Introduction To Technical Analysis Course

LINK TO THE TECHNICAL ANALYSIS COURSE-
http://www.wiziq.com/course/71364-an-introduction-to-technical-analysis  

THE COURSE IS A GROUP COURSE WITH MINIMUM OF 10 LEARNERS, IF WITHIN ONE MONTH OF FIRST ENROLLMENT THE BATCH DOESN'T GET COMPLETED WE WILL ISSUE YOU COMPLETE REFUND.

A method of evaluating securities by analyzing statistics generated by market activity, such as past prices and volume. Technical analysts do not attempt to measure a security's intrinsic value, but instead use charts and other tools to identify patterns that can suggest future activity.

Technical analysts believe that the historical performance of stocks and markets are indications of future performance.In a shopping mall, a fundamental analyst would go to each store, study the product that was being sold, and then decide whether to buy it or not. By contrast, a technical analyst would sit on a bench in the mall and watch people go into the stores. Disregarding the intrinsic value of the products in the store, the technical analyst's decision would be based on the patterns or activity of people going into each store.

Introduction to Technical anlaysis

Uploaded by Shivgan on WizIQ Tutorials

Course Highlights:

• Get accustomed to technical analytics.
• Get all necessary material for your preparation.
• Get familiar with the fundamental concepts of Finance.
• Video tutorials and 1 online class with recording access.

Course Description:

This is an interactive course package that prepares you for Technical Analysis exams. The course instructor will help you in identifying the main elements of technical analysis, key elements of charts and key tools of pattern analysis. After the completion of the course, you will be able to distinguish between different types of trends. Also, you will be able to recognize the difference between support and resistance. 

Course Package:

• 01 Live online class.
• 01 Powerpoint presentation.
• Video tutorials.
• Course duration: 1 day.
• Class duration: 1.5 hours.
• Batch size: Minimum 10 students to start the course.

Key Takeaways:

• Develop a strong base to crack Technical Analysis exams.
• Get all the necessary material you need.
• Take the first step towards launching your career in Finance.

Course Content:

Class No.	Topic	Duration
1	Charting, time frames and prices	20 minutes
2	Trend Lines	15 minutes
3	Volumes	10 minutes
4	Pattern Analysis	15 minutes
5	Moving Averages	10 minutes
6	Putting it all together	20 minutes

Introduction to technical Analysis course:

   


About the Teacher: Doaa Elwy Fahmy, is MBA Holder with a double major, Finance and Global Managment , GPA 3.9 , Doaa is a chartered Market Technician and a Chartered Portfolio Manager has guided many investors to protect, build, grow and preseve their investments and wealth in the stock market. Doaa served as a board director in the market technicians association in New york (2007 - 2011). 

She is working in Money managment industry, as an equity portfolio manager in one of the leading Asset managment firms in Egypt. Doaa's market outlooks frequently appear in the Financial main channels (Al-Arabya and CNBC Arabia), commenting technically on the Egyptian, GCC markets. 

Also, writes a weekly market outlook in World Today (Al-Alam Alyoum), the main financial newspaper in Egypt. Doaa is a graduate from faculty of engineering, communication department 1999. In Addition, Doaa has a strong computer and IT background supported by having an IT diploma 2000 from the Information Technology Institute (ITI), with excellence and with honors, ranked highest grade among all the graduates and was honored by the minister of IT and communication at this time (Dr. Ahmed Nazeef).

Contact Us: info@qcfinance.in

Skype ID: qcfinancein

Quantitative Investment - Pre course support

The topics that we offer are:

Intro to Probability (ref CFA L2, GARP FRM)

Time Series, Logistic & Multiple Regression (ref CFA L2, GARP FRM)

VBA programming: Sorting, Error handling (Refer to programming part of our course) – Excel power programming text book

Extreme value theory (FRM 2)

Numerical programming in MATLAB (a part of our MATLAB course)

Monte Carlo: Excel models based on GBM, ARIMA, Vaisec, Jump, etc

GBM: Brownian motion calculus

VAR (FRM Part 2)

The topics that are taken from FRM are a part of our course for the exam. You can assume the sub topics to be identical to the exam syllabus.

