Technical Analysis - Day

This class focuses on both traditional technical tools, such as trend analysis and market momentum, along with more specific approaches, such as Elliot Wave and Gann Analyses. Students learn to choose among these and other key technical approaches in order to produce the most productive trades, given various investment horizons.



Portfolio managers, traders (especially principal traders), academics wishing to expand their knowledge in behavioral finance.
No advance preparation required.
Students will be able to:
  • Understand the basics of technical analysis
  • Identify and manage trends and chart formations
  • Learn about Dow, Fibonacci and Gann analyses
  • Comprehend the different types of charts
  • Learn the benefits of Moving Averages
  • Differentiate and apply Momentum Oscillators
  • Study the advantages of Specialty Indicators
  • Identify the benefits of Elliott Wave Analysis
"The powerpoint presentation used in class was very helpful."
"The course instructor added value to the class."
"The content and clarity of the presentation gave me a deeper understanding of the topic."
  • Advanced Technical Analysis Workshop - Evening
  • Fusion Analysis Suite
  • The session being offered on November 14, 2012 in New York is a special one-day version of this course. Please be advised that all content listed in the Detailed Outline below may not be covered in the single-day offering and the number of CPE credits awarded for this special session is 7.0.
    Day 1
    Introduction - What is Technical Analysis?
    • Definition
    • Main factors in technical analysis
    • Advantages
    • Criticisms
    • Types of Charts
    • Long-term vs. short-term

    Trend Analysis

    • Support and Resistance Lines
    • Trends
    • Direction
    • Duration
    • Trend lines
    • Channel lines
    • Breakout trend lines: rules of confirmation

    Ratio Analysis

    • Percentages: Dow, Fibonacci and Gann
    • Fans
    • Arcs
    • Retracements vs. Extensions

    Chart Formations

      Trend Reversal Formations

      • Head and Shoulders
      • Double Tops and Double Bottoms
      • Triple Tops and Triple Bottoms
      • V-tops (spikes)
      • Rounded Tops and Rounded Bottoms (saucers)

      Trend Continuation Formations

      • Flags
      • Pennant
      • Triangles
      • Wedges

      Bar Charts

      • Gaps
      • Common
      • Breakaway
      • Runaway
      • Exhaustion
      • Island Reversal and Key Reversal
      • 4-Week Rule
      • Up Thrust
      • Spring

      Candlestick Charts

      • Bullish formations
      • Bearish formations
      • Neutral formations
      • Reversal formations

    Day 2
    Point-and-figure Charts
    • Construction
    • Bullish formations
    • Bearish formations
    • Classic formations
    • The horizontal count

    Moving averages

    • Definition
    • Benefits
    • Types
    • Number of moving averages
    • Duration
    • Double crossover
    • Japanese crosses
    • Triple crossovers
    • Envelope model
    • Bollinger Bands

    Oscillators

    • Definition
    • Role
    • Relationship with Underlying Instrument
    • In-gear
    • Bullish divergence
    • Bearish divergence
    • Types
    • Momentum
    • Rate of Change
    • Relative Strength Index
    • Stochastics
    • Larry Williams %R
    • MACD
    • Moving Average Oscillator

    Specialty indicators

    • Directional Movement Index
    • On-balance Volume
    • Parabolic (SAR)
    • Breath Momentum Indicators

    Sentiment Indicators

      Cycle Analysis

        Elliott Wave

          Derivative Strategies

            Quantitative Tools

              Ethics and Professionalism

    Clients who register for this course will receive a complimentary 4-month subscription to FT.com. The Financial Times is the world's most respected financial newspaper, providing a broad assessment on finance, business and the industrial sector. The move to the electronic version follows an ongoing review of our environmental responsibilities as a global business and as part of the Pearson group. FT.com also has features that are not available in hard copy, such as: Special Reports, Alphaville, editor blogs, education sections and much more! Subscriptions will start within 6-8 weeks of the start of class and are limited to one subscription per client. (Please note: as of May 1, 2011, the electronic subscription replaces the hard-copy 3-month Financial Times subscription.)

    Lunch is included for all students taking day classes.