   6. A Word of Caution
8. Trading Strategies (1 hour)
9. Making a Decision to Trade (1 hour)
10. Program Trading (2 hours)
11. Appendix

TOTAL: 22 hours