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Subject overview

This subject has been discontinued; it will not be available for enrolment after Study Period 5, 2023.

This subject introduces the key concepts in technical analysis and explores techniques for the construction, interpretation and application of charts to a variety of markets. This includes firstly a discussion of theories relevant to technical analysis, then moves into long and short term bar-chart analysis, non-price data analysis, chart patterns, and finishing with an exploration of types and uses of indicators. Practical examples of each concept and approach are given, which students then later apply via conducting an analysis of a series of real-world company share charts, and then provision of a recommendation based on this analysis.

This subject contributes to the investment analysis major.

For more information, please refer to the subject outline here.

Subject information

Learning Outcomes

On successful completion of this subject, individuals should be able to:

  • Examine the discipline of technical analysis.
  • Explain the key principles of Dow Theory.
  • Apply the important tools and concepts of technical analysis within price trends and turning points.
  • Examine non-price data indicators of investor participation and attitude to trend strength and price movements.
  • Apply chart patterns, trading volumes and price objectives within price trends.
  • Apply the common indicators used in technical analysis to add value to basic chart analysis.
  • Formulate trading strategies.

 

Subject Content

TopicTitle
Topic 1Introduction to technical analysis and trading strategies, and Dow Theory
Topic 2Short-term bar chart analysis
Topic 3Long-term bar chart analysis
Topic 4Non-price data analysis
Topic 5Chart patterns
Topic 6Introduction to indicators
Topic 7Trend following indicators
Topic 8Momentum indicators
Topic 9Other trend and momentum indicators
Topic 10Formulating trading strategies

 

Reading list

There is no prescribed text for this subject.

Individuals are provided with key readings and access to Kaplan’s online databases. Individuals are encouraged to research and read widely on the topic.

Reading list

Assessments

Assessment TypeAssessedWeighting
TaskWeek 420%
Assignment 1Week 740%
Assignment 2Week 1240%

Previous study requirements

Prerequisites

There are no prerequisites for this subject. However, please review ‘Assumed knowledge’ to understand the prior knowledge Kaplan Professional advises you should hold before enrolling in this subject.

Assumed knowledge

While there are no prerequisites for this subject, Kaplan Professional assumes that individuals have completed FIN201 Quantitative Applications in Finance or understand the content covered in this subject, prior to undertaking FIN231 Technical Analysis.

Course transition subject equivalence

Individuals may not be required to complete this subject if they have transitioned from a SIA/Finsia/Kaplan Professional course and have completed the following subjects:

  • E114 Technical Analysis

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