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

1 of 3

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

1 of 2

LEVEL 3 – UNIT 2 FINAL ASSESSMENT

LEVEL 3 – UNIT 1 FINAL ASSESSMENT

LEVEL 3 – UNIT 3 FINAL ASSESSMENT

Previous Topic

Next Topic

BALANCE OF PAYMENTS

Skillsfirst Level 3 Certificate in Introduction to Financial Trading (RQF) SECTION 2 – UNDERSTAND THE OPERATION OF FINANCIAL MARKETS BALANCE OF PAYMENTS

The balance of payments is a record of dealings between a country and all others it has two parts:

1. Current Account = purchase and sale of goods and services which are:

i) Visible Trade – tangible goods i.e. cars, TV’s etc

ii) Invisible Trade – Intangible goods i.e. services such as insurance or banking etc…

2. Capital Account = flows of money associated with saving, investments, speculation and currency stabilization which are-

i) Short term flows – hot money

ii) Long term flows – savings and investment

The balance of payments must always balance.

Previous Topic

Back to Lesson

Next Topic