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Technical Analysis Training Course

This training course teaches you a series of practical techniques which organise and rank technical analysis methodologies and gives you a framework to forecast future price movements in financial markets.

Technical Analysis Training Course Overview

In this course, you will learn how to use technical analysis in financial markets. You will also gain a series of practical techniques which will organise and rank technical analysis methodologies. This will give you a framework to forecast future price movements in financial markets.

Have a question? Email us at: or call us at: (+852) 2273-4393

Course agenda

Introduction
What exactly is technical analysis?

Module 1
In this module, you gain an understanding of the risks inherent in making forecasts. Making value judgements and probability outcomes as part and parcel of modern day business.

• A chart as a historical record.
• Price movements in series, tabulated on spreadsheets.
• Advantages of visual records.
• The rice merchants and their influence in 18th century Japan

Module 2

• The basic charts.
• Line Bar Candlestick and Point and Figure.
• The method of construction.
• Advantages and disadvantages of each type.
• The application to markets.
• Study of international equity index and fixed income instrument.
• Scaling X and Y axis; using log and semilog valuations.
• The use of log and semilog scale.

Exercise: Building a series of charts from data. Discussion on results. This exercise will highlight the importance of “clean “data sets.

Module 3

• Supply and Demand.
• How this is represented on a price chart.
• Current examples
• Key concept of support and resistance.
• Additional examples from historical charts.
• Equilibrium in markets. Reversion to the mean.
• Efficient or not?
• Market participants and regulated information

Module 4

• Why do markets trend?
• Identification of trends.
• Inception and exhaustion.
• Review earlier chart construction types.
• Pattern recognition.
  • The repeating of patterns.
  • How they vary for different types of charts.
• The role of a multi-pronged approach.
• Advantages and disadvantages of information overload.

Module 5

• Price objectives.
• Risk parameters.
• Time scales in your trading planning.
• How to manage the trend.
• Moving averages.
  • All the types of averages employed.
  • How do they fit with your risk acceptance/aversion?
• Positioning.
• Crossovers.
• Golden cross.
• The use of envelopes.

Module 6

• Momentum in the market.
• Price acceleration and deceleration.
• The main indicators which are designed to focus on this aspect of technical analysis.

Exercise: Building a series of momentum indicators from data sheets. Discussing the outcomes and possible pitfalls in using exclusively this methodology.

• Non confirmation of price trends.
• Spikes.
• Bollinger Bands.
• Favourite oscillators.

Module 7

• Use of volume figures sentiment indicators and breadth indicators.
• Candlestick volume charts, equivolume charts and on
  balance volume indicators.
• Contrary opinion.
• Option Put / call ratios.

Module 8

• Cycles.
• Business cycles, effect on interest rates.
• Linked movements on equity indices.
• Foreign Exchange and commodity cycles.
• Amplitude and phase.
• Harmonic and synchronised.
• Application in real world situations.

Module 9

• Overview of Elliott Wave and Gann.
• Theory and application.
• Fibonacci time series.
• Examples in current markets.
• Case study on Fibonacci retracements.

Exercise: Using current charts –superimpose Gann Fans and Fibonacci retracements.

Module 10

• Pulling all the techniques together.
• Ranking objectively the merits of the technical approach over other avenues.
• Recognising your own strengths and being aware of the pitfalls of either too little or too much information.
• Paralysis by analysis.
• The role of computers to sift and rank data at ever increasing
  speed.
• The Exchanges as electronic wells in cyberspace.

Plenary:

• How technical analysis has had such an impact in price
  “discovery”.
• The types of charts used.
• Fitness for purpose.
• Key concepts in trending/non trending markets.
• The notion of momentum.
• The measurement of the internal dynamics of the market.
• Other sources of information that can be utilised in forecasting.

What do past clients say?

Who should attend this Technical Analysis training course?

• Treasury staff
• Dealers and traders
• Capital markets professionals
• Investment professionals
• Financial markets professionals
• Finance staff from non-banking institutions

Course Level

Beginner to Intermediate level.

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Have a question? Email us at: or call us at: (+852) 2273-4393

Why Ethan Hathaway training courses?

