Welcome to Futuretrend Financial Training

Transcription

1 Welcome to Futuretrend Financial Training Stocks Shares and Investment Training Brochure

2 Stocks Shares and Investments Training Whether you are planning on becoming a home based trader, stockbroker, vocational investor or part time trader looking to substitute or supplement your income by trading stocks our Stocks, Shares and Investment Training Course offers you the methodology, technology, skills and ability of a professional city trader. Our professional trainers coach and mentor you through the learning process so you can be comfortable to trade with the level of capital you want to invest and help you with ways to grow your portfolio over time. The course teaches you how to pick the best stocks, sectors and trend cycles along with value adding research into various other markets and spotting opportunities. 2

3 Welcome to Futuretrend Financial Training Futuretrend Financial Training provides education on investments, trading shares and commodities. We do not offer an advisory service. All information is provided on a general advice basis. This information is considered general in nature and does not take into account your personal financial situation, objectives and needs. About Us With years of experience in IT training, complemented by a wealth of experience in Financial Services, we have the knowledge and infrastructure to service our clients with efficiency. We are a training Academy with an exceptional track record in training and development. The Financial Services training staff of Futuretrend are highly skilled, and have a wealth of experience in coaching and mentoring. A prerequisite for any Futuretrend trainer is that they must practise the skills they teach. It is essential that they are able to draw from real world experiences to illustrate subject matter, thereby enabling delegates to envisage how best to apply their new skills effectively. This is based on the following ethos: Tell me and I ll forget. Teach me and I ll remember. Involve me and I ll learn. 3

4 Day 1 (First principles of investing) Five steps to establish your investment goals Your attitude to risk and reward The major asset classes Which type of manager? Your investment assessment kit Is past performance a guide to the future? Easy access deposits for emergencies Fixed income products A rising income The choice of collective equity funds Pensions and ISAs Tax efficient but may be very risky Selecting your shares Your stockbroker Buying your shares Ethical Investment When to sell How to keep your portfolio on track Do you need an adviser? Investment is often presented as a discipline that everybody has to apply the same way. Nothing could be further from the truth. The correct choice of investment products for you depends on how much money you have, what your financial commitments are, your age, your ambitions, and mostly your knowledge. Here you learn how to develop an investment strategy based on your particular circumstances. How shares are traded The role of brokers What type of broker do you want? Choosing a discretionary, advisory or execution-only broker Opening an account with a broker Placing buy/sell orders by telephone or online Normal market size The spread Contract notes Settlement The mechanics of trading shares are a vital part of an investor's education. Only by understanding what brokers do, how prices are quoted, how deals are executed, and how they are settled can you play the market to your best ability. 4

5 Day 1 continued (How the Stock Market works) Why do companies list on the Stock Exchange? Offers for sale Offers by tender, and other methods of admission The Official List AIM and OFEX Different types of share Reasons for market indices The FTSE indices Sectors Scrip issues Rights issues Convertibles Warrants Share buybacks Shareholder perks Suspension Insolvency Risk and reward The right place for your spare money? The golden rule Stock market performance and inflation Stock market performance compared to savings accounts. Specific risk Market risk Pound cost averaging - a way round risk Overseas investments - currency risks Many investors fail to appreciate that investing, like motor racing, is an activity that can be done with safety as the main priority, or performance. If you prioritise safety, don't always expect exhilarating performance. If you prioritise performance, be prepared for the odd crash. And then there's somewhere in between. The purpose of this lesson is to show how you can adapt your investing strategy to choose a point on the spectrum that suits you. 5

6 Day 2: A company life map - the rise and fall of a hot stock (Case Study) Country Bumpkin - the early days The decision to go public AIM flotation by a placing of new shares AIM flotation by an offer for sale AIM flotation by tender offer AIM flotation by introduction First day of public trading on AIM A growth strategy End of lock-in period The acquisition trail Rights issue Scrip issue Preliminary results announced Full results announced Rumours of a deal - clarifying announcement Takeover of rival - cash and shares deal Convertible loan stock Preparation for the main market Admission to the main market Share split Share buyback Director sells shares New York-led collapse of tech stocks Suspension of shares Hostile bid for Country Bumpkin Liquidation This individual case study of a firm will help students learn the evolution of IPO generation. How a firm gets floated on the stocks & shares market, from start till its end. 6

