Technical Analysis Quantitative Advisory System
About This Course
This 1-day course is designed to equip relationship managers, assistant relationship managers, treasury/FX dealers, investment advisors and managers and fund managers with a better understanding of technical analysis and techniques for better analysis of the investment markets and products in order to give their esteemed clients a better investment return.
The main objective of this course is to give participants a comprehensive working knowledge of the various technical indicators used for technical analysis. Four categories of technical indicators like trend, momentum, market breadth and volatility group of indicators will be taught. Using various indicators, participants can choose and add the indicators required and necessary to form a system that they could use for price analysis and also for advisory to their clients. Different participants can have different requirements like holding period and different assets classes which may require a different set of technical indicators to be used. During this class, participants will be able to design their own system during a real time practical session.
During the course, participants will be taught the concepts and will be able to design their own advisory system. Participants are required to bring along their own laptops to participate in the design of their advisory system during the practical session. At the end of the course, participants will be able to take home an advisory system which is suited to their usage in their area of client advisory.
Who Should Attend
- Relationship Managers,
- Investment Managers, Counselors and Advisors
- Private Bankers and Wealth Managers
- Treasury and Corporate Dealers
- FX Traders and Advisors
- Fund Manager and Research Analysts
- Trending Indicators
- Moving Average - Single, Dual, DEMA and TEMA
- Moving Average Channel
- Moving Average Envelope
- Moving Average Ribbon
- DMI & ADX
- Parabolic SAR
- Price Channel
- Momentum Indicators
- Rate of Change
- % R
- Ultimate Oscillator
- Stochastic RSI
- Market Breadth Indicators
- Advance Decline Line
- Volume Analysis
- Positive and Negative Volume
- New Hi/Low
- Chaikin Oscillator
- On Balance Volume
- Money Flow Index
- Volatility Indicators
- Bollinger Band
- Band Width and BB%
- Keltner Channel
Setting Up a Trading System
- Formulating a trading system considerations
- Holding period and risk consideration
- Long term, medium term or short term
- System Type Consideration
- Trend following system
- Swing trading system
- Range trading system
- Indicators consideration
- Asset class consideration - Equity, Forex
- Creating the trading setup and trigger
- Risk and Reward analysis
- Risk and Money Management
- Setting up your own ideal trading system and methodology
- Using the trading system for investment advisory
CMT, CFTe, BBA (NUS)
Nicholas Tan is currently working as a Trading Representative with UOB Kay Hian, which he joined in 2002. Prior to UOBKH, he had worked for 13 years as a forex trader with banks in Singapore, gathering much invaluable experience in the process. Starting in 1989, he rose from the ranks to vice president and honed his technical analysis skill in the fast- paced FX marketplace. Drawing from his 2 decades of practical technical analysis experience, he is able to relate to the problems faced by participants when utilizing technical analysis in their daily routine.
From 2005 to 2008, Nicholas Tan was involved in the Diploma in Wealth Management Course at a private institute where he taught as a freelance lecturer, a module on forex and CFD trading (stock market). Since starting his teaching in 2005, he has taught FX, CFD, stocks as well as technical analysis courses till today. His style of teaching in small groups and in practical real time environment, the closest to reality trading, has exposed numerous participants to his simple and yet highly effective trading techniques in the forex as well as the equity market.
He is the author of 2 popular books, “Handbook for Forex Trading” and “Handbook for CFD Trading” which are still available in local bookstores. “Handbook for Forex Trading” was among the top ten non-fiction bestsellers. He has made guest appearance on TV program like Money Mind to discuss about forex trading. He had given numerous talks and seminars locally and overseas for Technical Analysts Society of Singapore and many other societies and organizations since 2007 in the area of technical analysis. He has also taught continuing education programmes for UOB Kay Hian’s trading representatives, many in-house CPD for private banks and well as public seminars for finance and wealth industry practitioner.
Besides a Bachelor Degree in Business Administration from the National University of Singapore, Nicholas Tan holds a Chartered Market Technician (CMT) designation from the Market Technician Association of USA. He is also a Certified Financial Technician (CFTe) with the International Federation of Technical Analysts (IFTA). Possessing two well-regarded designations from different world bodies through 2 years of study and examinations ensures that he is knowledgeable and well verse in the area of technical analysis. Nicholas has an Advanced Certificate in Training and Assessment certificate.
The Financial Training Scheme (“FTS”)
The Financial Training Scheme (“FTS”) is a training incentive scheme supported by the Financial Sector Development Fund (FSDF). The scheme supports financial sector-specific training programmes that raise the competency of the financial sector.
All our programmes are approved for listing on the Financial Training Scheme (FTS) Programme Directory and are eligible for FTS claims, subject to all eligibility criteria being met. For latest development on the Enhanced Funding Support for IBF FTS, please visit the Financial Training Scheme site.
Early Bird Discount
Enjoy 10% early bird discount when you register one (1) month before the course commencement date.