We are working to cover all topics given for CQI: http://en.cqi.sg/courses/core-curriculum/

Links:

http://en.cqi.sg/introduction-to-quantitative-investment-201310/

http://www.numericalmethod.com/trac/numericalmethod/wiki/Trading/Literature

http://en.cqi.sg/courses/core-curriculum/risk-management/

http://en.cqi.sg/courses/core-curriculum/algorithm-design-and-analysis/

http://en.cqi.sg/courses/core-curriculum/monte-carlo-methods-and-optimization-methods/

http://en.cqi.sg/courses/core-curriculum/quantitative-equity-portfolio-management/

http://en.cqi.sg/courses/core-curriculum/statistics/

Bloomberg Terminal for BAT test Prep Online Class

Bloomberg Terminal for BAT test Prep Online Class

Bloomberg Terminal is a computer system that allows investors to access the Bloomberg data service. It provides real-time financial data, news feeds, messages along with the felicitation of trades.

Bloomberg charges around $24,000 a year for a single terminal subscription.

Bloomberg is currently the market leader in Providing financial data service with 315,000 subscribers.

Institutional investors are the typical customers of Bloomberg Terminal.

Bloomberg Terminal is compatible with the Excel program, thus becomes an important tool for those who work in financial sector.

Bloomberg also offers access to its users of the services from online & through mobile devices which is termed as "Bloomberg Anywhere" service.

Bloomberg Terminal Keyboard:

(Source: Wikipedia)

Function Keys on Bloomberg Terminal's Keyboard are substituted with market sector keys. Some of them are shown here:

1. GOVT - government securities (US treasury and non-US)
2. CORP - corporate debt
3. MTGE - mortgage securities
4. M-Mkt - money market
5. MUNI - municipal debt
6. PFD - preferred shares
7. EQUITY - equity shares
8. COMDTY - commodity markets
9. INDEX - indexes
10. CURNCY - currency markets

In our Wiziq Course on BAT, we will discuss various capabilities of Bloomberg Terminal. Some of them are as follows:

• News: Bloomberg Terminal offers real-time news updates from varied sources. One has to just type - "NEWS" in the search bar for accessing the most recent financial & non-financial news headlines from around the world.

News Feed Interface (Source: Investopedia)

• Equities: Bloomberg allows following facilities:

1. To Search by name, exchange, country, etc. of the publicly traded equity shares.
2. Equity menu allows users to view historical pricing on a stock.
3. Compare equities side by side.
4. Allowing screeners to screen for stocks using a multitude of metrics.

Along with many more functions........ 

Equity Menu (Source: Investopedia)

• Fixed Income: Bloomberg allows users to search for real-time data on fixed income securities. This includes corporate debt, municipal bonds & government bonds.
• Derivatives: Users can find real-time values for securities. Bloomberg also allows users to value hard-to-price derivatives.

Derivatives, using Historical Volatility (Source:Investopedia)

          Also, it offers Swap Manger Tool which is a highly customized Swap pricing utility which allows users to input the parameters of a swap agreement & come up with an estimate for the value of that swap.

Swap Manager Tool (Source: Investopedia)

• Foreign Exchange: Users can view real-time rates of dozens of currencies.

These are just some of the features of Bloomberg Terminal that are discussed here. More such feature are discussed on the Bloomberg Assessment Test (BAT) prep course on Wiziq.

Join our Bloomberg Aptitude Test Prep course (http://www.wiziq.com/course/7526-bloomberg-assessment-test-bat-exam-prep) & get 15% discount. Ask for discount code, e-mail:- info@qcfinance.in.

Methodology: Go to link and answer the questions below each link.

