Phase1-Teach

 

PHASE 1: TEACH
Phase 1 – Teaching (2.5 months)

  • Focuses on the foundational knowledge of the markets and decision making

 

Fundamental Analysis (*)

Technical Analysis(*)

Module 1 - Financial Excellence

Module 1 - Technical Analysis

Module 2 - Economics

Module 2 - Technical indicators

Module 3 - External Events

Module 3 - Risk management

Module 4 - Fundamental Analysis

Module 4 - Investor Psychology

Module 5 - The Wealth Plan

Module 5 - The Trading Plan

 

PART A: FUNDMENTAL ANALYSIS

Module 1: Financial Excellence (Capital Preservation & Risk Management) – Creating a vision & plan to achieve investment goals

Module 2: Economics (The Laws of Supply & Demand) – Understanding the domestic & global movement of goods & services and its relationship to Economic Growth

Module 3: External Events (Globalization; Geopolitical & Other Events) – Comprehending the impact of external events on the psychology of market participants.

Module 4: Fundamental Analysis (Financial Analysis) – Determining the financial condition of specific targeted corporations.

Module 5: The Plan (Portfolio Management) – Creating a master wealth plan with an Investment Component and a Trading Component.

PART B: TECHNICAL ANALYSIS

Module 1: Technical Analysis (Charting Basics) – Creating a pro-forma portfolio called the ‘Focus Five’ for the purposes of ‘paper-trading’ i.e. using a dummy account to learn.

Module 2: Technical Indicators (Specific Indicators & Market Direction) – Understanding how to use indicators to determine entry & exit strategies to improve ‘paper-trading’ results

Module 3: Risk Management (Protection) – Understanding Stop-Loss Strategies which are based on individual risk profiles

Module 4: Investor Psychology (Crowd Psychology & Individual Psychology ) – Understanding emotional characteristics & eliminating Fear & Greed

Module 5: Trading Plan (Target vs. Actual) – Learning from trades & correcting common mistakes