This course covers the general concepts of Technical Analysis, market cycle and market psychology, trading set ups and trading strategies, technical indicators and other tools for making informed trading decisions in the financial markets. Professionals in accounting and finance often come across various aspects of equity investment and the stock market industry. Business owners, board directors, decision-makers, CFOs, treasurers, managers, CPAs, auditors and business consultants will greatly benefit from this course.

ENTRY COMPETENCIES of Participants (Prerequisites): No technical prerequisites

COURSE OBJECTIVES/LEARNING OUTCOMES Expected from the course program:

LEARNING OUTCOMES

TOPICS TO BE DISCUSSED

Specific OBJECTIVES OF THE TOPICS OR SUBTOPICS

Gain an overview of Technical Analysis

Technical analysis vs. Fundamental analysis

Technical analysis as a professional forecasting technique

Be able to differentiate fundamental and technical analysis and appreciate their pros and cons

Understand how human psychology factors in the financial markets

Market Psychology

Market Cycle

Understand the phases of the market cycle based on human psychology

Gain practical knowledge on how to trade with proper planning and strategy

Trading decisions and strategies

Developing a trading plan

Cutting losses and trail stops

Be able to develop a plan and personal strategy in your trades. Understand the importance of cutting losses, setting trail stops and properly exiting a trade.

Understand basic charts in technical analysis

Basic assumptions in technical analysis

Charting: Types of charts, parts of a chart, chart composition

Be able to interpret  the different types of charts.

Understand the different tools and technical indicators widely-accepted in technical analysis

Technical analysis tools:

Trend lines and trend channels

Support and resistance

Reversals and turning points

Moving averages

Candlestick patterns

Relative Strength Index

Stochastics

MACD

Fibonacci retracement lines

Fans

Arcs

Gaps: Breakaway, Runaway and Exhaustion

Be able to understand, interpret and utilize the different technical analysis tool in making informed trading decisions.

Understand other indicators that can guide stock trading decisions

Leading vs. Lagging indicators

Other indicators: Money indicators, sentiment indicators and momentum indicators

Blending Technical and Fundamental analysis

Understand, interpret and utilize other indicators which can serve as tools in making informed trading decisions

Reinforce facts and principles covered in the lesson

Review

Gain an overview and retain in memory the information given about the Technical Analysis

Reinforce facts and principles covered in relation to Stock Market Investing

Reading Materials

Revisit the main points covered in the discussion and be more equipped to take the final assessment.

Master the facts and principles covered in the lesson

Short Quiz (Multiple Choice)

Gain mastery of the principles and application of what was covered in the module

Total



 

Course Curriculum

  • 1

    Important Reminders Before You Start Your Training

    • Daily Training Limit, Time Zone and Other Reminders

  • 2

    Test Your Knowledge

    • Test Your Knowledge

  • 3

    Reference Materials

    • Powerpoint Presentation

    • Technical Analysis and Forex Trading

    • Forex Trading

  • 4

    INTRODUCTION

    • MODULE OVERVIEW

    • Fundamental Versus Technical Analysis

    • Forecasting Stock Price Movements

  • 5

    Support and Resistance

    • Market Psychology

    • Timing your Trades

    • Trailing Stops and Cut Loss Points

    • Chart Composition

  • 6

    Technical Analysis Tools: Trend Lines

    • Trend Lines and Channels

    • Trading Break-Outs

    • Reversals

  • 7

    Technical Analysis Tools: Moving Averages

    • Moving Averages - 1

    • Moving Averages -2

  • 8

    Fibonacci Retracements

    • Fibonacci Retracements

  • 9

    Chart Patterns and Formations

    • Reversal, Continuation and Neutral Patterns

    • Identifying Chart Patterns

  • 10

    Chart Indicators

    • Volume Histograms

    • Stochastic Oscillator

    • Other Indicators

  • 11

    SECTION REVIEW: Concepts in Technical Analysis

    • Section Review: Technical Analysis

  • 12

    Stock Market Trading

    • How a Trading Account Works

    • Order Flow and Stock Prices

    • Stock Trading Costs, Board Lots and Other Considerations in Trading

    • Illustration: Computing Gains and Losses

    • The PSE EDGE

  • 13

    SECTION REVIEW: Understanding Stock Market Trading

    • SECTION REVIEW: Stock Market Investing

  • 14

    Forex Market Trading

    • Why Forex

    • Market Flexibility

    • Currency Major and Codes

    • Currency Exchange Rate

    • Lot Sizes and Calculating Profits

    • Short Selling

    • Leverage and Traders

    • Quoting and Calling Party

    • The Metatrader 4

  • 15

    SECTION REVIEW: Understanding Forex Market Trading

    • Section Review: Understanding Forex Trading

  • 16

    CASE STUDY: PSE Stocks - Chart Patterns and Indicators

    • CASE STUDY: Emperador Inc. and Bullish "Engulfing Line" chart pattern

    • CASE STUDY: Questions

    • CASE STUDY: China Banking Corp (Stock Code: CHIB) and “Gap Up” Chart Pattern

    • CASE STUDY: Questions

    • CASE STUDY: Del Monte Pacific Ltd (Stock Code: DELM) and Relative Strength Index (RSI)

    • CASE STUDY: Questions

    • CASE STUDY 4 - Metro Pacific Investments Corporation and “Double Moving Average Crossover" chart pattern

    • CASE STUDY: Questions

  • 17

    KEY POINTS: Technical Analysis for Financial Markets

    • KEYPOINTS

  • 18

    Quiz

    • QUIZ: Technical Analysis for Financial Markets

  • 19

    Evaluation Form

    • Evaluation Form and Attendance Sheet (as required under PRC Resolution no. 1244 Series of 2020)

The financial markets offer a world of opportunities and profits. Equip yourself with the proper tools  and techniques for operating in this industry.

You may also be interested in...

  • $3.45

    $3.45Competence Area A: Understanding the Philippine Stock Market

    Buy Now
  • $3.45

    $3.45Competence Area A: Basics of Stock Market Investing

    Buy Now