Links to check terminal images used in the classes:

http://i.investopedia.com/inv/articles/site/Bloombergadvanced1.gif

http://i.investopedia.com/inv/articles/site/Bloombergadvanced7.gif

http://bizlib247.files.wordpress.com/2012/03/commodities.gif

http://www.bu.edu/library/files/2011/05/Apple-Bloomberg-Company-Ratio1.gif

http://www.fullermoney.com/content/2011-11-03/ABD_NAV.gif

http://i.investopedia.com/inv/articles/site/Bloombergadvanced18.gif

http://www.bloomberg.com/professional/files/2012/08/Bloomberg-Charts.jpg

http://people.stern.nyu.edu/adamodar/New_Home_Page/Bloombergdescr_files/image079.png

http://www2.le.ac.uk/departments/economics/images/bloomberg/CGB0347a_edited-1.jpg

http://i.investopedia.com/inv/articles/site/Bloombergadvanced15.gif

http://i.investopedia.com/inv/articles/site/BloomBond3.gif

http://deadlyclear.files.wordpress.com/2013/02/bt-loan-located.jpg

http://2.bp.blogspot.com/_UltIXMCtoCY/TO-UJjaRGzI/AAAAAAAACr0/czCUHZL2jOU/s1600/sg2010111735569.gif.

BAT TEST PREP - BLOOMBERG TERMINAL

Uploaded by Shivgan on WizIQ Tutorials

My Course:

http://www.wiziq.com/course/7526-bloomberg-assessment-test-bat-exam-prep

One on One Customized Training:

qcfinance.in believes in personalized touch so that our clients are completely satisfied with our service. In this regard, we offer One on One Customized Training to our clients.

These Trainings are provided on request by our clients & are customized according to their individual needs.

The course structure & timings for these training are highly flexible, classes are scheduled as per the convenience of our clients.

Contact Us for More details: info@qcfinance.in.

20 hours online course on MATLAB for Financial Engineering / Quants

20 Hours Course On MATLAB For Financial Engineering @Wiziq.com

Course Link: http://www.wiziq.com/course/7225-matlab-for-financial-engineering

Link to One on One Course:

http://www.wiziq.com/course/9291-1-on-1-matlab-course

http://www.wiziq.com/course/67041-learning-elementary-matlab-one-to-one-classes

Class	Topic	Duration
1	Introduction To Programming in MATLAB	2 Hours
2	Introduction To Quant Corporate Finance	2 Hours
3	Data Handling & Visualization in MATLAB	2 Hours
4	Five MATLAB Toolboxes for Finance	2 Hours
5	Fixed Income	2 Hours
6	Financial Time Series	2 Hours
7	Distributions & VAR	2 Hours
8	Portfolio Optimization	2 Hours
9	Black Scholes & Monte Carlo	2 Hours
10	Revision	2 Hours

Course highlights:

• Useful for financial analysts, accountants & others to perform analysis.
• Requires no programming knowledge - if you use word, you can use MATLAB.
• Demo class can be registered as per convenience.
• Course consists of 35-40% live classes.
• Scheduling of doubt clearing class as per convenience.

Key points about the course:

1. Requires absolutely no knowledge of programming.
2. Highly flexible and tailored as per needs of individual.
3. Sensitization on derivative, quant, fixed income, portfolio, VAR modelling.
4. Gives introduction to all features of MATLAB in Finance.
5. Provide introduction about all Quantitative roles in Finance.
6. Helpful for passing FRM, CFA, BAT exams.
7. Prepares for Master level studies in Finance or career change.
8. Right mix of data handling, scripting, mathematical skills.
9. Helpful for technical analysis.
10. Contains right blend of learning and practice (Ratio 6:4).

Course Link:

http://www.wiziq.com/course/7225-matlab-for-financial-engineering

To know more about the platform, you can also join our free course on wizIQ:

http://www.wiziq.com/course/708-CFA-Classes-Discussions-Study-Group-for-Self-Prep

Course agenda in detail:

Class 1:

• Utility of course.
• How it takes you beyond excel.
• Comparison of MATLAB-SAS-R-Excel/VBA.

