By the end of this comprehensive course, students will possess a solid understanding of wealth management, tax planning, and long-term investing. They will be equipped with the knowledge to select suitable investment portfolios, appraise various investment wrappers, contribute to and draw down pensions, assess protection policies, assist with estate planning, and evaluate tax-efficient solutions
Taught by instructors with decades of experience on Wall Street, we deliver a comprehensive course that equips students with the skills and knowledge needed to become savvy stock and options traders. This professional certificate program offers an intensive introduction to the complex world of trading and will provide an invaluable foundation for the strategies and techniques used to navigate volatile equities markets with technical analysis and risk management.
Language of the Stock Market: Mastering the stock market language involves grasping key terms, such as bid/ask prices, market/limit orders, bull/bear markets, dividends, EPS, and financial ratios (P/E, ROI, beta) used in trading and investing.
Money Management: Efficient capital allocation, risk mitigation, and optimizing returns are central to money management. Techniques include sizing positions based on risk, employing stop-loss orders, diversifying portfolios, and maintaining a risk-reward ratio.
Scanning for Stocks: Proficiency in scanning for stocks involves using screening tools to filter stocks based on specific criteria (market cap, sector, P/E, volume) to identify potential trade opportunities aligning with trading strategies.
Techniques for Trading: Exploring diverse trading methodologies like day trading, swing trading, momentum trading, and value investing, each with its unique approach to analyzing markets and executing trades.
Options: Understanding options as financial contracts granting the right (not obligation) to buy/sell an asset at a set price within a timeframe. This includes learning about call/put options, various strategies (straddles, covered calls), and their applications in trading and hedging.