Technical Analysis workshops


1 Week Cycle

Technical Analysis

Program Overview

This comprehensive program is both an academic learning process and a hands-on practical exposure to technical analysis. Generally, the evening course is given over a series of a few evenings. There is an optional workshop, depending upon enrollment.

Unlike other summary technical courses that just show technical principles, candidates will be taught to use the material learned and attempt to create profitable investing and trading strategies. 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 past actual market charts will also be discussed, and recommended readings from leading textbooks will be listed for each section. Supplementary articles from business publications and academic journals will also be provided. Students will be provided with the textbooks upon which the course is based.

Learning Objectives

  • Appreciate key technical analytical approaches to investing
  • Differentiate between fundamental and technical analysis
  • Explain the role of behavioral finance and technical analysis
  • Identify reversal and continuation patterns
  • Understand and interpret the signals of technical indicators
  • Adjust technical techniques to accommodate both trading and long-term investment objectives
  • Use intermarket analysis
  • statistical and probability analysis
  • Take current investment situations and attempt to achieve hands-on profits with technical analysis
  • Understand the role of quantitative techniques and artificial intelligence programs in technical analysis

Course Package

  • Live explanation sessions with tutorials
  • 1 book
  • Multiple mock and sample exams

Registration Requirements

  • Original copy of transcript
  • Copy of your international travel passport
  • Copy of your ID
  • Passport-size photo
  • CV (curriculum vitae)
  • Enrollment fee (non-refundable)

Part I Topics: Introduction to Technical Analysis

  • 1. History of Technical Analysis
  • 2. Basics of Technical Analysis and the Efficient Market Hypothesis
  • 3. Chart Construction, Arithmetic/Logarithmic
  • 4. Supply/Demand Philosophy
  • 5. Dow Theory, Old and New

Part II Topics: Japanese Candlesticks

  • 1. Candle types
  • 2. Candle sequences
  • 3. Blending with western charts
  • 4. Intensity, continuation, reversal types - special names, such as Spinning Tops, Doji, Hanging Man, etc.
  • 5. Blending/engulfing
  • 6. Support/resistance
  • 7. Candles and traditional charts

Part III Topics: Reversal and Continuation Patterns

  • 1. Head and Shoulders
  • 2. Triangles, Wedges
  • 3. Rectangles, Pennants
  • 4. Measurement Rules
  • 5. Double/Triple Tops and Bottoms

Part IV Topics: Trend Analysis/Momentum

  • 1. Definition of Trends
  • 2. Speedlines, Fans, Channels
  • 3. Support/Resistance
  • 4. Gaps
  • 5. Artificial Intelligence uses in technical analysis, quant tools, backtesting, multicollinearity
  • 6. Introduction to intermarket analysis: bonds/stocks, commodities/dollar, business cycle and industry groups
  • 7. Moving averages, double, triple
  • 8. Envelopes, Bollinger bands
  • 9. ROC, MACD, RSI, other stochastics

Part V Topics: Relative Strength and Volume

  • 1. Relative Strength
  • 2. Volume: OBV, A/D, CLV, and other measures
  • 3. Tick volume, TRIN
  • 4. Money flow
  • 5. The arms index
  • 6. Put/Call, CDS
  • 7. Statistical and probability concepts

Part VI Topics: Introduction to Gann; Elliott Wave Theory

  • 1. GANN
  • 2. Elliott Wave: characteristics and measurement objectives
  • 3. Patterns and ratio aspects
  • 4. Fibonacci numbers

Who Should Attend

Portfolio managers, traders, asset allocators, behavioral economists, strategists, finance professionals, hedge funds and those wishing to broaden their technical analysis knowledge.