Class 2:

• Matrix, types of data.
• Types of array/matrix/data types/vector arrays etc.
• Reducing and selecting of Matrix.
• Looping for data handing in Excel.
• Movement and arrays of data.
• Data management or data cleaning or data optimization skills used in MATLAB.
• Loop for data correction like addressing blank or data types management.
• Data cleaning, data modifications, data arrays, struct, rating matrix, selection of elements from rating matrix.

Class 3:

• Array handling & how to manage Data for Quant Finance.
• Preparing Data For Final Analysis of Algorithmic Trading & VAR Computations.
• Reading Data from SQL Database & Linking the System.
• MATLAB Database Toolbox.
• Making Chart.

Class 4:

• Statistical Toolbox.
• Symbolic computation toolbox.
• Fixed income. 
• Econometrics (Monte Carlo).
• Derivatives.

Class 5:

• Financial Terms Used.
• Basics of all Terms.
• Generic Knowledge About the industry - Spreads Changing, Bank Rating Consumer, Shorting CDS, Cause & Role of Goldman or Greece Crisis.

Class 6:

• Box Cox Transformation Method.
• Ito Process.
• ARCH GARCH.
• Stochastic Volatility. 

Class 7:

Normalizing and making data relevant by Data cleaning (playing with matrix) example for financial times series.

Class 8:

• Statistical Modelling.
• VAR Modelling.
• Risk Assessment.
• FRM Level 2 Library.
• FRM Level 2 Terms in MATLAB.
• Statistics Toolbox.
• Copula.

Class 9:

• Scenario & Sensitivity Analysis.
• Portfolio Optimization.
• Asset Liability Management.
• Monte Carlo.
• Algorithmic Trading.

Class 10:

Revision Class - Thorough Review of studied areas & doubt clearing session.

Books recommended:

• MATLAB Basics and Beyond (This book has lot of graphics and data type forms).
• MATLAB Primer.

Topics for Advanced MATLAB:

• Functions overloading.
• Random generation.
• Matrix manipulation.
• Advanced indexing.
• Dimension expansion.
• User input.
• Inline functions.
• Newton Raphson.
• Call Function input.
• Call Function.
• Array Slicing.
• Mesh grids.
• Sums & cumulative products.
• Loop: manipulate/do while vs. while/switch cases, while loop, when to use which.

MATLAB CFA overlap:

• Fixed Income (80%)
• Derivatives (80%)
• Quant (100%)
• Portfolio (70%)

Youtube Videos:

References:

http://www.mathworks.in/help/techdoc/ref/struct.html

http://www.mathworks.in/help/techdoc/ref/size.html

http://www.mathworks.in/help/techdoc/ref/f16-42340.html

http://www.mathworks.in/products/matlab/demos.html?file=/products/demos/shipping/matlab/demo.html

MATLAB For Financial Engineering

Uploaded by Shivgan on WizIQ Tutorials

Links To some of the Recordings:

Introduction To MATLAB for Financial Engineering Course

http://www.wiziq.com/online-class/1014226-matlab-for-financial-engineering-2-retake-with-practical

http://www.wiziq.com/online-class/1167596-learning-matlab-portfolio-optimization-class-2

Contact Us: 

Course Teacher: Shivgan Joshi (shivgan@qcfinance.in/shivgan3@gmail.com).

Course Manager: Arpit (arpit@qcfinance.in).



ONE ON ONE CLASSES ALSO AVAILABLE ON REQUEST.

One on One Customized Training:

qcfinance.in believes in personalized touch so that our clients are completely satisfied with our service. In this regard, we offer One on One Customized Training to our clients.

These Trainings are provided on request by our clients & are customized according to their individual needs.

The course structure & timings for these training are highly flexible, classes are scheduled as per the convenience of our clients.

We have four to five teachers specialized in different areas of MATLAB, and our teachers can be reached on flexible timings. Our teachers have also recorded their videos which are uploaded on the course.

