What you'll learn
- A clear understanding of risk management and how to implement the concept through asserted efforts in trading
- Confident ability in the use of technical analysis
- The ability to read and react to price action
- Skills to read and analyse fundamental analysis
- An understanding of trading psychology and mindful management
Diploma in Share Trading and Investment
Introduction to the Financial Markets
This is the "blank canvas" lesson where we will paint a picture to best describe what you're learning how to invest for in the first place. What are your goals in the market, how often do you want to invest, what is your concept of financial freedom? These are a few of the questions we must ask and we will find the right answers by exploring your personal initiative.
Getting Started in Share Trading
Are you ready to invest in shares? How do you prepare to be in a position to not only own a portfolio of shares but manage the portfolio successfully. These are the concepts we explore in this lesson so you can confidently prepare to manage your own portfolio like a professional.
Understanding Market Cycles
As with most things in life, the markets are cyclical. There is an occurrence of events that can be measured and tracked. These events are what define trends in the market and if measured properly will play a major role in defining your investment strategy to ensure the timing of your decisions is as precise as possible. We explore cyclicity and how you should practice it throughout this lesson.
Power of Your Investment Decisions
In order to understand the pure nature of an investment decision, we explore the investment choices you've already made without even knowing it! This lesson is quite exciting because it's a trip back in time where we explore where finances started becoming significant in our lives.
Your Investment Strategy
F.C.T stands for Find, Confirm and Trade. This is the approach we will use to define our unique strategy. Finding opportunities starts with our unique approach to analysis that is a balance between fundamental and technical analysis.
Analysis and Valuation
Having a great strategy is one thing but if you do not time your analysis or executions properly then your next couple of actions could be disastrous. This lesson is dedicated to teaching you the importance of timing and what you need to learn in order to safely manage your approach in the markets. I'ts often said that time is the most valuable commodity in existence, this lesson will help you understand just why that is.
Principles of Successful Investments
Mastering your emotions is very important, especially as a new participant in the markets. In this lesson we explore the 3 main pillars to emotional mastery. We also take the time to start focusing on our system (strategy) and how we need to piece the puzzle together so that we can start practicing the essentials.
Psychology of Successful Trading
Becoming a professional decision maker doesn't mean that you're just really good at finding investment opportunity, it means that you are also able to mitigate harmful emotions really well. You don't need to be a rocket scientist in order to do this successfully either, you just need to confidently lean on a rule based system every day without fail. This lesson is dedicated to teaching you what the rule based system entails.
Intermediate in Share Trading and Investment
Basics of Fundamental Analysis
This lesson is focused on giving you a brief introduction into fundamental analysis. We will look at what sort of factors this style of analysis considers and slowly unpack them categorically.
Micro Fundamental Analysis Part 1
This lesson is dedicated to teaching you about the concept of micro fundamentals and which pieces of data within this analytical category should be considered as an investor trying to learn about a companies well being and overall performance.
Micro Fundamental Analysis Part 2
It is time to learn which factors within a business matter to us the most as investors. We will learn about the concept of the micro environment and how to pick at the information that a company makes available to the public in order to assist our investment decision making process.
Micro Fundamental Analysis Part 3
Now that you have been introduced to the concept of micro factors of study, we will take it a step further and look deeper into the data that a listed company is obligated to make available. This information is vital as it paints a clear picture around the financial well being of the company which is essential to know as an investor considering a commitment to shares.
Macro Fundamentals Analysis Part 1
This is our first look at macro factors of study. As much as it is important to look at the internal operations of a company, you must understand that there are considerations outside of the company that affect its well being that we need to be aware of as these factors could affect the companies performance. This lesson is dedicated to helping you take that first step toward understanding the macro fundamental data!
Macro Fundamentals Analysis Part 2
Now that you have been introduced to the concept of macro fundamental study and you understand the importance of why we consider this information, we will take a further step towards achieving a deeper understanding of the details and what could give an investor the upper hand by knowing how to study and consider as a part of the decision making process.
Macro Fundamentals Analysis Part 3
This lesson is focused on wrapping up our understanding of macro fundamentals and piecing the information outside of the business together so that we understand the impact of these factors and exactly how to react to certain events when they occur.
