Overview

Technical analysis is an established method and skill for making objective investment and trading decisions in the financial markets. Technical analysis has been used by traders, analysts, and investors for centuries and has achieved broad acceptance among regulators and the academic community—particularly with regard to its behavioral finance aspects.

Objectives

This KJSIM Program covers all concepts appearing on the Level 2 CMT exam, featuring industry-relevant topics and treatments of technical analysis in the context of portfolio management. The KJSIM’S CMT Level 2 Prep Course is for anyone who is preparing to take the CMT Level 2 exam. This course unpacks what is in each chapter and provides you with the information that you need to know for the exam.

Learning Outcomes

Upon completion of the course the participants will be able to master CMT-Level-2 Curriculum and will be ready to appear for CMT-level -2 exam.

The course would be delivered online by CMT Chartered Holders from Across the World. The Sessions will follow the chapters in the book and for each, we will provide: Chapter Notes/ PPT, List of Important Terms/ Definitions required for the exam.  The sessions will be aided by Real- time examples/case studies from Financial Markets. Software like Bloomberg will be used to Demonstrate Examples.

Who may attend?

• Aspiring CMT-Level-2 Candidates
• Portfolio Managers
• Technical Analyst
• Working Executives in Financial Markets
• Investors
• Traders
• Dealers
• Relationship Managers
• Stock Market Beginners
• Students

Content of the Programme

Module 1: Chart Development and Analysis

• Charts: Understanding Data Intervals
• Additional Charting Methods
• Moving Averages
• Time-Based Trend Calculations
• Trend Systems (Part 1)
• Trend Systems (Part 2)
• Momentum and Oscillators
• Price Trends and Volume
• Volume and Breadth
• Bar Chart Patterns
• Short Term Patterns
• Single Candle Lines
• Multiple- Candle Patterns
• Candle Pattern Forecasting and Trading Techniques
• Concepts in Cycle Theory
• Applied Cycle Analysis

Module 2: MEASURING VOLATILITY IN TODAY'S FINANCIAL MARKETS

• Options
• Understanding Implied Volatility
• About the VIX Index

Module 3: TOPICS IN BEHAVIORAL FINANCE

• Prospect Theory
• Perception Biases
• Inertial Effects
• Analyzing Sentiment in the Stock Market
• Analyzing Sentiment in Derivatives Markets

Module 4: STATISTICAL APPLICATIONS FOR TECHNICAL ANALYSTS

• Inferential Statistics
• Correlation
• Regression
• Regression Analysis

Module 5: TECHNICAL METHODS AND MARKET SELECTION

• Selection of Markets and Issues: Trading and Investing
• Intermarket Analysis
• Relative Strength Strategies for Investing
• A Stock Market Model
• A Simple Model for Bonds
• Perspectives on Active and Passive Money Management

Module 6: DESIGNING AND TESTING TECHNICAL TRADING SYSTEMS

• The Statistics of Backtesting
• The Scientific Method and Technical Analysis
• Theories of Nonrandom Price Motion
• Case Study of Rule Data Mining for the S&P 500
• System Design and Testing

Programme Director

Dr. Hitesh Punjabi ( CMT)

Dr. Hitesh Punjabi is a Professor with Department of Finance, K J Somaiya Institute of Management, Mumbai. He is MBA (Finance), B.E(Chemical), CMT (Chartered Market Technician), Alumina of IIM Indore.

He has more than 15+ years of experience in Industry and Management education. Earlier he was associated with leading corporations likes Anand Rathi Securities, Religare Securities, HSBCInvest Direct Securities, East India Securities, ARJ Securities in the field of Equity Research and with Chetana’s Institute of Management & Research.

He has also conducted Faculty Development Programs (FDPs) and Management Development Programs (MDPs) on a variety of topics for reputed organizations. He has chaired many research conferences, workshops and seminars. Mr. Hitesh has contributed articles and has published research papers in national and international publications. He is Mentor for Atal Incubation Centre supported by NITI-AAYOG.

He has been a Visiting Faculty for Finance at various institutes of Mgmt. since 2003. His areas of expertise are Financial Markets, Security Analysis & Portfolio Management, Equity Research- Fundamental Analysis, Technical Analysis, Mutual Funds, Behavioral Finance and Algorithm Trading, Financial Analytics.