Contact Us for More details: info@qcfinance.in

Modules Under Development:

Monte Carlo methods for Equity Projections (MATLAB for Equity Research in Investment Banking), where the main focus is on revenue growth and then growing other things in a custom way. Other things that increases the complexity of models is decisions such as (what to do with extra cash: repo, dividend  debt reduction, etc). Robust environment of MATLAB with lots of predefined functions help the analysis very easy. 

http://www.mathworks.in/help/finance/portsim.html.

Step 1: Returns.
Step 2: Correlations.
Step 3: Random number.
Step 4: Running simulation.

Quantitative Game theory applications in MATLAB, where the search is for Nash Equilibrium and finding out the best strategy that work given what would happen at each path. The area is niche and involves cooperative and non cooperative games. 

MATLAB Finance for Fixed Income / Credit Risk (Analysis and Data Cleaning)/ Passive smart ETF

Financial Applications of MATLAB 

Our course on MATLAB

http://stockcreditfinancecfa.blogspot.in/2012/07/50-hours-course-in-matlab-for-finance.html

WizIQ Link

http://www.wiziq.com/course/7225-matlab-for-financial-engineering

One on One Course:
http://www.wiziq.com/course/9291-1-on-1-matlab-course

Join our MATLAB for financial engineering course (http://www.wiziq.com/course/7225-matlab-for-financial-engineering) & get 15% discount. Ask for discount code, email - info@qcfinance.in

Website- http://qcfinance.in/
YouTube Channel- http://www.youtube.com/user/shivbhaktajoshi

In this post I am going to talk about how to use MATLAB for Financial Risk Management. Also for Fixed Income in general. There is a big file of fixed income of 500 pages which MATLAB has provided.

Areas to look at in Finance to start with are:

1. For those who have not done Programming before the logical flow like For statement becomes the first Hurdle.
2. Regression using MATLAB.
3. Symbolic computations.
4. Making Chart: Polyval(c,x) to make the long elements that can be then used for making chart.
5. Different way to make different type of matrix, like equal, incremental etc.
6. Matrix division vs Element by element division.

Program 1: Consider writing a user-defined function that searches a matrix input argument for the element with the largest value and returns the indices of that element.

Book Review: MATLAB Basics and Beyond: This book has lot of graphic and graphics and data type forms the heart of stuff that are done.

Book Review: MATLAB Primer

FRM Level 2 terms in MATLAB Stat toolbox:

• Copula
• Modelling Tail Data with the Generalized Pareto Distribution.
• Modelling Data with the Generalized Extreme Value Distribution.
• Bayesian Analysis for a Logistic Regression Model.
• Weibull distribution.

Data Cleaning and management with MATLAB:

1. Playing with Array & Matrix.
2. Errors and data cleaning Excel.
3. Programs you have made on VBA.
4. Old programs in MATLAB (questions on that).
5. Movement and arrays of data.
6. Time series analysis in MATLAB.
7. Types of array / matrix / data types / vector arrays etc.
8. Reducing and selecting of Matrix.
9. Looping for data handing in Excel.
10. Reading Data from SQL Database and linking the system (advanced and out of scope), MATLAB Database toolbox.
11. Interpretation and Control.
12. Trading MATLAB and importance of Visualization.
13. Commodity trading in MATLAB.
14. SAS vs MATLAB for Intermediary display.
15. CDS MATLAB / VAR 99% VAR 1 day, this is interesting probability of default as well, bond valuation in MATLAB using some data.
16. Loops for Array.
17. CDS in MATLAB, article of Markit.
18. Query Builder SQL Array.
19. Struct http://www.mathworks.in/help/techdoc/ref/struct.html.

There was array handing, and how to manage data for Quant Finance...

Preparing data for final analysis for: Algo trading & VAR computations

Five area of MATLAB you need to master:

1. StatisticalToolbox
2. Symbolic computation toolbox
3. Fixed income
4. Econometrics (Monte Carlo)
5. Derivatives

Generic Knowledge about the industry needed:

• Data -- Inter-phasing -- Output
• Spreads changing
• Bank Rating Consumer
• Shorting CDS
• Causes and Role of Goldman on Greece Crisis

Interesting areas in MATLAB Finance where I am researching solutions are:

1. Data management or data cleaning or data optimization skills used in MATLAB.
2. Loop for data correction like addressing blank or data types management.
3. Optimizing data for time series.

