CPE/CPD Training

Professional Systematic Stock Trading Strategy

SIDC CPE, FIMM CPD & HRDF Financial Master Class-Professional Systematic Stock Trading Strategy

1) Professional Systematic Stock Trading Strategies
2) How to be a professional stock trader

Upon completion of this course, participants will be able to:
1. Determine the key factor to be successful retail trader.
2. Interpret the successful and profitable professional trader
approaches & strategies in trading stock.
3. Apply the 5 step systematic trading process.
4. Analysis and mitigate the risk through hedge out market risk and sector risk.
5. Construct a profitable trading and investment plan

1. What we need to prepared to be successful retail traders
i) Statistic odd, ii.) Technical odd , iii) trading plan ,iv) confirmation bias, v) emotion
2. Investment/Trading Path
i.) Unconscious incompetence, ii) Conscious Incompetence, iii) Eureka moment,
iv) Conscious competence, v) unconscious competence.
3. 5 step investment and Trading strategy - Step 1 market perspective
i) Bull or bear market? ii) market perspective 1, iii) Market perspective 2
4. 5 step investment and Trading strategy – Step 2 Idea generation
i) 3 types of economic data which lagging, coincident and leading, ii) How to capitalize it to predict market direction, iii) macro view, iv) industry view.
5. 5 step investment and trading strategy – Gate keeping
i)Technical analysis, ii) Fundamental Analysis, iii) price action.
6. 5 step investment and trading strategy – Risk Management
i) Trading plan, ii) cross exposed/net exposure risk, iii) Theme limit, iv) Position limit.
7. 5 step investment and trading strategy – Self-assessment
i) Win vs Loss rate ii) Kelly criteria
8. Case study
i) Participants practice 5 systematic approaches.
9. Summary

1) HRDF Claimable under SBL Scheme
2) CPE / CPD point entitlement
a) SIDC CPE – 10 points
b) FIMM CPD – 8 points
c) AICB CPD – 8 points (only applicable for AICB’s member & subject to own application to AICB's CPD Diary based on given certificate of completion)
d) MFPC CPD – 8 hours (only applicable for MFPC’s member & subject to own application to MFPC for the CDP endorsement)
  • Pre Test
  • Professional Systematic Stock Trading I
  • Professional Systematic Stock Trading II
  • Professional Systematic Stock Trading III
  • Professional Systematic Stock Trading IV
  • Copyright & Reference
  • Post Test
  • Evaluation & Handout
Completion rules
  • All units must be completed