Professional Management Training
Courses. Classes. Workshops.
|Training Methods:||Action Learning Seminar and Workshop|
|Course Venue:||USA West: Las Vegas, NV. Los Angeles, CA. San Francisco,
CA. Seattle, WA.
USA East: Chicago, IL. Houston, TX. New York, NYC, NY. Washington, DC. Miami, FL.
|Course Duration:||4 days (2 days seminar + 2 days project)|
|Course Times:||9:30 AM - 3:30 PM|
|Course Dates:||Management Training Courses Calendar|
|Group Discounts:||10% for 2 delegates. 15% for 3 or more delegates. Valid only for Las Vegas venue.|
Contact us for training topics and duration customization or
Available at client site For groups of 5 or more delegates.
|Course Advisor:||Michael Thomasett|
|Course Advantage:||Client Testimonials. Training Excellence. CEO Club|
Chief Investment Officer's (CIO) team, including investment managers, fund managers, finance managers, investment advisors, private equity managers, hedge fund managers, investment analysts, portfolio managers, investor relations managers, family offices, HNWI, UHNWI and professional investors
Knowledge of basic finance concepts and stock trading
Note: We do not accept students seeking initial employment, postsecondary education or initial licensing programs
- Provide participants with a complete view of technical analysis including charting techniques, indicators (price, volume, momentum, moving averages) and methods for timing of trades based on identified signals
- Examine and identify risk levels involved with technical analysis
- Explain the signal correlation theory and its components
- Demonstrate the forms of correlation that work most effectively
- Describe the relationship between strength (or weakness) of trends and likely success of well-timed options trades
- Provide proven steps and worksheets to apply this system
Expose participants to the full range of technical analysis as a practical tool for timing trades, but not overly technical or aimed at academic and theory-based interests
Demonstrate methods for applying conservative principles of options trading with reliable candlestick reversal and continuation signals
Explain the forms of confirmation and why they are essential
Live training with numerous illustrative materials, real-world emphasis, self-tests each hour
Application of principles on actual stock charts, demonstrating price patterns and timing for options trade entry and exit.
The development and evaluation of trading skills and confidence based on sound principles and thorough knowledge of risks
- Theories of the market; charting and chart reading; price indicators including candlesticks and traditional methods; volume indicators; moving averages; momentum oscillators
- Theories of the market, EMH, RWH and Dow Theory and why signal correlation works; methodology and selection are key to a conservative and profitable strategy
Module 1: Technical Analysis
1 - INTRODUCTION
- Fundamental vs. technical analysis? Differences and similarities; using both together in a coordinated program.
- Does technical analysis work? Examples and a case study showing the value of technical analysis.
- Critics of technical analysis. Short-term price movement is chaotic, so how does it provide meaning? The essential features of price patterns, oscillators and moving averages.
- Assumption behind technical analysis. Even with chaotic price movement, all economic matters (including supply and demand in pricing of assets) has predictable and specific order. It does not always manifest, but it does so often enough to provide traders with guidance.
2 - CHARTS
- Types of charts in use today: line chart, OHLC, and candlestick charts
- Chart properties: time scale, price scale (linear, log and semilog)
- Chart patterns in Western technical analysis: head and shoulders, cup and handle, tops and bottoms, triangles, flags and pennants, wedges, gaps, rounding bottoms and tops, support and resistance -- analysis using recent charts
3 - JAPANESE CANDLESTICKS
- What are Japanese candlesticks?
- Features: open and close, high and low, price direction
- Study of several candlesticks charts and definitions
- A short list of valuable candlestick reversal signals - analysis on actual charts
4 - TRENDS
- Why do prices trend?
- The Dow Theory, the premise of technical analysis
- Identifying trend lines and channel lines: up, down and horizontal
- Short-term, intermediate, and long-term trends - analysis on actual charts
- Consolidation, the third trend
5 - MOVING AVERAGES
- What are moving averages?
- Types of MAs: simple, linear, exponential
- Trends and trend reversals based on MA analysis
- MA applied to price changes
6 - INDICATORS
- Indicator types: price, volume, momentum
- Crossover and divergence and their significance
- Directional indicators
- Using indicators with candlestick chart reversal signals
7 - MOMENTUM OSCILLATORS
- RSI, MACD, and others
- Interpreting momentum changes
- Leading or lagging indicators?
- Oscillators used with candlestick signals
8 - CONFIRMATION
- Why is confirmation the key process in technical analysis?
- Entry and exit timing via confirmation
- Sources of confirmation: candlestick reversal, traditional Western technical indicators, moving averages, oscillators
- Confirmation techniques among these sources of trend changes
Module 2: Signal Correlation and Timing
- Signal correlation is a system for timing of trades based on correlation of price and other signals to include volume and momentum, to resistance or support. This proximity is the key to exceptional trade timing for technical traders and chartists
- Explanation of a two-year field-tested concept; demonstrated success with exceptional net returns; options-trading based on chart timing and candlestick analysis
- The theory of signal correlation: Trend strength and weakness. Reversal strength and weakness. Reaction strength and weakness
- Can you beat the market? Efficient market hypothesis. Random walk hypothesis. What the studies reveal.
- Three challenges to market assumptions: Pattern recognition. Investor psychology. Contrarian investing and swing trading
- The starting point: Stock selection and the fundamentals: Debt ratio trend. Dividends (per share, yield, payout ratio, trend). P/E ratio, trend of annual high/low. Revenue and earnings
- Inefficiencies exploited to improve trade timing: Earnings surprises. News and rumor. Price over-reaction. Timing for ex-dividend date and option expiration
- Trading medium: Shares of stock. Options. Combined stock and options
- Exceptional signals: 10 strong Eastern (candlestick) indicators. Western indicators (double top/bottom, head and shoulders, price gaps
- Theory and hypothesis statements: The theory of signal correlation. Hypothesis statements (strong reversal, strong continuation, weak signals and trends
- Quantifying the theory: Fundamental tests and point system.
Technical tests and point system. Charting attributes and challenges.
Independent variable, proximity, dependent variables, technical
confidence levels based on trends
confirmation bias; blind spots
- Testing the theory: Two-year test with 578 trades. Outcomes, profit and loss results and overall annual yield
An overview of the technical analysis aimed at a practical application, to better time short-term entry and exit points based on charting, signal identification, and use of multiple signals.
Value for individuals as well as portfolio management professionals desiring a broad appreciation for technical analysis
Explanation of the numerous requisites for signal correlation and how they work together
Using options trades to enhance profits and protect positions in a portfolio
The training courseware includes the following:
Participant's coursework and assessment project guide
Subject matter handbook and lecture notes
Executive summary of the subject matter:
Summary of essential concepts and finance management best practices
Examples and case studies
Technical analysis toolkit (management frameworks, decision models, checklists, etc.)
Experiential work-based assessment project
Role, Purpose and Conflict of Interest
We do not function as a rating agency. We do not accept compensation from companies for review or rating purposes. Any recommendation for or against any asset, trading strategy, buy or sell action is done for an educational purpose only. The expressed opinions should not be considered as an endorsement for or against any asset, company or investment firm. Markets are hyper-dynamic, we cannot and do not time the stock market. Our forecasts continuously change with changing data; they are used as an input to complex risk management and valuation decision models. Despite past success in economic forecasting and research portfolio designs, we do not provide any guarantee for future forecasts or performance.
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