Recap on Face Value
The most important information for us to draw our attention to with regards to fundamental analysis is the intrinsic value calculations. This is important for a number of different reasons but mainly because identifying the intrinsic value will help us execute our margin of safety strategy. This lesson is dedicated to recapping the important information that will help us accomplish this element of our strategy.
Advanced in Share Trading and Investment
This is the first step you will take towards learning about technical analysis in this course and there is no better way to do that other than to learn about price action. Simply put, price action is the study of the movement of price on a chart. This will teach you how to read charts and easily apply the tools that we will cover in later lessons.
Identifying the Trend
The ability to look at a chart and identify an overall trend is vitally important because it helps us draw a conclusion to directional bias. Once we understand which direction the market is moving then our reaction to the market will become that much more justified.
This lesson shines light on learning about candlestick patterns. Patterns are important because they help us execute trades with specific focus on timing. Great timing is essential and when perfected will give you an edge that will elevate your skill set rapidly.
Fibonacci Analysis Tool
As we look closer at the benefits of incorporating technical analysis in our routines, we must start to consider specific tools that will help our analytical efforts become effective and efficient. The fibonacci tool is one of our preferred tools that we will use to identify support and resistance as well as key reversal points in cyclicity, all of which will help you work towards being a smarter investor!
Psychology to Successful Charting
Psychology and mindset mastery is a major factor of the traders and investors decision making process. You must remember that managing your emotional exposure is of utmost importance so that you do not fall victim to the impact of hope, fear or greed in your day to day trading routine. It has often been said that successful trading and investing is a relationship of 80% psychology and only 20% the actual art to analysis, we will explore this concept throughout this lesson.
Support and Resistance
In technical analysis, carrying an edge will definitely help you identify quality setups much faster than not and as you should know by now, the faster we can react in the markets the better because timing is imperative. Support and resistance is the analytical approach that we will use to define our edge and this lesson will cover the start of your journey with this amazing addition to your technical arsenal.
The cornerstone of successful trading and investing is undoubtedly risk management. Understanding the concept is one thing but the ability to execute a plan is completely different. We will cover all the important angles to risk management and your journey into the markets so you are fully prepared to participate with confidence.
One of the most important things about consistency in your trading and investing efforts is a concept called trade management. You must learn about the steps you should take to post manage a trade or investment to continue your risk minimising efforts as well as profit maximising opportunities.
Proficient in Share Trading and Investment
Up until this point, you would have spent the majority of the previous lessons learning how to interpret data and information and analyze on the charts. It is now time to start putting the pieces of the puzzle together and begin creating your strategic blueprint that will help you make decisions in the market. This lesson is dedicated to teaching you how to structure and utilize your new strategy.
Further Considerations for Quality Assessment
In the world of trading and investing quality always beats quantity over the long term. This lesson shines light on what makes this statement so true and how one could start focusing more on identifying quality.
Find, Confirm, Trade (F.C.T.)
F.C.T is an acronym you should live by as a beginner in the markets. It stands for find, confirm, trade. This acronym will help you realize the simplicity behind the process we must go through in order to participate in the markets. Successful trading rides on the back of routine and discipline, this lesson will help teach exactly how to incorporate that discipline in your day to day routine.
In the world of investing you realize that there are a few factors that could assist the increase in value of a specific stock. We will dedicate this lesson to looking at the concept of appreciation holistically so that we know exactly what is responsible for driving our rate of return in our portfolios.
Return on Investment
This lesson will shine light on how a trader or investor should target their preferred R.O.I. and structure their performance reporting accordingly.
Age Appropriate Investing
Every decade of life has it's own complexities. This lesson is dedicated to discussing those complexities and learning how they can affect or influence your trading and investing efforts.
Advanced Technical Analysis
As with anything in life, if you carry an edge then you carry the upper hand. It is for this reason that we will learn a few advanced technical approaches that will give you an analytical edge and hopefully assist you in finding better quality trades. These are advanced techniques perfectly suitable for a beginner and ideally used in the day trading routine.
Smart Trading Techniques
The final step in your learning journey starts here! This lesson is dedicated to finalizing the most important pieces of information that you need to carry with you and also dedicated to recapping on some technical analysis. Practice makes perfect and this lesson will prove just that.