Investing Your Money The Right Way by Ng Ka Hoe
January 29, 2024Risk Management in Personal Financial Planning by Ng Ka Hoe
January 29, 2024The workshop is designed to empower participants with the skills to develop and deploy their trading strategies using free charting platforms. The workshop begins by elucidating fundamental concepts of algorithmic trading and technical analysis in the trading platforms. Participants then delve into hands-on exercises, crafting a simple trading strategy by exploring a few strategies available. The course progresses to explore and backtest various trading strategies and to set alerts for the buy and sell signals. The workshop culminates in deploying a functional trading bot on TradingView and Meta 5. By the end, participants acquire the foundational knowledge and practical skills of algo trading and applying onto their own or their clients’ portfolio. Advisors may apply algorithmic trading systems to save countless hours of manually monitoring positions and movements in the market. Instead, they can use their trading skills and knowledge to implement an automated strategy and focus more time on building personal relationships with clients
Learning Outcome
By the end of the course, participants will be able to:
- Identify fundamental concepts of algorithmic trading
- Identify buy and sell signals by creating and implementing simple trading strategies using the available strategies in free charting platforms.
- Apply practical experience in building, testing, and interpret results.
- Enhance participants service to clients by identifying the trend through algo trading
- Enhance risk management skills by integrating various algorithms, such as stop-loss orders and position limits.
Learning Outline
8.30 – 9.00am | Registration / Pre Assessment |
9 : 00 – 9.45 | Understand the Basics |
Description: | · Understanding Algorithmic Trading
· Definition and key concepts of algorithmic trading · Differentiating algorithmic trading from traditional trading methods · Exploring the role of algorithms in decision-making processes · Advantages and disadvantage of algo trading. · Show case real world examples of success stories of algo trading |
9: 00 – 10 : 30 | Navigate TradingView |
Description: | · Technical Analysis and Indicators on TradingView
· Overview of TradingView as a charting and analysis platform · Analyzing charts and technical indicators on TradingView · Introduction to TradingView’s alert system |
10.30 – 10.45 | TEA BREAK |
10 : 45 – 11.15 | Basics of Trading Strategies on TradingView |
Description: | · Introduction to the available free strategies on TradingView
· Understanding strategy logic and conditions · Hands-On Exercise: Building a Simple Trading Strategy on TradingView |
11.15- 12.00 | Apply and Test Trading Bot |
Description: | · Introduction to automating strategies on TradingView
· Exploring TradingView’s alerts · Hands-On Exercise: Setting Up a Trading Bot on TradingView · Configuring alerts and integrating with external services. · Introduction to API Integration on TradingView · Understanding API integration with external platforms for executing trades · Overview of broker integrations with TradingView |
12 : 00 – 12 : 30 | Back testing |
Description: | · Backtesting Strategies on TradingView
· Analyzing backtest results and refining strategies
|
12 : 30 – 1 : 00 | Risk Management |
Description: | · Different trading algorithms should be incorporated properly to deal with risk management parameters. Stop-loss orders and position limits are present there. These can also help to control potential losses and help traders manage their overall portfolio risk.
Q&A |
Facilitator
Pauline Yong Tung Fong
Pauline Yong Tung Fong is a CFP® (Certified Financial Planner) and a licensed financial planner with Security Commission license CMSRL and Bank Negara licensed Financial Advisor Representative (FAR). She started as a research analyst, and she is a lecturer in economics, finance and banking for 25 years. She is also the course facilitator for the Financial Planning Association Malaysia (FPAM) CPE courses since 2017. She published 5 investment and financial planning books and currently a regular writer for various magazines and newspapers. Currently, she is a regular commentator for City Plus FM radio station for stock market outlook. She received her MBA in Finance from University of Leicester, UK and her BBA (Hons) in Finance from York University, Canada. In addition, she is also a certified chartist (CFTe) in Malaysia, a member of the Society of Technical Analysis (STA) UK and had passed the CFA Certificate in ESG. Currently, Pauline holds the position of Chapter Chairperson for FPAM Johor Chapter.
- Over 25 years taught over 200 large scale corporate courses
- Accumulated over 50000+ students
- Audience: CEOs, bankers, fund managers, financial planners, university students, SME owners
- First Woman Certified Chartist (CFTe) in Malaysia (2013).
- National best-selling author for 3 books since 2006 (I love Stocks, I Love Financial Planning and I love Trading)
- Published 5 English books, and 1 Mandarin book, sold globally since 2005
- Bursa Malaysia appointed speaker 2018 – present
- FPAM appointed course facilitator since 2017
- FPAM Johor Chapter Chairperson 2021 – present
- CEO and Founder of Sigma Wealth Sdn Bhd (Alpha Academy) since 2004
- Philip Wealth Planner Top Producer 2020 – 2021
- Frequent judge and lecturer at Victoria University Australia since 2015
- Industry advisor for UTM (Robo Advisor)
- Guest speaker at Women Institute of Management Malaysia 2011-2013
- Weekly Stock Market Commentator for City Plus FM 2017 – 2020.
- Interviewed by BFM Radio, City Plus FM
- Feature writer for Smart Investor, Focus, Money Compass, Citta Bella.
- She runs her own blog as a stock commentator and investment guru since 2008, and runs her own YouTube Channel in sharing about her investment and financial planning knowledge.
Terms & Conditions
- Registration is on a first-come-first-served basis, only 30 seats are available.
- Participants need to sit in for the workshop throughout the day to receive the certificate and to fulfill the endorsement of points.
- Confirmation is subject to receipt of payment before the workshop.
- FPAM reserves the right to amend the program, speaker, date, venue, etc, without prior notice.
Frequently Asked Questions
1. How long will each physical program take?
Each physical program is the equivalent of a day’s CE Workshop training for approximately 8 hours with the morning & afternoon coffee break and lunch in between. The duration of the program excluding the break is 6 hours.
2. Can I attend only half the sessions of the training?
You will need to sit in for the session throughout the day unless you have a valid reason or a copy of proof.
3. Mode of payment?
We accept payment by credit / debit card (VISA / MasterCard / AMERICAN EXPRESS / Discover), by FPX (Affin Bank, Alliance Bank, AmBank, Bank Islam, Bank Muamalat, Bank Rakyat, BSN, CIMB Clicks, Hong Leong Bank, HSBC Bank, KFH, Maybank2E, Maybank2U, OCBC Bank, Public Bank, RHB Bank, Standard Chartered, UOB Bank).
4. How secure is shopping? Is my data protected?
Your data will be handled confidentially and encrypted with SSL (Secure-Socket-Layer) secure server software. The encrypted information of your order, your name, address, credit card, and bank details cannot be retrieved by any third party. Credit card payments will also be verified through the 3D secure procedure.
5. Who should I contact if there is any transactional issue or problem purchasing any product/service?
Kindly drop a message below with the problem statement, and we will get back to you as soon as possible.