Fund Manager Programme At London Stock Exchange

Highlights

  • Become A Qualified Fund Manager
  • CPD Accredited Certificate of Achievement CISI/CPD (upon successful exam completion)
  • 5 Day Intensive Programme
  • Held In London Throughout The Year
  • Learn Fundamental/Technical Analaysis From Qualified Fund & Portfolio Managers /li>
  • Taught By Expert Tutors With 30 Years Experience
  • Receive A Paid Internship*

Get CPD/CISI Accredited With This 5 Day Institutional Trader Programme At London Stock Exchange

During this one of a kind verified and accredited Equities Fund Manager Programme, you will learn how to analyse and trade Equities (Long and Short positions) and to manage a portfolio. Our programme suits those wishing to peruse careers in the financial sectors or are seeking a secondary income in prop trading, asset management, fund or asset management trading. Collectively our team has over 20 years of combined investment and trading experience, having previously held senior positions at some of the worlds leading financial institutions working under a strict risk managed and FCA authorised environment. Those who show a strong talent will have the opportunity to trade Falcon Investment Management company funds and become an FCA CF30 qualified fund manager.

CHARTERED INSTITUTE OF SECURITIES AND INVESTMENTS (CISI) INTERNATIONAL ACCREDITED

At Knightsbridge Trading Academy, our aim is to develop the trading skills of our students by equipping them with the latest strategies and technology. Our programmes will help you learn to earn from the elite traders, CISI accredited tutors, brokers and financial analysts in the industry, who have worked for some of the most prestigious financial institutions in the world. Our tutors have a combined experience of over 75 working years in the financial sector. Their mission is to improve clients’ understanding of trading and investing, along with their general understanding of financial markets.

Who Should Select This Course

This programme is aimed at students who wish to pursue a career as a fund manager on the sharemarket.

Our programmes will help you learn to earn from the elite traders, CISI accredited tutors,
brokers and financial analysts in the industry, who have worked for some of the most
prestigious financial institutions in the world. Our tutors have a combined experience
of over 75 working years in the financial sector. Their mission is to improve clients’
understanding of trading and investing, along with their general understanding of financial
markets.

Can I Do This Course Online

No. This course is held over 5 days in London.

What Do I Get When Completed

You will receive a CPD Accredited Certificate of Achievement (upon successful exam completion)

Our Fund Manager programme is accredited with CPD points, in addition a CISI accreditation will be awarded in certification form, should the candidate pass the CISI examination.

The Chartered Institute for Securities & Investment (CISI) is the leading professional body for securities, investment, wealth and financial planning professionals.

Last year more than 40,000 CISI exams were sat in 80 countries

WHAT CAN I DO AFTER THE PROGRAMME?

FUND MANAGER

What Is In The Course ?

5 Day Intensive Fund Manager Course Held In London.

Day 1


Morning
Introduction to Falcon IM /
Knightsbridge Trading Academy
(10min)
Introduction to Equities Strategies
(45 min)
- Equities investments
- Investment objective
- Active vs. passive Management
- Long/Short Strategy
- Macro environment (impact on
Equities, volatility, tail risks)
- Top-down and Bottom-up Approaches
- Short-term trading
Investment Objective (30min)
- Risk reward/ volatility
- Growth vs Value Stocks
- Hedging instruments
Fundamental Analysis (1h30)
- Key criteria
- P&L/ Balance Sheet/Cash Flow
- Revenue Growth/ Operating margins
- Total debt / Net debt
- Net Debt/EBITDA
- Free Cash Flow
- Capex/ dividends / share buyback
programmes


Afternoon
Fundamental Analysis (continued) (2h)
- Net income /EPS
- Price to Earnings ratio
- Industry characteristics and themes
- Qualitative criteria
- Accounting considerations
- Screening
Market Data (1h)
- Market cap
- Price chart
- Average daily volume
- Beta (vs Index)
- Short Interest as percentage of float

Day 2


Morning
Identify opportunities (1h)
Peers analysis
- Industry’s specific characteristics
- Examples in various sectors/industries:
oil & gas, healthcare, retail, airlines
- Profitability / Valuation / Competitive
advantage
Analysing risks
- SWOT analysis
- ADRs
Valuation (2h)
- Forecast / Analyst Estimates
- EV/EBITDA
- Price/EPS
- Price/Book
- Discounted Cash Flow valuation
method
• WACC
• Examples
• Drawbacks
- Technical Analysis/ Graph


