This 8-hour course is designed to equip participants with knowledge of technical analysis and its application to the financial markets. The main objective is to teach participants how to integrate macroeconomics with technical analysis to make investment decisions. Three investment strategies will be taught. At the end of the course, participants can be assured of being able to integrate price-based analysis, trend, momentum, and sentiment analysis, together with macroeconomic themes, with confidence in their daily working environment to advise clients in the financial markets.
Target Audience
Assistant Relationship Manager, Relationship Manager, Team Leader, Product Specialist, Investment Counsellor
Prerequisites: Min. 2 years of relevant working experience in private banking
Course Objectives
- Learn macro-economic and behavioural economics
- Learn frequently occurring chart patterns in technical analysis
- Organize and customize technical indicators to aid decision making analysis
- Evaluate analysis to make forecasting outcomes for making investment decisions
- Articulate analysis to make investment decisions
- Evaluate analysis with risk thresholds for client's portfolio
- Learn to choose different technical strategies for different macro-economic scenarios
Course Outline
Module 1: Macro-economic And Behavioural Economics
- Macro-economic factors
- The effect of interest rate on economy
- The economic cycle
- Geo-political events
- Using technical approach to time entry and exit
Module 2: Evaluating Investments with Trend Analysis
- Flow of Funds
- Market Sentiment
- Behaviour Economics
- Trend Analysis Toolkit
- Price Gaps
- Demand and Supply
- Price and Volume Analysis
- Trend Indicators Usage
- Momentum Indicators Usage
Module 3: Articulate Analysis using TEARS Framework
- Ichimoku Cloud
- Using TEARS Framework for Analysis
Module 4: Investment Strategies
- Trend Change – Breakout Strategy
- Trend Reversal – Identify Tops and Bottoms
- Buying the Pullback/Correction Strategy
Module 5: Evaluate Analysis with Risk Thresholds
- Formulating Risk Thresholds Model
- Evaluating Multiple Layers of Risk Thresholds
Module 6: Case Studies on Investment Strategies
- Real-Time Case Studies on Analysis & Evaluation
- Discussion on Case Studies Done on www.tradingview.com Platform
Assessment – MCQ
About IBF Certification
This course addresses the following Technical Skills and Competencies (TSCs) and Proficiency Level (PL):
- Technical Analysis (Level 4)
Participants are encouraged to access the IBF MySkills Portfolio to track their training progress and skills acquisition against the Skills Framework for Financial Services. You can apply for IBF Certification after fulfilling the required number of Technical Skills and Competencies (TSCs) for the selected job role.
Find out more about IBF certification and the application process on https://www.ibf.org.sg/home/for-individuals/ibf-certification/why-be-ibf-certified
About Our Trainer
A veteran market practitioner with over 30 years in forex trading and brokerage, and a former proprietary FX trader and market maker at leading banks, he brings real market expertise to trading, analysis, and investment products. Author of forex and CFD guides, he holds two international technical analysis designations and is an accredited trainer with a proven record of delivering programmes for financial institutions and professional bodies.