Excel for Trading and Investment

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

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

• 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

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.