Course Description

This 6-hour course provides a straightforward and uncomplicated introduction to financial markets, terminology, investment vehicles, and simple steps for selecting, buying, and managing your first investment. It is geared towards the beginner investor or someone who wants to refresh their basic knowledge of essential foundation concepts that every investor should know. Students will be provided with basic templates to aid in their learning. 

Prerequisites: 

• No prior investment training or experience required. 

• This course is designed to be paperless. Therefore, students must have access to a personal computing device (e.g., computer, laptop, tablet, or mobile device) and a Google Gmail account to gain access to the electronically formatted material provided.

• A list of required or recommended books with suggestions on where to purchase will be provided before the course starts.

Course Learning Objectives

1. Understand key market concepts and terminology.

2. Understand market risk and mitigation.

3. Understand what investment vehicles may be most suitable for you.

4. Understand how to select your broker.

5. Understand how to find and buy your first investment.

6. Understand when and how to sell.

7. Use the tools provided to develop your personal investment plan.

Course Description

Retaining and growing your wealth does not happen by accident. This 15-hour course explores developing a suitable approach to investing based on your knowledge, willingness and ability to take on risk, and the amount of time you wish to commit to investing. You will be introduced to fundamental analysis, to value investing, growth investing, income investing, strategy specific investment vehicles, asset allocation, diversification, and you will learn the necessary processes and routines to find and manage your investments. The course will also highlight and share wisdom from well known successful investor strategies. Students will be provided templates to aid in their learning during breakout sessions. 

Prerequisites: 

• Course #1 in the Investing Certificate Program or the equivalent knowledge if you wish to take this as a standalone course. 

• This course is designed to be paperless. Therefore, students must have access to a personal computing device (e.g., computer, laptop, tablet, or mobile device) and a Google Gmail account to gain access to the electronically formatted material provided.

• A list of required or recommended books with suggestions on where to purchase will be provided before the course starts.

Course Learning Objectives

1. Understand Diversification.

2. Understand Asset Allocation Strategies.

3. Understand your market and investment risk and how to apply mitigation techniques.

4. Understand how to find investment vehicles most suitable for the strategies discussed.

5. Understand if the investment fundamentals support you making a particular investment.

6. Understand the basic process and routines necessary to select and manage your investments.

7. Use the tools provided to develop an income-focused strategy.

8. Use the tools provided to develop a growth-focused strategy.

Course Description

In trading, timing is critical. This 15-hour course introduces you to visual investing (also known as chart reading or technical analysis). You will learn about trend analysis, market timing clues, market breadth, seasonality, support/resistance, pattern trading, momentum trading, common technical indicators, and how to keep it all together using trading routines and your trading journal. Students will be provided templates to aid in their learning during breakout sessions.

Prerequisites: 

• Course #1 and #2 in the Investing Certificate Program or the equivalent knowledge if you wish to take this as a standalone course. 

• This course is designed to be paperless. Therefore, students must have access to a personal computing device (e.g., computer, laptop, tablet, or mobile device) and a Google Gmail account to gain access to the electronically formatted material provided.

• A list of required or recommended books with suggestions on where to purchase will be provided before the course starts.

Course Learning Objectives

1. Understand market trends and trend following strategies.

2. Understand how to determine what the best market conditions are for your trading style.

3. Understand how to find the highest probability investments for your trading style.

4. Understand the basic inter-market relationships.

5. Understand trade risk and mitigation.

6. Understand trading styles and timeframes.

7. Use the tools provided to develop your trading routine.

8. Use the tools provided to develop your trading journal. 

Course Description

This 15-hour course focuses on advanced charting, candle trading, popular Technical Analysis styles, inter-market analysis, methods to determine technical price targets, position sizing, stock order types, how to stay on top of your watch list using alerts, entry/exit rules, situational trading (gaps, earnings, IPOs,  etc.), trading systems, advanced scans for finding investments, measuring and tracking your results, and will introduce techniques from some of the popular authors and technical traders. It will also re-enforce routines necessary for successful trading.

Prerequisites: 

• Course #1, #2, and #3 in the Investing Certificate Program or the equivalent knowledge if you wish to take this as a standalone course. 

• This course is designed to be paperless. Therefore, students must have access to a personal computing device (e.g., computer, laptop, tablet, or mobile device) and a Google Gmail account to gain access to the electronically formatted material provided.

• A list of required or recommended books with suggestions on where to purchase will be provided before the course starts.

Course Learning Objectives

1. Understand advanced entry and exit order types.

2. Understand how to pyramiding into a position.

3. Understand ways to find and evaluate your criteria based investments options.

4. Understand how to measure your trading performance.

5. Understand how to find general strength and weakness in the market.

6. Using the tools provided to determine the market leaders. 

7. Use the tools provided to plan, enter, monitor and exit from your trade.

Course Description

In this 9-hour course you will demonstrate the investing knowledge and skills you have gained throughout the Investing Certificate Program by successfully performing various investing simulated scenarios. Students working alone or in small teams will develop investing and trading plans, establish their investing rules, find suitable investments, perform simulated or actual trades, and record their results. Students may bring in their real-world investing ideas for class evaluation.

Prerequisites: 

• Student must have completed two or more of the following:

• Financial Market Basics

• Investing Fundamentals

• Technical Analysis Essentials

• Advanced Trading Techniques

• This course is designed to be paperless. Therefore, students must have access to a personal computing device (e.g., computer, laptop, tablet, or mobile device) and a Google Gmail account to gain access to the electronically formatted material provided.

• A list of required or recommended books with suggestions on where to purchase will be provided before the course starts.

