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This 8-hour course is designed to equip finance professionals with a knowledge of technical analysis and its application to the financial markets. The main objective is to give participants comprehensive, applicable, and practical knowledge of integrating various schools of thought in technical analysis into a decision-making model for stock selection. At the end of the course, participants can be assured they will be able to integrate price-based, trend, momentum, and sentiment analysis with confidence into their daily work environment to advise clients in the financial markets.

Target Audience

  • Relationship Manager and Senior Relationship Manager in Private Banks
  • Investment Counsellor and Investment Counsellor Team Leaders
  • Product Origination and Structuring Managers
  • Covered Persons under the Private Banking Code of Conduct

Prerequisites:

  • Min. 3 years of relevant working experience in private banking

Course Objectives

Upon completing this training program, participants will:

  • Define technical analysis to evaluate securities and other market products
  • Know the technical indicators and forecasting tools available for analysis
  • Customise technical indicators and tools for decision-making
  • Articulate the analysis outcome to inform investment decisions for clients’ portfolios.
  • Evaluate analysis with risk thresholds for the client’s portfolio

Course Outline

Module 1: Top-Down Approach with Blended Analysis

  • A blended analysis employing both fundamental and technical analysis
  • Using a fundamental approach to generate investment ideas
  • Liquidity cycle and the stock market
  • Technical analysis time cycle
  • Technical Toolbox
    • Using relative strength to compare stocks
    • Ichimoku cloud
    • Moving averages

Module 2: Articulate Analysis Outcome

  • Checklist to articulate analysis
  • Technical Toolbox
    • Fibonacci corrections and extensions
    • Momentum oscillators
    • RSI
    • MACD
  • Customise indicators into a decision-making model for usage
  • Model for Bull Trend Scenario
  • Model for Bear Trend Scenario
  • Model for a Sideways Consolidation
  • When to change the TA model?
    • Detect when to switch from one model to another
    • Looking for clues as to when the trend could reverse
    • Using divergence to detect trend changes
    • Using demand and supply to detect a possible breakout from sideways range
    • Price and volume relationship

Module 3: Evaluate Analysis with Risk Thresholds

  • Formulating a risk thresholds model
  • Using MA Bands for setting up risk thresholds
  • Using Supertrend as a risk tool
  • Evaluating multiple layers of risk thresholds
  • Real-time case studies on analysis & evaluation

Case Studies

Assessment - MCQ