The starting point is the study, comprehension, and understanding of how the system works, its components and their interactions, and the tools for analysis that form the basis for analyzing investment strategies. This will equip them to manage and administer investment portfolios.

Unit 1: Market: Composition, Roles, and Structure Unit 2: Investment Instruments; Concept of Profitability and Opportunity; Portfolio Construction Unit 3: Technical and Fundamental Analysis: Concepts, Theories, and Tools for Portfolio Construction Unit 4: Derivatives, Futures, and Options; Hedging Operations Unit 5: Risk Planning; Investor Psychology; Risk; Analyst Ethics

This course is for anyone who wants or needs to learn more about available investment options, value financial assets, analyze risks, define investment strategies, and manage their own or others' portfolios. Prerequisites: Basic reading and writing skills in Spanish and basic math skills.

6 weeks
Workload:
54 Total Hours
Course Dates
Trading Analytics schedules the courses and publishes the dates in the website menu under the courses section

This is an online training program. Our methodology, based on collaborative e-learning, relies on: The expert knowledge, work and professional experience, and skills of our instructors to conduct proactive tutoring and collaborative e-learning. The collaborative e-learning model is based on an instructional design that theoretically and pedagogically leverages the formation of a learning community.

Students will have two evaluation instances throughout the course: the first partial in each thematic unit along with a self-evaluation instance that is included in the notes-reading material of each one, and at the end an integrative evaluation that will be of all the thematic units that we cover.

The course is entirely online and delivered remotely through our Virtual Campus:
Proactive weekly discussion forums led by the instructor. Consultations with the instructor via email or chat. Real-time online classes (using virtual platforms). Supplementary reading materials available on the campus.

The certificates we issue are not endorsed by any educational institution; they are solely based on our knowledge and are issued as proof of the student's attendance and evaluation. Our quality objectives require us to emphasize learning rather than certifications. However, some participants overvalue certification over learning.