• Practical. Learn from experienced and active industry practitioners and what's being practiced by your peers.
• Applicable. Apply what you learn in your job and your career
• Specially designed courses by industry active experts for industry practitioners
• Quality Control. Each expert instructor is interviewed and vetted through our senior management and our 5-point instructor criteria.
• Valuable. Earn more revenue or save your organisation from monetary loss. You and your organisation will quickly earn back your investment on the course fee and more
• Enjoyable. Speakers who have a passion for their topic
• Clear. Turning complex concepts into easy to understand concepts
• Limited seats - each session is limited to between 18-25 seats

What do you receive from an Ethan Hathaway training course?

• You gain knowledge and skills that make you valuable to your company and your career
• Instruction by industry experts
• Course notes and reference package
• Daily lunch, snacks and refreshments
• Certificate of completion
• Meeting your industry peers
• Ask questions relevant to your job

Download the course brochure to learn more

Your course instructor

Paul Darbyshire: Paul began his career in the City working on the implementation of market models, stress testing and shock analysis for interest rate risk management. He then moved into quantitative trading in currency exotic options and structured finance.

He has designed, developed and implemented a variety of derivatives pricing engines, trading analysis and risk management systems across a broad range of asset classes.

Paul has provided major banks and financial institutions with consultancy on many aspects of quantitative finance, including new product innovations, risk management and financial engineering.

Hamish Tulloch: Following graduation at Edinburgh University Hamish entered the City of London joining a plantations company involved in natural rubber.

He moved to the terminal market in London and as a broker/dealer rose to be a major force in the business. Elected to Pit committee chairman and additionally gained trading rights on the Cocoa market.

He was a frequent business traveller to the US and throughout Europe. When the financial futures markets opened on LIFFE he was in charge of the floor team for a major London house.

A move to an office based position saw him advising and dealing for HNW and institutional clients. Became Executive director of joint owned London Chicago company running the house account.

Built teams and ran own company under the banner of the largest global FCM. Built a research unit at an economic advisory company and lastly was head of marketing in Asset Management at Reuters.

Hamish has retained his lifelong interest in teaching and has PGCE and full current GTC status. Mentored colleagues and delivered seminars for banking groups on topics ranging from stock index options to commodities.

A member of the Society of Technical Analysts.

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Dates & Locations & Fees

Date	Location	Venue	Course Fee	Early Bird Fee	Register
7 Feb - 8 Feb, 2011	Mumbai, India	TBA	US$950	See Brochure
17 Oct - 18 Oct, 2011	Mumbai, India	TBA	US$950	See Brochure

Early Birds Save Up To 30% Off the Regular Fee, download the brochure to learn more

Limited seats - Email us: for availability.

* Venue, dates, course fees, promotions, course content, course instructor are all subject to change

Can't find a session in a city near you?

If there's no session scheduled in a city near you, you have the following options:

• In-house training: If you have a group of 8 or more, consider having us run this course in-house for you
• Co-sponsored training: Between 5-7 people, consider a co-sponsored course - you agree to send this set number of people to the course if we run it in a city near you and Ethan Hathaway sells the remaining seats to other companies
• Distance learning: Less than 5 people, consider distance training format: live trainer presents over phone lines/web at pre-scheduled times (available only for select courses)
• Just tell us where you want the course: Let us know which city you'd like us to run this course in - we'll plan it if there's enough demand

Email us at: for more information regarding the above options.

Register for the course

You may book your place on the course by any of these methods:

1. Online booking - simply click on the "Register Me" button next to the course date you wish to register and it will take you through our quick online registration procedure.
2. Email us at: - please include your full contact details.
3. Fax us the booking form (included in the brochure) to: +852 3014-0721
4. Or call: +852 2273-4393 during normal office hours

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Related Courses

• Treasury Management School for Financial Institutions - Singapore, Hong Kong & Kuala Lumpur
• Treasury Management - UK, Europe & Dubai
• Commodities Trading
• Performance Measurement and Risk Analysis for Asset Management and Hedge Funds
• Hedge Fund Analysis & Modelling
• Introduction to Financial Markets

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Learn more about this course

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