Equity

Equities - Part 9

Overview

This eCourse consists of three modules. Module 1 describes how equity trades are executed and demystifies some of the jargon associated with the buying and selling of equity securities.

Module 2 looks at how investors use active and passive trading strategies to achieve target returns for investors. Key active trading strategies, such as day trading, momentum trading, scalping, swing trading, and position trading, are also examined in detail.

Module 3 looks at how traders and investors trade equities based on both the technical analysis of stock prices and the analysis of underlying company fundamentals. The key tools used by technical traders, such as bar charts, line charts, candlestick charts, moving averages, Bollinger bands, and relative strength indices, as well as the process of investing based on technical analysis are examined in detail.

Objective

On completion of this course, you will be able to:
- Recognize the different types of position that equity traders and investors can take
- Identify the various participants in equity markets and the mechanics of how trades work
- Recognize how margin trading can be used to take leveraged positons and increase returns
- Recognize how active investing strategies aim to exploit stock market mispricings to earn above-market returns
- Recall how passive traders track a market index
- Recall the process of technical trading
- Identify the key tools used by technical traders
- Recognize how fundamental analysts issue trading recommendations based on company fundamentals

Content Highlight

Module 1: Equity Trading – An Introduction
Topic 1: Topic 1: Equity Positions
Topic 2 Trading Mechanics
Topic 3: Margin Trading

Module 2: Equity Trading Strategies
Topic 1: Topic 1: Active Trading
Topic 2: Passive Trading

Module 3: Equity Trading – Technical vs. Fundamental Trading
Topic 1: Technical Trading
Topic 2: Tools of Technical Analysis
Topic 3: Fundamental Trading

Administrative Details

Code
TEPEQ18002301
Venue
ePlatform
Relevant Subject
Type 1 - Dealing in securities
Type 4 - Advising on securities
Language
English
Hours
SFC:2.50, PWMA:2.50
Fees
All Member: HKD750
Non-Member: HKD1,125
Staff of Corporate Member: HKD750