The Complete Stock Market Investing Course

Do you want a comprehensive, hands-on, step-by-step guide to investing in the stock market? Attend The Complete Stock Market Investing Course, covering all the details of fundamental and technical analyses taught by two top stock market experts Prof. Gavin Lee, CFA® and Ricky So, RFP®.

In this four-week course, you will not learn from lectures but you will actually build your own stock portfolio as you analyze, select, buy, and set up your trade. You will be using the tools that investors use, plus soon-to-be-launched stock tools, to evaluate stocks using both fundamental and technical analyses.

Stop relying on hot stock tips and rumors on online forums and Facebook groups and start thinking and analyzing on your own! Become a better educated, well-trained, and more confident stock market investor.

What You Will Learn

Session 1: Performing Fundamental Analysis

A. Introduction to Fundamental Analysis

Better investing with fundamentals
Relying on the basic info the pros use
Where to find fundamental data
Understanding basic accounting and math
Getting in sync with the fundamental calendar

B. Analyzing a Company’s Profitability Using the Income Statement

Digging deep into the income statement
Taking in the top line – revenue
Calculating profit margin
Comparing a company’s profit to expectations

C. Measuring A Company’s Staying Power With the Balance Sheet

Familiarizing yourself with the balance sheet
Understanding the parts of the balance sheet
Analyzing the balance sheet
The danger of dilution

D. Tracking Cash with the Statement of Cash Flows

Looking at the cash flow statement as a fundamental analyst
How investors may be fooled by earnings, not cash flow
Understanding the fundamentals of free cash flow

E. Using Financial Ratios to Pinpoint Investments

Which financial ratios you should know and how to use them
Getting familiar with the Price-to-Earnings Ratio
The PEG

F. Mining the Proxy Statement for Investment Clues

Assignment: Analyze 3-5 Companies

Session 2: Making Money from Fundamental Analysis

Presentation of Assignment

A. Looking for Fundamental Reasons to Buy or Sell

Looking for buy signals from the fundamentals
Knowing when to bail out of a stock
What dividends can tell you about buying or selling a stock

B. Finding a Right Price for a Stock Using Discounted Cash Flow

How minding intrinsic value can help you
Performing a discounted cash flow analysis
Making the discounted cash flow analysis work for you

C. Using the Annual Report to See What a Company Is Worth

Familiarizing yourself with the annual report
How to tackle a massive annual report
Examining what the auditor’s opinion means for investors

D. Analyzing a Company’s Public Comments and Statements

Using analyst conference calls as a source of fundamental information
Getting in tune with fundamental information with media
Knowing when to pay attention at shareholders meetings

E. Gleaning from the Fundamental Analysis Done by Others

Reading analysts’ reports for fundamental analysis clues

F. Performing “Top Down” Fundamental Analysis

Monitoring the economy
Analyzing the key measures of the economy’s health
Using leading economic indicators

Assignment: Select 3-5 Stocks to Buy

Session 3: Getting Started With Technical Analysis

Presentation of Assignment

A. Uncovering the Essence of Market Movement

Identifying crowd behavior
Figuring out what’s normal
Identifying crowd extremes
Tracking volume
Sampling information about sentiment
Using calendar effects
Searching for historic key reversals

B. The Art of Trading

Classifying indicators
Examining how indicators work
Establishing benchmark levels
Choosing indicators

C. Managing the Trade

Building trading rules
Controlling losses
The stop-loss order
Adjusting positions

D. Reading Basic Bars: How to Pounce on Opportunities

Building basic charts
Using bars to identify trends
Zooming in and out

E. Reading Special Bar Combinations: Small Patterns

Finding clues to trader sentiment
Understanding spikes
Grasping gaps
Using the trading range to deal with change effectively

F. Redrawing the Price Bar: Japanese Candlesticks

Anatomy of a candlestick
Sizing up emotions
Turning to reversal patterns
Continuation patterns
Combining candlesticks with other indicators

Assignment: Using Charts to Analyze 3-5 Stocks

Session 4: Trading Strategies

Presentation of Assignment

A. Seeing Patterns

Introducing patterns
Continuation patterns
Classic reversal patterns
The measured move

B. Drawing Trendlines

Looking closely at a price chart
Forming an impression of trends
Creating rule-based trendlines
Drawing internal trendlines

C. Transforming Channels into Forecasts

Channel-drawing basics
Using channels to make profit and avoid loss
Dealing with breakouts
Riding the regression range
Pivot point support and resistance

D. Using Dynamic Lines

The simple moving average
Adjusting the moving averaging
Multiple moving average
Moving average convergence-divergence

E. Measuring Momentum

Exploring the concept of momentum
Pondering the trickier aspects of momentum
Applying momentum
Relative Strength Index
Using the rest of the price bar – the scholastic oscillator

F. Estimating Volatility

How volatility arises
Embracing volatility
Measuring volatility
Applying volatility measures – Bollinger bands

G. Ignoring Time: Point-and-Figure Charting

Visualizing what’s important
Applying patterns
Projecting prices after a breakout

H. Combining Techniques

Reviewing the two classics
Introducing complexity
Calculating positive expectancy technically
Efficient entries and ruthless exits – setup

I. Developing a Trading Plan

Trading styles
Day trading
Range trading
Buying on breakouts
Swing trading
Position trading
Other trading setups
Testing your trading plan

J. Should You Build a Trading System

Defining a trading system
Why mechanical systems fail
Following big-picture rules
Buying a trading system

Who Will Train You

Ricky So, CIS, RFP®

Ricky So, CIS, RFP® has 25 years of experience in the financial services industry. He is currently an Independent Financial Adviser at Rampver Strategic Advisors. He is also Chief Knowledge Officer on Investment Planning of Wealth Management Center for Communications and Research Inc.

Prior to this, he held various positions at Philam Asset Management, Inc., the last of which was SAVP, Head of Training. Ricky was a Portfolio Manager at Queensland Tokyo Commodities, Areas Sales Supervisor at CIGNA Worldwide, Sales Department Head at Imperial Commodities, and an Account Executive at Onapal Philippine Commodities.

Ricky has been exposed to the international market since the early 90’s on futures and forex. He started learning about the US stock market in early 2000, and has been investing in US stocks from 2008 to the present.

Ricky is very active in the financial services community, using his expertise in training financial professionals. Most recently, he is a Lecturer on Managing Equity Portfolio for the Chartered Wealth Manager (CWM®) Program, Training Faculty for RFP Philippines, Portfolio Management Lecturer for AIM-EXCELL Strategic Investmet Management Program, Stock Market & Technical Analysis Lecturer of Global Investor’s Center Philippines, Founder and Facilitator of PAMI Investment Clubs, Lecturer at the Investment Company Representative Certification Seminar.

Prof. Gavin Cheng Lee, CPA, CIA, MSF, CFA

Prof. Gavin Cheng Lee, CPA, CIA, MSF, CFA is the Vice-President for Academic Relations and Program Director of the Chartered Financial Analyst Society of the Philippines, Inc.

He is an Assistant Professor at Department of Accounting and Finance of the University of the Philippines. where he teaches on Fundamental Accounting, Advanced Accounting, Management Accounting, Auditing Theory, Financial Derivatives, Corporate Finance, Macroeconomics, and Financial Risk Management.

Gavin is a Certified Public Accountant (CPA), Certified Internal Auditor (CIA), and a Chartered Financial Analyst (CFA).

He has a Master of Science in Finance degree and a Bachelor of Science in Business Administration and Accountancy degree, both at the University of the Philippines-Diliman.