Technical Analysis PC Virtual Series
Apply technical analysis as an important component of security analysis, especially when combined with fundamental analysis. Understand how chart patterns reflect the principles of behavioral finance. Apply specific technical strategies to the investment selection process. Develop trading strategies based on technical theories. Evaluate indicators and patterns based on quantitative analysis.
Discuss the definitions of subjective and objective analysis and review how the different types of analysis can be incorporated into trading decisions. Apply the principles of objective analysis to market data to understand the design of investment trading systems. Develop complete trading strategies including entry and exit rules, position sizing strategies, and risk management techniques. Analyze the historic performance of trading systems in terms of potential rewards and risks.
Registration Includes:
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9 Online Virtual Sessions with Live Instructors
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Professional Certificate Examination
Participants must complete the virtual sessions as well as pass the examination to receive a NYIF Professional Certificate of Mastery
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To make it even easier to learn, you can finance your program through Affirm.
Loans offered through Affirm are available in the U.S. and Canada.
Module 1(A): How Technical Analysis Works
- Introduction
- Overview of Technical Analysis
- Why Technical Analysis Works
- A Framework Based on Wyckoff for Applying Technical Analysis to Trading
Module 1(b): Introduction to Charts
- Popular Chart Types (Line Charts, Bar Charts, Candlesticks)
- Other Chart Types (Heikin-Ashi candles, Ichimoku, P&F, Kagi, Renko, Percent Swing, Gann Swing, RRG, Spread Charts, Frequency Distribution)
Module 2: Chart Patterns
- Common Patterns (Trends, Support and Resistance Levels, Gaps, Volume)
- Topping Patterns
- Continuation Patterns
- Miscellaneous Patterns (including Fibonacci Sequence)
- Strategy for Trading Charts
- Interpreting Candlestick Charts
Module 3: Introduction To Technical Indicators
- Most Popular Indicators on Bloomberg
- Moving Averages
- RSI Indicator
- Stochastic
- Rate of Change (RoC) Indicator
- MACD
- Bollinger Bands (including %b and Bandwidth)
- “Channel Strategies (MA Envelops
- Keltner
- Donchain)”
Module 4: Advanced Technical Indicators
- Other Indicators (ATR, Pivot Points, %R, Stochastic RSI)
- Trading System Indicators (ADX, DMI, Parabolic SAR)
- Volume Indicators (OBV, Volume-Weighted Moving Averages, Ease of Movement
- Money Flow, Chaikin Money Flow)
- Sentiment (Survey, VIX, VIX Fix, COT)
- The Best Indicator
Module 5: Comparative Technical Indicators
- Primary vs Secondary Offering
- Breadth (Equal Weighted vs Cap Weighted, A/D Indicators, % Stocks Above MA or Indicator)
- Ratio Spreads (Yield Curves, Market Cap, Style, Pairs Trading)
- Comparative Relative Strength
- Combining Relative Strength with Fundamentals
Module 6:Technical Theories
- Case Study
- Cycle Analysis
- Dow Theory
- Elliott Wave Theory Overview
- Seasonals
- Intermarket Analysis
- Putting It All Together
Module 7(A): Subjective VS Objective Analysis
- Introduction
- Systems Trading vs Discretionary Trading
- Mean Reversion vs Trend Following
- Factors to Consider When Designing Systems
Module 7(B): Algorithmic Trading
- Developing Trading Systems Overview
- Developing Trading Systems – Determine What to Trade
- Developing Trading Systems – Determine Trading Frequency
- Developing Trading Systems – Define the Entry Rules
- Developing Trading Systems – Define the Exit Rules for Winning Trades
- Developing Trading Systems – Define the Exit Rules for Losing Trades
- Developing Trading Systems – Measure Performance
- Developing Trading Systems – Adapt Parameters
- Developing Trading Systems – Monitor Performance
Module 8: Backtesting
- Data (Issues to Consider, Timeframe)
- Optimization
- Position Sizing (None, Kelly Criterion, Optimal f, Fixed Fractional, Fractional Ratio)
- Example – Trend Following (Highlights Issues With Data Selection and Optimization)
Module 9: Implementing Quantitative Technical Analysis Strategies
- Data (Issues to Consider, Timeframe)
- Strategies for Implementing a Long-Term Strategy in a $25,000 Account
- Developing Short-Term Strategies