Trading: Core Principals

This training covers the core principals of trading which can be used by individuals/institutions in their decision-making process to buy/sell financial instruments. 

You will understand major features of many financial instruments, including stocks, bonds, derivatives, and what type of trade data is recorded once the trade is done. You will learn the stages of trading lifecycle, how orders are executed in the market and how to measure the trade outcome via calculating return and risk. 

You will study details of fundamental analysis, including structure of financial statements, use of financial ratios, discounted cash-flow analysis, and a top-down approach in fundamental analysis. You will understand how to use technical analysis starting from its main principals, plus how to analyze charts and use mathematical indicators in making decisions to buy or sell financial assets. This training also focuses on major trading strategies and dives into details of developing a trading plan, which is vital for further implementation of your own trading approach.

Participants are expected to understand core principals 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)

6.1. What is Fundamental Analysis

6.2. Sources of Information

6.3. Financial Statements

6.4. Financial Ratios

6.5. Discounted Cash-Flow Analysis

6.6. Top-Down Fundamental Analysis

7. Technical Analysis (6 hours)

7.1. History of Technical Analysis

7.2. Fundamentals of Technical Analysis

7.3. Types of Charts

7.4. Chart Analysis

7.5. Mathematical Analysis

7.6. 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