Skillsfirst Level 3 Certificate in Introduction to Financial Trading (RQF) - UNIT 2: Principles of Financial Planning and Cash Flow in Financial Trading

SECTION 1 – UNDERSTANDING FINANCIAL MANAGEMENT IN FINANCIAL TRADING

6 Topics

INTRODUCTION

TRADING ACCOUNT

SECTION 2 – FINANCIAL TARGETS IN FINANCIAL TRADING

8 Topics

INTRODUCTION

SELF EMPLOYED TRADERS & DAY TRADERS

STOPPING OUT FOR THE DAY

FINANCIAL INSTITUTIONS

INVESTMENT PERFORMANCE & RISK

EXCESS RETURN

SHARPE RATIO

THE JENSON MEASURE

SECTION 3 – BUSINESS TAX AND VAT ON FINANCIAL TRADING

4 Topics

INTRODUCTION

STAMP DUTY

FINANCIAL TRANSACTION TAX (FTT)

FINANCIAL TRANSACTION TAX TYPES

Skillsfirst Level 3 Certificate in Introduction to Financial Trading (RQF) - UNIT 3: Understanding financial trading techniques

SECTION 1 – UNDERSTANDING HOW TO ANALYSE THE MARKET AND TRADING PATTERNS

50 Topics

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SECTION 2 – UNDERSTAND HOW TO TRADE FINANCIAL PRODUCTS

40 Topics

TYPES OF SPREADS – CALENDAR SPREADS

TYPES OF SPREADS – INTERCOMMODITY SPREADS

TYPES OF SPREADS – INTRA-COMMODITY SPREAD

TYPES OF SPREADS – BUTTERFLY SPREADS

FUTURES BUTTERFLY SPREAD EXAMPLE

ECONOMIC INDICATORS KEY TO TRADING

READING ECONOMIC INDICATORS INTRODUCTION

WHICH INDICATORS MATTER MOST?

RELEVANCE, TIMELINESS AND RELIABILITY

BUSINESS CYCLE PHASE

STRUCTURAL CHANGE AND POLICY REACTION

A NOTE ON SEASONAL ADJUSTMENT

ECONOMIC ACTIVITY INDICATORS – HOW DO THEY TALLY?

GDP – THE CORE CONCEPT

SEVERAL FACES TO THE SAME COIN

EXPENDITURE SIDE IN THE US, BUT OUTPUT SIDE IN EUROPE

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LEVEL 3 – UNIT 2 FINAL ASSESSMENT

LEVEL 3 – UNIT 1 FINAL ASSESSMENT

LEVEL 3 – UNIT 3 FINAL ASSESSMENT

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UNDERSTANDING THE ROLE OF A FINANCIAL TRADER

Skillsfirst Level 3 Certificate in Introduction to Financial Trading (RQF) SECTION 1 – PRINCIPLES OF FINANCIAL TRADING UNDERSTANDING THE ROLE OF A FINANCIAL TRADER

A trader can be an entity or individual who participates in financial markets by way of buying or selling instruments in stocks, commodities, bonds, foreign exchange, or derivatives. There are many more markets but these are the most commonly traded. A trader uses the financial markets for various reasons such as speculation, arbitrage, hedging or as an agent (a broker for example). We will explain the various markets later in the course but for now let’s concentrate on understanding the roles of a trader.

Firstly, in finance language or in the news you will hear the words investors and traders but it’s important to understand that these are two very different terms when used in financial trading. Both may have interaction in the market place but they are fundamentally two different activities yet they both play an important role in financial market operations. So what is the difference?

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