S3 & S7 FINRA Course + Bloomberg Terminal Training and AI for Trading

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Start date for all online courses: 2nd January 2025.
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Content:

Month 1: Foundations of Financial Markets

• Introduction to financial markets and products: stocks, bonds, derivatives
• Market structures and participants: exchanges, brokers, funds
• Overview of macroeconomics: interest rates, inflation, exchange rates
• In-depth exploration of fundamental analysis: corporate metrics and market indicators
• Introduction to risk and portfolio management
• Comparison of fundamental vs. technical analysis
• Fundamentals of modern trading strategies: momentum, arbitrage, swing trading
• Basics of risk management: position sizing, stop-loss, diversification
• Developing and testing personal trading plans

Month 2: Regulatory Requirements

• Introduction to market regulations: USA and Europe
• Basics of compliance and risk management
• Detailed study of specific regulations (FINRA - SEC)
• Practical scenarios related to compliance and regulatory frameworks
• Case studies on the application of market laws

Month 3: Tools and Technologies, Part 1

• Introduction to Bloomberg Terminals: interface and basic functions
• Data collection and analysis: price movements and historical data
• Creating initial market reports
• AI and technical chart analysis
• Introduction to AI applications in financial analysis
• Integrating AI with traditional technical chart analysis
• Practical examples: AI-driven market forecasts and signal identification

Month 4: Tools and Technologies, Part 2

• Advanced use of charting software and trading tools
• Automation: basic scripts and analysis aids
• Applying tools to individual market analyses
• AI and technical chart analysis
• Introduction to AI applications in financial analysis
• Integrating AI with traditional technical chart analysis
• Practical examples: AI-driven market forecasts and signal identification

Month 5: Personal Trading Strategy and Exam Preparation

• Developing and implementing individual trading strategies based on AI-refined parameters
• Adapting strategies to specific markets and trading segments
• Registration and scheduling for exams with the Society of Technical Analysis (London, UK) as well as Series 3 and Series 7 (USA)
• Review of course content with a focus on practical applications
• Preparation for investor meetings: creating risk management strategies and presenting opportunities and risks

Month 6: Finalisation and Review

• Recap and deep dive into all topics covered
• Cross-checking personal trading algorithms with various AI chart models
• Completion of exams for FINRA Series 3 and Series 7