Centre of Excellence – Introduction to Trading and Investing Diploma Course
From knowing no more than the word ‘stocks’ to using analytical techniques combined with calculated thinking to interpret potential returns – everything you need to unlock your financial potential and reach your trading and investing goals is contained within.
The Introduction to Trading and Investing Diploma Course explains fundamental and technical trading analysis, investment strategies and portfolio building, money management, and risk/reward methodologies.
The course begins by introducing trading itself – the concepts, basic terminology used, psychological elements, core trading strategies, asset classes, and broker choice considerations.
You’ll explore the basics of fundamental analysis – looking at economic indicators, the news, and quantitative fundamentals, and how to perform fundamental analysis on companies.
It’s then on to technical analysis. You’ll begin with reading a chart, candlestick basics, and support and resistance, before moving onto trading indicators – covering common signals, patterns, the importance of trading volume, and moving averages. Finally, we’ll look into advanced charting techniques – learning about the Average Directional Index (ADX) and Relative Strength Index (RSI).
We’ll explore how to manage money and accurately assess risk and reward. We’ll also compare trading with investing and consider their core differences, pros, and cons.
The course rounds out with a look at the basics and strategies of investing. We’ll consider the way to view and create a portfolio with a focus on diversification and asset classes, and how to go about setting investment goals. We’ll then look at the six key strategies of investing, splitting these into two categories – index funds and individual stocks and securities.
By studying this course, you will:
Understand trading concepts, strategies and terminology
Learn about fundamental analysis
Learn about technical analysis
Become familiar with money management and assessing risk and reward
Learn the basics and strategies of investing
Acquire the knowledge and confidence to develop a portfolio
What You’ll Learn In Introduction to Trading and Investing Diploma Course?
Module 1: Foundations of Trading
Introduction
Part 1: What is Trading?
Part 2: Trading Concepts
Part 3: Psychology of Trading
Test Your Knowledge
Key Learning Points Exercise
Module 1 Assessment
Module 2: Strategies and Markets
Part 1: Introduction to Different Trading Strategies
Part 2: Asset Classes
Part 3: Choosing the Right Broker and Strategy
Test Your Knowledge
Key Learning Points Exercise
Module 2 Assessment
Module 3: Fundamental Analysis I
Part 1: Fundamental Financial Analysis and Economic Indicators
Part 2: News
Part 3: Qualitative Fundamentals
Test Your Knowledge
Key Learning Points Exercise
Module 3 Assessment
Module 4: Fundamental Analysis II
Part 1: Intrinsic Value
Part 2: Quantitative Fundamentals
Part 3: Fundamental Analysis for Forex
Test Your Knowledge
Key Learning Points Exercise
Module 4 Assessment
Module 5: Technical Analysis I
Part 1: How to Read a Chart
Part 2: Linear and Logarithmic Scales
Part 3: Candlesticks, Support and Resistance
Test Your Knowledge
Key Learning Points Exercise
Module 5 Assessment
Module 6: Technical Analysis II
Part 1: Signals
Part 2: Patterns, Trading Volume and Time
Part 3: Moving Averages
Test Your Knowledge
Key Learning Points Exercise
Module 6 Assessment
Module 7: Technical Analysis III
Part 1: Average Directional Index (ADX)
Part 2: Relative Strength Index – RSI
Test Your Knowledge
Key Learning Points Exercise
Module 7 Assessment
Module 8: Risk and Money Management
Part 1: Risk vs Reward
Part 2: Tools and Techniques to Prevent Large Losses
Test Your Knowledge
Key Learning Points Exercise
Module 8 Assessment
Module 9: Investing vs Trading
Part 1: Limitations of Trading
Part 2: The Differences Between Investing and Trading
Part 3: The Key Advantages of Investing
Part 4: The Key Advantages of Trading
Test Your Knowledge
Key Learning Points Exercise
Module 9 Assessment
Module 10: Investing Basics
Part 1: Assets, Funds, and Liquidity
Part 2: Investment Goal Setting
Part 3: Diversification and Asset Allocation
Test Your Knowledge
Key Learning Points Exercise
Module 10 Assessment
Module 11: Investing Strategies
Part 1: Key Strategies for Index Investing
Part 2: Key Strategies for Stock-Picking Investors
Answers to Practical Questions
Test Your Knowledge
Key Learning Points Exercise
Conclusion
Module 11 Assessment