Afternoon
Technical Analysis (1h30)
- Short-term trading
- Trend lines (support and resistance)
- Breakouts
- Moving Averages (20, 50, 200 SMA)
- Relative Strength Index (RSI)
- Fibonacci
- Stop loss – risk/reward
Investment paper (2h)
- Case study

 

 

 

 

Day 3


Morning
Short selection (1h30)
- Specific company events
- Over-valuation
- Stocks within industries laggards
- Short-term positions
- Examples
How to build an Equity Portfolio
(1h30)
- Risk management
- Diversification
- Correlation
- Leverage
- Liquidity
- Gross and Net exposures
- Stop-loss
- Stress test
- Performance (Sharpe ratio)
- Trading behaviour


Afternoon
ETFs (1h)
- Industry rotation
- Cyclical industries vs. staples industries
- Hedges
- Industry consolidation
Case study (1h)
Recap / Conclusion (30 min)
Test (1h)

 

 

 

 

 

 

 

 

Day 4


Morning
Introduction to Short Equity
Strategy (2h)
- Explanation about the strategy and the
logic behind it.
- Technical analysis
- Five Steps in Super Nova.
- Round numbers.
- Days and their meaning.


Afternoon
Trading Strategy- First Stage (2h)
- Longs in the initial phase of the
supernova
- Long templates (perking, abcd, U)
- Risk Management
- Realizations and adds (timing)
- Examples
Trading Strategy -Second Stage (2h)
- Shorts
- Short squeeze
- First Red Day
- Short patterns (parabolic short,
breaking momentum)
- Counting days T + 3
- Identification of stuff move
- Managing short transactions (goals,
taking profits)
- Risk definition
- Examples

Day 5


Morning
Research (2h)
- Explanation of the logic behind the
research method.
- Research:
• Identifying a potential stock
• Comprehensive research on the
stock, which includes:
- Reading quarterly and annual
reports.
- Reading news and identifying
whether they are true or false..
- Stock statistics.
- Checking against the company
background (employees, google
maps, SEC, company website).

Afternoon
Tools (2h55)
- Vwap
- Sympathy plays
- Level 2
- Time & sales
- Pre-market / post market - Significant
lines
- Research in the middle of a trading day
- TEST

 

Whats included: Institutional Trader Programme online

After completing your classroom based learning, you will have access to Knightsbridge
Trading Academy’s online programme which consist of 12 expertly built videos comprising
on 6 expert strategies and 6 CISI videos, mock exams, crib sheet, e-book all aids to assist
you in passing your CISI level 3 introduction to international securities and investment.

VIDEO LESSON 1: CANDLESTICK CHARTING
VIDEO LESSON 2: RISK MANAGEMENT SECTION
VIDEO LESSON 3: TRADE MANAGEMENT SECTION
VIDEO LESSON 4: MANAGING YOUR TRADING STRATEGY SECTION
VIDEO LESSON 5. HEDGE FUND STRATEGIES
VIDEO LESSON 6: COMMODITY HEDGING

 

Our online portal includes: Help desk & online support, case studies, multiple choice exams,
6 further CISI videos:
• The online portal also provides access to our global online alumni community.
• All videos have been filmed at London Stock Exchange studios and are presented by
our expert tutors.
• The online programme is held on London Stock Exchange Group servers to ensure
first class user experience

When Can I Start This Course?

This course starts at different times throughout the year. Choose a date that suits you once you have signed up.

Who Teaches This Course

Our programmes will help you learn to earn from the elite traders, brokers and financial analysts in the industry, who have worked for some of the most prestigious financial institutions in the world. Our tutors have combined experience of over 75 working years in the financial markets and are CISI accredited tutors. Their mission is to improve clients understanding of trading, investing and general understanding of financial
markets.

Knightsbridge Trading Academy in association with the London Stock Exchange
Group Academy have developed a programme designed to improve investment strategies
using fundamental and technical analysis, investment psychology, risk management, asset
allocation and how to interpret news.

How Long Does This Course Take ?

This is a 5 day course face to face with the tutors in London held at the London Stock Exchange