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This 8-hour course is specially designed to equip relationship managers and investment specialists with a working knowledge of technical analysis and its application in financial markets. The main objective is to give participants a comprehensive, applicable, and practical knowledge of integrating various school of thoughts of technical analysis into an advisory system model. At the end of the course, participants can be assured of being able to integrate patterns, price-based analysis, trend, momentum, and sentiment analysis with confidence in their daily working environment to advise clients in the financial market.

Target Audience

  • Relationship managers and Senior Relationship Managers in Private Banks
  • Covered persons under Private Banking Code of Conduct

Course Objectives

  • Learn the full range of technical analysis, both the behavioural techniques like chart and price patterns and quantitative techniques for different securities and markets.
  • Evaluate chart patterns, direction of prices and market trends to profitably trade financial instruments in various asset class.
  • Learn to set up the model and technical indicator for technical analysis advisory system for different securities and markets
  • Evaluate the historical assumptions and forecast outcomes for making investment decisions
  • Articulate technical analysis outcome to make investment decisions for clients’ portfolio.
  • Learn to choose different types of technical indicators in different market conditions to improve decision making capabilities

Course Outline

Various Branches of Technical Analysis

  • Behaviour aspect of technical analysis
  • Quantitative aspect of technical analysis
  • Other aspects of technical analysis

Behaviour Aspect of Technical Analysis

  • Western Chart Patterns
    • Double Tops/Bottoms
    • Head and Shoulders
    • Flag patterns
    • Triangles
  • Price Based Analysis
    • Price trend psychology
    • Comparison of price over time
  • Candlesticks Price Patterns
    • Hammer and Inverted Hammer
    • Hanging Man
    • Star Patterns

Quantitative Analysis - Technical Indicators

  • Trending Indicators
    • Characteristic
    • Strength & weakness
    • When to apply trending indicators
  • Momentum Indicators
    • Characteristic
    • Strength & weakness
    • When to apply trending indicators
  • Market Breadth Indicators

Other Aspects of Technical Analysis

  • Fibonacci Technique
    • Corrections & projections
  • Flow of funds analysis
    • Money flow index
    • Exchange report inflow and outflow
  • Sentiment Analysis
    • Market sentiment
    • Commitment of traders’ report

Setting Up a Trading Advisory System Model

  • Formulating a trading advisory system model
  • Price & pattern analysis Indicator’s consideration
  • Model interpretation
  • Risk and Reward analysis
  • Case Study

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