Three job profiles:

1. Bond spreads, CDS, fixed income etc (M).
2. VAR, PoD, bond portfolio, companies bond, trading data and VAR for that, etc (G).
3. Data cleaning for Time series, other data cleaning and optimizations (E).

References:
http://www.mathworks.in/help/techdoc/ref/struct.html
http://www.mathworks.in/help/techdoc/ref/size.html
http://www.mathworks.in/help/techdoc/ref/f16-42340.html
http://www.mathworks.in/products/matlab/demos.html?file=/products/demos/shipping/matlab/nddemo.html

MATLAB for Finance by qcfinance.in

This article will talk about various applications in MATLAB for finance. We have taken in real time issues in the recent months and discussed how we can simulate some on them on MATLAB.

MATLAB can be learned and used for all of the following purposes:

1. Old work ppt: Reliability, HPC, simulink etc.
2. Data cleaning, data modifications, data arrays, struct, rating matrix, selection of elements from rating matrix, banks internal rating and pod computations, post that you made.
3. Matlab for game theory.
4. For fixed income Bond pricing, CDS, and other leveraged fixed income tools on MATLAB.
5. Matlab for distributions and monte carlo.
6. Data handing from sql and other parameters for MATLAB.
7. MATLAB HPC toolbox to be used for various other options.
8. Neural network in Finance.

There were few articles I found on MATLAB Credit Risk and there were many more on their website:

http://www.mathworks.in/products/finance/

Conclusion

• MATLAB Credit Risk : Credit Risk Modeling Using Excel and VBA is a good book to look out for excel based modeling which then can be taken into MATLAB (link was on the references of the above articles)
• As far as the comparison goes, R vs MATLAB, MATLAB is much easier and the only reason people do R in west is because R is free and MATLAB is very expensive.
• As per my knowledge R and SAS are not so much user friendly, although when it comes to hardcore data handling SAS is much much better. MATLAB is good for easier applications.

Quantitative Analysis & Fixed Income Research:

1. Back-testing of investment strategies.
2. Credit risk modelling using KMV approach (Merton Model), there is a tool of Moodies, and also work on Municipal bonds (question in interivews).
3. Monte-Carlo simulation.
4. Portfolio optimization and asset allocation.
5. Statistical modelling, variance-covariance modelling, value at risk modelling, regular risk reporting (hot spot reports, concentration reports), risk assessment and style analysis of money managers, term structure modelling, rich cheap analysis.
6. Mark-to-market of fixed income instruments.
7. Credit research reports covering liquidity and debt analysis (Equity based).
8. Yield and CDS spreads.

Thus looking at them can help us understand how MATLAB can help us to work on these specific areas.

Passive Smart ETF

CMO

http://www.mathworks.in/help/fininst/using-collateralized-debt-obligations-cmo-.html
http://www.mathworks.in/help/fininst/cmoschedcf.html
http://www.mathworks.in/help/fininst/mbscfamounts.html
http://www.mathworks.in/help/fininst/cmoseqcf.html
http://www.mathworks.in/help/fininst/example-collateralized-debt-obligations-cmos-.html
http://en.wikipedia.org/wiki/Collateralized_mortgage_obligation

Links to toolbox:

statistical_toolbox.pdf

econometrics_toolbox.pdf

financial_derivatives_toolbox.pdf

financial_time_series_toolbox.pdf

fixed_income_toolbox.pdf

financial_toolbox.pdf

Some Books to refer:

• Elementary Stochastic Calculus With Finance in View (Advanced Series on Statistical Science & Applied Probability, Vol 6) (Advanced Series on Statistical Science and Applied Probability).
• Financial Options: From Theory to Practice.
• Paul Wilmott on Quantitative Finance 3 Volume Set (2nd Edition).
• Monte Carlo Methodologies and Applications for Pricing and Risk Management. 
• Stochastic Calculus for Finance I: The Binomial Asset Pricing Model (Springer Finance / Springer Finance Textbooks).
• Modern Pricing of Interest-Rate Derivatives: The LIBOR Market Model and Beyond.
• The Analysis of Structured Securities: Precise Risk Measurement and Capital Allocation.
• Credit Derivatives Pricing Models: Models, Pricing and Implementation (The Wiley Finance Series).

