www.bhooshanshanbhag.

com

Dr. Bhooshan Shanbhag, CMT, CFTe

Training Programme in Financial Markets

There are three modules under which the teaching is done.

Module 1- Technical Analysis

Module 2- Derivatives and Derivative Strategies (Knowledge of technical analysis is essential for this
module).

Module 3- Trading Psychology and Disciplined Trading (Knowledge of technical analysis is essential
for this module).

Module 1- Technical Analysis

1. Terminology and basic understanding of markets

2. Theory and History - Basics of Modern portfolio theory, Dow theory, Fibonacci Theory,
Elliott Wave Theory, etc.
3. Market Breadth, Sentiment, Volatility, Volume
4. Types of trading systems
5. Trendlines
6. Moving averages – timeframes, types of Moving Averages, advantages and disadvantages
7. Oscillators and indicators - MACD, ROC, RSI, Stochastic, PSAR, ADX, CCI, Bollinger Bands,
8. Divergence and divergence relations
9. Types of charts
10. Candlestick charts- details, Types of candlesticks, Formations (patterns) in candlestick charts.
(about 50 different patterns to be discussed).
11. Blending technique.
12. Long term price patterns
13. Continuation patterns- Flag, Pennant, Triangle, Rectangle, Wedge, etc.
14. Reversal patterns- HNS, IHNS, Triangles, rectangle, wedge, Cup, Saucer, etc.
15. Trading in flat markets
16. Cycles in Markets
17. Relative strength
18. Risk Management- Types of risk, Value at Risk, Volatility Risk, Liquidity Risk, Diversification,
Hedging, Stops, Leverage Risk, how to manage risk
19. Day trading
20. Positional trading
21. Short term investments (based on technical analysis)
22. Long term investments (based on technical analysis)
23. Determining Targets
24. Determining Stop Losses
25. Other related topics
26. Practice on actual charts and interpretations.

Support will be provided to students (if needed) even after the course is completed.

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Module 2- Derivatives and Derivative Strategies

(Knowledge of technical analysis is essential for this module).

This module introduces you to trade high risk high returns type of derivatives. Mainly the focus will
be on stock and Index derivatives, with some exposure to commodity and currency derivatives as
well if needed by the student. However, stock derivatives have higher liquidity and hence will be
preferred in the examples. Calculation methods any way remain very much similar, whether you
trading in derivatives of stocks, commodities or currencies. Little differences in these will also be
taught.

1. What are derivatives

2. Expiry, contracts, market lots, Tenure (life) of contract
3. Stock futures
4. Index Futures
5. Stock Options
6. Index Options
7. ATM, ITM, OTM Options
8. European Type Contracts and American Type
9. Using options for hedging your portfolio
10. Calculation of Intrinsic Value and Time Value
11. Calculation of breakeven points and profit or loss in options.
12. Option Greeks
13. How to decide whether to buy options or to sell (write) options.
14. Buying and selling Deeply in the money options
15. Trading very long term options.
16. Option strategies like naked options, covered calls and covered puts, straddle, strangle, strip,
strap, collar, condor, butterfly etc.
17. Other related topics
18. Practice on actual derivatives and profiting from it.

Support will be provided to students (if needed) even after the course is completed.

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Module 3- Trading Psychology and Disciplined Trading

(Knowledge of technical analysis is essential for this module).

This module is the most important as it changes your psychology to that of a trader. It is a difficult
job as many a times we have some prejudices which have to be removed, or changed completely.
Most of the traders lose money mainly because their psychology is not matching with that of a
trader. Unless you have a professional trader’s psychology it is difficult to make money in the
markets consistently. Have you observed that you are making some money, which is being lost in
two or three trades, again to start from zero, or…more likely go into negative? If that is happening
with you, this module is absolutely essential for you.

