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Self-Study Continuing Education Courses for Financial Professionals
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What Advisors Should Know About Technical Analysis
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Recommended CPE Credit:
CFP®: 8
Licenses:
CFP ® PACE
A Beacon Hill Course-in-a-Book® - courses based on industry books written specifically for financial advisors.
Course Description
Based on the book A Short Course in Technical Trading by Perry Kaufman. This course provides an easy-to-follow description of technical trading systems - the systematic approach to trading that is based on clear and objective rules, not emotions.
In this course, you will learn how to:
-Identify price trends and patterns objectively and apply clear rules;
-Profit from a fundamental or seasonal trend - if one exists;
Control losses using stops; -Take profits based on predefined values; -Trade profitably while maintaining diversification; -Make trading decisions that are consistent with personalized risk tolerances; -Make trading decisions that are not affected by news or opinion; -Generate profits when continuously applied over time.
Each chapter in the text contains review questions. The text also includes three trading games, giving you the opportunity to test your skill in applying the tools and techniques of technical analysis.
Course and Credit Information
Course text: A Short Course in Technical Trading by Perry Kaufman (326 pages, published 2003 by John Wiley and Sons, Inc.), Note: If you already own the book, you can buy the exam materials only: click on the course-image at the bottom of this page.
Exam and Grading: Included with course. Take the exam using the e-Exam interactive PDF form for instant online grading and certificate (can also be faxed in). See instructions included with course.
CFP® credits reported automatically.
Program delivery method: Self-study–print or download.
Program level: Overview; Course prerequisites: Basic familiarity with investments; Advance preparation: None.
Subject Codes/Fields of Study: CFP Board, NAPFA: Investments. NAPFA members: Download a course credit-by-subject chart from our Resources page.
Credit Information: CFP®,and PACE credit available in all states.
Course-sponsor number: CFP Board: 1008.
How to Order
Order online or by phone (800-588-7039)
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3. Click "Add to Cart," continue shopping or proceed to secure checkout.
Don't forget: Get 18% off when you order 3 or more courses.
Discounts and shipping/handling, if applicable, are added during checkout, just before payment.
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