MATLAB For Financial Engineering

Uploaded by Shivgan on WizIQ Tutorials

One on One Customized Training:

qcfinance.in believes in personalized touch so that our clients are completely satisfied with our service. In this regard, we offer One on One Customized Training to our clients.

These Training are provided on requests by our clients & are customized according to their individual needs.

The course structure & timings for these training are highly flexible, classes are scheduled as per the convenience of our clients. 

Contact Us for More details: info@qcfinance.in

MATLAB for Finance FRM CFA

CMT vs CFT / Chartered Market Technician vs Certified Financial Technician, CFT / CMT and Algorithmic Trading Course on Wiziq

Course Link - http://www.wiziq.com/course/71364-an-introduction-to-technical-analysis 

THE COURSE IS A GROUP COURSE WITH MINIMUM OF 10 LEARNERS. WITHIN ONE MONTH OF FIRST ENROLLMENT, IF THE BATCH DOESN'T GET COMPLETED WE WILL ISSUE YOU COMPLETE REFUND. 

Course Link (Currently closed, please contact us for registration) - CFT/CMT & Algorithmic Trading

Check Out This Page on our Website: http://qcfinance.in/cmt-level-1-course/

CMT-Level 1 course

Uploaded by Shivgan on WizIQ Tutorials

Introduction to Technical anlaysis

Uploaded by Shivgan on WizIQ Tutorials

Course structure:

Topic	Class duration
1	Quantitative Approach to FX and Commodity Markets	(1 hr)
2	Basic Trading Strategies	(1 hr)
3	Reversal Patterns	(1 hr)
4	Advances in Trading Markets	(1 hr)
5	VWAP/TWAP, Risk Management in Trading	(1 hr)
6	Momentum Indicators	(1 hr)
7	Effects of Interest Rates on Stock Markets	(1 hr)
8	Trading Systems and Financial Risk Management	(1 hr)
9	Interlinkages between Global Markets	(1 hr)
10	Oscillators, Relative Strengths	(1 hr)
11	Revision/Extra session	(1 hr)

Course highlights:

• Learn about Algorithmic Trading & how it impacts Technical Analysis.
• Benefits professionals who are looking for CFT/CMT certification.
• New interpretation, terminologies & basic IQ for the subject covered.
• You get instructed by a teacher who is experienced & qualified.
• You will be able to view/download PPTs & class notes.

CFT or Certified Financial Technician Certification gives an International Professional Qualification in Technical Analysis.The exam is of Two levels & is designed to test the technical skill knowledge along with the understanding of ethics & market of the examinees.

Level I - A multiple choice test with 120 questions, testing mainly the technical knowledge.

Level II - A theoretical level in which essay based questions are asked requiring extensive technical as well as real life knowledge of the finance.

CMT or Chartered Market Technician Certification is very similar to the CFT Certification, wherein candidates are required to demonstrate proficiency in Technical Analysis. Unlike CFT, CMT consists of three levels, Level 1 & 2 consists of multiple choice questions while Level 3 consists of short answer type questions.

The objectives of the CMT Program are:

To professionalize in the field of Technical Analysis.

To promote High Ethical & Professional Standards.

To guide candidates in Mastering a Professional Body of knowledge.

Clearing all three levels of CMT helps a candidate become an International Professional Technical Analyst.

The course of these two certifications are almost similar & will be covered completely in the course.

Some features of the course:

• It is a duration based course of 2 months, total of 11 hours.
• 11 Live Interactive classes on Virtual classroom, 1 hour each. Participate in the real-time discussions with the instructor.
• Mostly the class will be held on weekends.
• Review & revise with recordings of all the classes any number of times.
• Learning aids: 25 PPTs, 3 Assessment Tests, 1 (formula sheet), 25 Online tests.

