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Excel for Trading and Investment

Course Information

  • Sessions 1 day
  • Duration 7.5 hrs
  • Level Beginner
  • Assessment NA

Venue

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Certification

  • Certificate of Completion from Tertiary Courses - Upon meeting at least 75% attendance and passing the assessment(s), participants will receive a Certificate of Completion from Tertiary Courses.

Excel for Trading and Investment

Course Code: C1298

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What's This Course About

Unlock the power of Excel in the domain of trading and investment with this comprehensive training. Delve into foundational and advanced strategies including the Moving Average Crossover, Volume Weight Average Pricing (VWAP), and the Relative Strength Indicator (RSI). Complement these with a deep understanding of key metrics like Expected Return, Beta, and Volatility, setting the stage for informed and data-driven financial decisions.

Furthermore, this course illuminates the intricacies of the Capital Asset Pricing Model, a cornerstone in modern financial theory. Whether you're a budding trader or an investment professional, the integration of Excel with these critical strategies ensures a robust approach to the financial markets, optimizing your potential for success.

WSQ Funding

Full Fee $4,200.00 Before GST
GST $378.00 9% of fee
Baseline Nett $2,478.00 SG/PR age 21+ · 50% funded
MCES / SME Nett $1,638.00 SG age 40+ · 70% funded
Funding and Grant Applications

No funding is available for this course

Course Fee

$714.00

Additional Note

Please bring your own laptop for hands-on training. If you don't have laptop, we can provide spare laptop for training use.

Post-Course Support

  • We provide free consultation related to the subject matter after the course.
  • Please email your queries to info@tertiarycourses.com.gh and we will forward your queries to the subject matter experts and get back to you as soon as possible.

Cancellation & Reschedule Policy

  • We reserve the right to cancel or re-schedule the course due to unforeseen circumstances. If the course is cancelled, we will refund 100% to participants.
  • Note: the venue of the training is subject to changes due to class size and availability of the classroom. The minimum class size to start a class is 3 Pax.

Course Details

Course Details

What You'll Learn

Topic 1 Excel Primer

  • Explore Excel Interface
  • Format Cell
  • Working with Data
  • Referencing Cell
  • Filtering and Sorting Data
  • Create Charts
  • Logical Functions
  • Lookup Functions

Topic 2 Applications to Trading Strategies

  • Working with OHLCV Data
  • Understanding Adjusted Close
  • Computing Adjusted Prices
  • Computing Daily and Cumulative Returns
  • Computing Moving Averages
  • Moving Average Crossover Trading Strategy
  • Volume Weighted Average Price (VWAP) Trading Strategy
  • Relative Strength Indicator (RSI) Trading Strategy

Topic 3 Statistical Analysis on Investment

  • Probability for Single and Multiple Events
  • Conditional Probability and Bayes' Theorem
  • Expected Value
  • Mean and Standard Deviation
  • Covariance and Correlation Coefficient
  • Capital Asset Pricing Model
  • Probability Distributions
  • Linear Regression
  • Volatility and Beta
  • Hypothesis Testing

Topic 4 Time Series Modeling

  • Random Walk Model for Stock Prices
  • Monte Carlo Simulation
  • VaR and Expected Shortfall

Course Info

Promotion Code

Your will get 10% discount voucher for 2nd course onwards if you write us a Google review.

Minimum Entry Requirement

Knowledge and Skills

  • Able to operate using computer functions
  • Minimum 3 GCE ‘O’ Levels Passes including English or WPL Level 5 (Average of Reading, Listening, Speaking & Writing Scores)

Attitude

  • Positive Learning Attitude
  • Enthusiastic Learner

Experience

  • Minimum of 1 year of working experience.

Target Age Group: 18-65 years old

Minimum Software/Hardware Requirement

Software:

TBD

Hardware: Window or Mac Laptops

Job Roles

Job Roles

  • Data Analyst
  • Business Analyst
  • Financial Analyst
  • Operations Manager
  • Marketing Analyst
  • HR Metrics Specialist
  • Sales Operations Specialist
  • Report Developer
  • Project Manager
  • Management Accountant
  • Product Manager
  • Supply Chain Analyst
  • Performance Metrics Specialist
  • Market Researcher
  • Business Intelligence Coordinator

Trainers

Trainers

Jim Gan Chiu Liang: Jim Gan Chiu Liang is a ACTA certified trainer. Jim Gan Chiu Liang obtained his Master of Technology (M.Tech Knowledge Engineering) from National University of Singapore (NUS) Institute of System Science. He is currently working as adjunct trainer at PACE (Professional Adult Continuing Education) Academy, Singapore Polytechnic. His past experience included being a chief instructor for Kumon Education. Ken Hiong: Ken Hiong is a ACTA certified trainer. Ken has over 20 years of work experience in the healthcare and pharmaceutical industry, having assumed various functional and managerial roles in sales, marketing, business development, finance, business analysis and planning. With an interest and experience in scripting, Ken has worked on projects using HTML, CSS, PHP, MySQL, WordPress, MS Office, VBA, Power BI, etc. Notably, Ken is a proven expert Excel user at work who has made efficient many work processes, improved data analysis and enhanced the quality of business planning and reporting for organizations. Ken graduated with a Pharmacy degree, holds a Master of Business Administration from the National University of Singapore and a Master of Applied Finance from the University of Adelaide. An ardent advocate of lifelong learning, Ken is ACTA trained and seeks to continually upgrade his IT skills through various channels of learning and Microsoft certifications. With MS Office Master qualification, Ken looks forward to assisting individuals and corporations improve their computer skills, productivity and business outcomes.

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