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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BOND DEALERS

Skillsfirst Level 3 Certificate in Introduction to Financial Trading (RQF) SECTION 3 – UNDERSTAND THE OPERATION OF TRADED FINANCIAL PRODUCTS BOND DEALERS

Investors can trade marketable bonds amongst themselves but usually they are traded via bond dealers who generally work in major investment houses. It is not uncommon for dealers to ‘make a market’ as it is the job of the dealer to quote prices for buyers and sellers.

The function of the dealer is to provide liquidity for bond investors, in turn allowing them to buy and sell efficiently without too much concession on price. Dealers are able to trade amongst themselves directly or anonymously via bond brokers and dealers also have bond traders located in major financial centers who are able to trade at any time the market is open.

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