Some important links & points relevant to CFT:

• http://www.taindia.org/IFTA_CFTe
• http://www.ifta.org/
• Exam Fee - Level 1: US $ 500, Level 2: US $ 800
• 2.5 Hours with 120 questions.
• Focuses on 6 broad areas.
• Medium Difficulty.
• 4 choices out of which one is correct.
• No work experience is required.
• Less online resources.

Some important links & points relevant to CMT:

• http://www.mta.org/eweb/dynamicpage.aspx?webcode=chartered-market-technician
• http://www.mta.org/
• http://www.atma-india.net/cmt-program.html
• 2 Hours, 135 Questions.
• 4 Choices, 1 correct.
• Easier exam compared to CFTe.
• Better online resource than CFTe.
• Work experience required.

Contact us:

Course Teacher: Shivgan Joshi (Shivgan@qcfinance.in, shivgan3@gmail.com).

Course Manager: Arpit (arpit@qcfinance.in, arpit2041@yahoo.com).

SOME ADDITIONAL DETAILS:

I came across them as I was looking at commodities where fundamentals are important for a long term, but for short terms technical analysis is more important. When we look at Gold, Forex, etc., then we realize the importance of technical analysis.

I will not say which one is better as both are good in different areas, rather I will talk on points that will help you to compare both the exams and understand how to use the exams to learn things and be an innovative person.

In CMT, the syllabus is referred as: Body of Knowledge which has hardcore Technical analysis work. I loved the syllabus of this exam as these things are readily applicable once a person is through with CFA and FRM exams which develops the breadth of knowledge for the exam. After reading CFA/FRM/Quant Finance this exam is something which fascinates me.

MTA seems to be bigger in terms of open source (they have a huge public library that contains free stuff) and contributions on internet if has made for new learners hence I personally like it more. CFT does not seems very attractive to me as for now, but it depends on various other factors, biggest being the syllabus that suites your requirements.

For India:

In India we have Association of Technical Analyst (TAI India) which conducts exam for Certified Technical Analyst (CTA), but I am not not sure if it given due value and respect or not. But for sure it is cost effective.

Conclusions from what I found:

• CMT community is more wide spread and more developed. Hence you will benefit more from CMT. However, keep in mind, knowledge is more important and in both case, you gain knowledge. Given the cost effectiveness and easier rules of CFTe, it also cannot be ruled out as a great preference.
• Some say that CMT holds more validity in USA while CFTe holds grip over Europe.
• CFT designation, a little lower regarded certificate in the professional world, since it has no work/sponsorship requirement. But if you have experience and money CFT would work.
• As per MTA we can do the tests and complete all 3 levels, however you can use the "CMT charter" after your name only when you have the respective 2/3 years of relevant experience. No such problems lies in CFT.
• The MTA recommends 100 hours of study for exam one, 140 hours for exam two and 160 hours for exam three. 
• CMT Passing rate is aprox. 70%, CFT not given.

http://www.mta.org/eweb/dynamicpage.aspx?webcode=chartered-market-technician

http://www.ifta.org/certifications/financial/

CMT vs. CFT Comparison

Uploaded by Shivgan on WizIQ Tutorials

Course Link- CFT/CMT & Algorithmic Trading


Other Links:
http://en.cqi.sg/introduction-to-quantitative-investment-201310/
http://www.numericalmethod.com/trac/numericalmethod/wiki/Trading/Literature
http://en.cqi.sg/courses/core-curriculum/risk-management/
http://en.cqi.sg/courses/core-curriculum/algorithm-design-and-analysis/
http://en.cqi.sg/courses/core-curriculum/monte-carlo-methods-and-optimization-methods/
http://en.cqi.sg/courses/core-curriculum/quantitative-equity-portfolio-management/
http://en.cqi.sg/courses/core-curriculum/statistics/

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