1. What way is a trader’s psychology different from others

2. Risk Management- Types of risk, Value at Risk, Volatility Risk, Liquidity Risk, Diversification,
Hedging, Stops, Leverage Risk, how to manage risk
3. Types of investments- Stocks, Bonds, Commodities, Foreign Exchange, etc.
4. Knowing your forte (Which type of trading is the best suited for you)
5. Developing a strategy (Most important for big profits)
6. Back testing the strategy
7. Keeping records
8. Management of portfolio
9. Applying a strategy
10. Day trading
11. Positional Trading
12. Short term investments based on technical analysis
13. Long term investments based on technical analysis
14. How to increase the success rate
15. High performance trading
16. Changing the strategies as per the market needs
17. Other related topics
18. Practice on actual derivatives and profiting from it.

Support will be provided to students (if needed) even after the course is completed.

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Course Details-

1. All modules are taught online, using live lectures.

2. Only one to one interactions.
3. Notes / power-point presentations will be provided to students as applicable.

Module 1- Technical Analysis

1. Classes are held twice a week based on convenience of the teacher and the student.
2. Approximately 1.5 to 2 hours per session, twice a week (2x2) as stated earlier.
3. Faster covering also possible if needed by the student. However, this speed (2x2) suits most
of the students and permits the time needed for sufficient practice.
4. The time duration needed depends on the Student’s understanding and practice. However,
approximately it takes about 10 -12 weeks (around 40-50 hours of actual teaching plus
online support when needed plus analysis of studies done by the student, total amounting
to about 100 hours)

Module 2- Derivatives and Derivative Strategies

1. Classes are held once or twice a week based on convenience of the teacher and the student.
2. Approximately 2-3 hours per week, either in a single session or divided into two session as
needed. (2 x 2 or 3 x 1)
3. Faster covering also possible if needed by the student. However, this speed suits most of the
students and permits the time needed for sufficient practice.
4. The time duration needed depends on the Student’s understanding and practice. However,
approximately it takes about 10 weeks (around 30-40 hours of actual teaching plus analysis
of studies done by the student, total amounting to about 80 hours)

Module 3- Trading Psychology and Disciplined Trading

1. Classes are held twice a week based on convenience of the teacher and the student.
2. Approximately 2-3 hours per session, once a week. After a few weeks it would be slowed
down further so as to enable you to practice more with changed psychology.
3. Faster covering is NOT POSSIBLE. Changing your psychology to that of the trader cannot be
speeded up. It would entirely depend on you.
4. The time duration needed depends on the Student’s understanding and practice. However,
approximately it takes about 20 weeks (around 30-40 hours of actual teaching plus analysis
of the trading strategies of the student, identification of trading style that suits the most to
the student, etc. Total amounting to about 80 – 100 hours)

It is possible to cover two or three modules together, however, student’s inputs and practice is a
must for successful completion.

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Course fees

No one can judge the true value of the knowledge. However, one has to be sure that he is gaining
complete and accurate knowledge. I would regard this as more like an investment, as the knowledge
gained would repay the fees to you in multiples if applied correctly.

Module Course Fees Payment Schedule

Module 1- Technical Analysis Rs. 1,00,000/- Rs. 50,000/- before beginning,
Rs. 50,000/- after one month
Module 2- Derivatives and Rs. 60,000/- Rs. 35,000/- before beginning,
derivative strategies Rs. 25,000/- after one month
Module 3- Trading Psychology Rs. 1,00,000/- Rs. 50,000/- before beginning,
and Disciplined trading Rs. 50,000/- after one month
Modules 1 + 2 Rs. 1,50,000/- Rs. 75,000/- before beginning,
Rs. 75,000/- after one month
Modules 1 + 3 Rs. 1,75,000/- Rs. 1,00,000/- before beginning,
Rs. 75,000/- after one month
Modules 1 + 2 + 3 Rs. 2,00,000/- Rs. 1,00,000/- before beginning,
Rs. 50,000/- after one month
Rs. 50,000/- after second month.

Fees Return Policy- In case you feel you are not able to understand the teaching, report that to us,
and the entire fees paid by you will be returned, and no questions will be asked in this regards.
However, this is valid only if the request is made within three weeks from beginning of the course.
(Note: I am happy to declare that till today, not a single candidate has asked me to return the fees
after three weeks).

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