Financial Markets Analysis

Students who complete this unit standard can identify the information required to take investment decisions, and are able to perform basic level fundamental and technical analyses to support investment recommendations. They will be able to:

Discuss the history and alternative approaches to analysis
Perform technical analysis as input
Perform fundamental analysis as input into the trading strategy
Apply the principles of scenario planning to fundamental analysis

$200.00

Course Content

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Module 1 – Discuss the history and alternative approaches to analysis 2 Lessons

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Module Content

0% Complete 0/2 Steps

1.1. The history and development of technical and fundamental analysis are related with examples

1.2. The alternative approaches and information required in technical and fundamental analyses are compared and the difference between them described orally and in writing with examples

Module 2 – Perform technical analysis as input 4 Lessons | 1 Quiz

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Module Content

0% Complete 0/4 Steps

2.1. Cycles and trends are identified, tracked and described with examples

2.2. Cyclic Principles

2.3. Changes in the market are predicted using charting techniques

2.4. Buy and sell signals are identified using charting techniques

Quiz 1 – US 12896

Module 3 – Perform fundamental analysis as input into the trading strategy 7 Lessons | 1 Quiz

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Module Content

0% Complete 0/7 Steps

3.1. The drivers of profit in the industry under investigation are identified and the reasons given why they can be regarded as drivers

3.2. The performance and profitability of a company is evaluated based on its financial statements

3.3. The business and financial risks of a company is evaluated based on its financial statements

3.4. The core competencies of the company are identified through research

3.5. Source of competitive advantage of a company are identified through research

3.6. Internal Leadership Role

3.7. Technology Development: Sources of Competitive Advantage

Quiz 2 – US 12896

Module 4 – Apply the principles of scenario planning to fundamental analysis 4 Lessons | 1 Quiz

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Module Content

0% Complete 0/4 Steps

4.1. Threats and opportunities in the industry are identified through research

4.2. Use of SWOT Analysis

4.3. Marketing

4.4. Regulations impacting on the industry are analysed and an indication given of their impact on the sector and on individual investors

Quiz 3 – US 12896

Financial Markets Analysis

Course Content

Related products

Basic Economic Principles

Risks within Financial Markets

Perform mathematical and statistical calculations relevant to the financial markets

Enhancing Work Practices

Identify the risk implications of trading associated within a treasury in a banking environment

Evaluate companies based on their financial statements

Structure a financial solution to meet a business banking need

National Certificate in Financial Markets

Introduction to Forex

Understanding how International Markets relate to South Africa