Course Learning Objectives

1. Ability to demonstrate what you have learned in a competitive real-world simulation.

2. Ability to apply the investing principles to manage risk.

Course Title/Length

Position-Trading Applied (15 hours)

Course Description

This class focuses on the "Position-Trading" style. A position trader is a type of trader who holds a position in an investment for a more extended time, typically from several weeks to many years. Other than "buying and holding," it is the longest holding period among all trading styles and emphasizes larger per-trade performance results. Position-Trading is one of the most profitable investment styles and is more suitable for the trader who has a day-job than shorter timeframe trading. It is central to the methods of well-known traders like William O'Neil of Investors Business Daily (CANSLIM) fame.

This class is a hands-on application and expansion of what you learned in the Investing Certificate Program's core classes tailored specifically to Position-Trading. The goal is to create your trading edge to apply to a "Position-Trading" style. You will be provided with templates and a trading framework to expedite learning and set-up.

Course Learning Objectives

1. PLAN: You will develop your Position-Trading plan, methods, and routines. You will learn successful trade setups for your Trading style and select one which will become your specialty.

2. MOODA: You will evaluate and assess the general market conditions to ensure the market is conducive to your trading style.

3. CULL: You will Cull the universe of securities and narrow it to the candidates meeting your criterion. Culling will include using both Fundamental and Technical Analysis.

4. RANK: You will rank and put order to your Culled list to focus on the highest probability candidates.

5. DISPOSITION: You will establish alerts and tracking to notify you when an Entry for your preferred Trade style materializes.

6. MANAGE: You will develop a trade workup for each trade to manage your Risk/Reward, Trade Entry, and Broker Order Type.

7. MEASURE: You will utilize a trade log to record your performance at an individual trade, account, and portfolio level.

8. RETROSPECTIVE: You will perform a Retrospective to learn ways to improve on your trading edge.

Audience

This is an elective class for students who have completed the core classes in the Investing Certificate Program or experienced traders who wish to learn this style of trading. If you are in the latter category, you must get the instructor’s permission to be in this class and you should be willing to do some catch-up homework.

Course Title/Length

Swing-Trading Applied (15 hours)

Course Description

This class focuses on the "Swing-Trading" style. Swing trading is a trading style that traders use to buy and sell securities to capitalize on the interim lows and highs within a larger overall trend, usually holding the position from days to weeks. This style is central to the well-known trader and author, Alexander Elder, and described in his book “Trading for a Living”. 

This class is a hands-on application and expansion of what you learned in the Investing Certificate Program's core classes tailored specifically to Swing-Trading. The goal is to create your trading edge to apply to a "Swing-Trading" style. You will be provided with templates and a simple framework to expedite learning and set-up.

Course Learning Objectives

1. PLAN: You will develop your Swing-Trading plan, methods, and routines. You will learn successful trade setups for your Trading style and select one which will become your specialty.

2. MOODA: You will evaluate and assess the general market conditions to ensure the market is conducive to your trading style.

3. CULL: You will Cull the universe of securities and narrow it to the candidates meeting your criterion. Culling will include using both Fundamental and Technical Analysis.

4. RANK: You will rank and put order to your Culled list to focus on the highest probability candidates.

5. DISPOSITION: You will establish alerts and tracking to notify you when an Entry for your preferred Trade style materializes.

6. MANAGE: You will develop a trade workup for each trade to manage your Risk/Reward, Trade Entry, and Broker Order Type.

7. MEASURE: You will utilize a trade log to record your performance at an individual trade, account, and portfolio level.

8. RETROSPECTIVE: You will perform a Retrospective to learn ways to improve on your trading edge.

Audience

This is an elective class for students who have completed the core classes in the Investing Certificate Program or experienced traders who wish to learn this style of trading. If you are in the latter category, you must get the instructor’s permission to be in this class and you should be willing to do some catch-up homework.

Course Title/Length

Trading with Candles (6 hours)

Course Description

This class introduces candlestick charts and patterns into your trading style to provide short term reads on market sentiment.  This may help you anticipate near term price movement for better timing of your entry and exits.

Course Learning Objectives

1. Learn Candlestick Design.

2. Learn Candlestick Sentiment.

3. Learn about Candle Development

4. Learn Candle Pattern Stages

5. Learn the significants of common candle patterns

Audience

Anyone wanting to learn more about how candlestick patterns can improve their trading edge.

Course Title/Length

Essential Computer Skills for Investors (9 hours)

Course Description

This course introduces students to the basic computer skills required by Investors and Traders for organizing their investing business, quickly finding and ranking the best ideas, monitoring investment candidates, tracking their portfolio, etc. 

This class is taught from a Google Apps centric view using the Free version of Google Docs, Google Sheets, Google Finance, Google Chrome. However, these skills can also be applied to Microsoft's version of these Apps but require that the student perform any translation where needed on their own.

This is a hands-on class where you learn, then immediately apply what you learned to set-up, organize, and optimize your own personal free Google Account to fast-track your investing and trading. You will be provided with templates and a simple framework to expedite learning and set-up.

Course Learning Objectives

1. You will configure Google Chrome or Brave Bookmarks to enable one-click to get to websites, documents, Google Drive locations, etc. within an investing framework that keeps you organized.

2. You will set up Gmail filters to tag and group key email messages into actionable folders.

3. You will use the Google Finance Function to pull company information automatically into your Google Sheet.

4. You will learn simple "Extract, Transform, Load (ETL)" techniques for moving large amounts of stock data between systems.

5. You will learn how to screen-scrape financial data from websites using the import HTML function in Google Sheets.

Audience

• Students attending or planning to attend classes in the Investing Certificate Program

• Students who want to learn more about using Office Productivity Apps specifically for Investing or Trading

• Students who want to learn the basics of manually moving data between systems