7 Day 2 continued How to read the financial pages (Student Presentation) What are the financial pages? And What to look for Business news Share prices in newspapers, on the internet and television Investment trust prices Commentary on share price movements Finding and anticipating company results Interpreting company results Takeovers and mergers Indices Sectors Directors dealings Unit trust information Government bonds, Corporate bonds Economic data - who needs it? Key economic indicators To win, you need access to the best information; you also need good judgement. The financial press can assist on both fronts. It is one of the tools in your armoury, and if you use it better than other investors, you have a chance of Interpreting company reports and accounts The five main components of a set of report and accounts What to look for in the directors' report What to look for in the P&L Earnings per share (EPS) Price earnings ratio (P/E) What to look for in the balance sheet What to look for in the cash flow statement What to look for in the auditors' report Other information sources 7

8 Using ratios to analyse companies Why bother with ratios? The P&L and the balance sheet Grouping the ratios Profit margin Return on capital employed (ROCE) Sales as a multiple of capital employed Stockturn Debt collection Payment of trade creditors Cash-to-cash cycle Gearing Interest cover Current ratio, Quick ratio (acid test) Earnings ratios, Dividend ratios Other ratios You need a reasonably enquiring mind and a positive approach to numbers. You might need to have a calculator to hand. The lesson focuses on specific ratios and does not consider the interpretation of a set of accounts generally. Day 3: Strategies, Tips, Techniques - Insight & In-depth Bear market investing Growth investing Investing in smaller companies Value investing When to sell You wouldn't wear khaki in the Caribbean, and you wouldn't wear a wetsuit in the jungle. You'd choose your clothing to suit the environment. The same is true of the financial markets. Bear markets are hostile. You must select a wardrobe that keeps you comfortable and safe. Growth investing is a particular type of approach to stock market investing. It is well-established and there are methods which have proven effective over many years. You will learn different techniques used by renowned professional and learn their reasons to invest smarter. 8

9 Day 4: Technical analysis What is technical analysis? Technical analysis compared to fundamental analysis What technical analysis is not Dow Theory Price data, Volume data Line charts, Bar charts, Volume charts, Point and figure charts, Other types of charts Trends - the basics, Simple trend lines, Making money from trend lines Trend channels Support and Resistance Breakouts Is technical analysis for you? Software for technical analysis Average share prices Moving averages, Weighted moving averages Where to plot moving averages Interpreting moving averages - the basics Classic interpretation of moving averages Combining short and long term moving averages Moving average convergence/divergence (MACD) Reversal patterns Head and shoulders top, Head and shoulders bottom Double top, Double bottom Rounding tops and bottoms Broadening formations, Wedge formations The momentum indicator, The momentum oscillator Rate of change indicator Price minus average Relative strength indicator Technical analysis is a vast subject with numerous sub-divisions. The literature is extensive, and practitioners are forever developing new theories and applications. Fortunately, 90% of the discipline is concerned with a few techniques, and it is those that this workshop explains. You learn how to draw price and volume charts for shares and how to use channels, trend lines, support & resistance points as indicators of future price movements. This lesson builds on that foundation. It covers two of the major tools of technical analysis: moving averages and reversal patterns, and it shows how they help you to anticipate price movement in the market. The course is written for people who have no previous knowledge of technical analysis. You may find it easier than you think. 9

10 Day 4 Continued Spread betting or CFD's What is spread betting? A brief history Spreads on individual equities Spreads on an index Performance spreads Other financial spreads Practical advantages - leverage Practical advantages - going short Practical advantages - hedging Practical advantages - volatile markets Practical advantages - tax Dynamics - think short term Dynamics - the size of the spread Dynamics - upside and downside Dynamics - length of bet Strategy - bet only what you can afford Strategy - cutting losses Strategy - stop losses and limited risk bets Strategy - taking profits Strategy - arbitrage Opening an account Placing a bet and managing your account Placing a bet and managing your account Regulation Some more tips Spread betting & CFD trading is a hybrid between other types of investment and pure speculation. It draws on elements from ordinary share investing, options trading, and betting, but has developed into a form of investing completely of its own. We allow you to make your own choice and go with whichever discipline you want Spread Betting or CFD. Both disciplines are quite similar students may benefit from learn both. 10

11 Contact Us Tel: Address: 81 Southbury Road Enfield, Middlesex EN1 1PJ 11