Course Information

  • Sessions 1 day
  • Duration 7.5 hrs
  • Level Beginner
  • Assessment NA

Venue

Kuala Lumpur: G-3A-02, Suite Pejabat Korporat, KL Gateway, No 2, Jalan kerinchi, Gerbang kernichi Lestari, 59200 Kuala Lumpur, Malaysia
Penang: Jalan Sungai Dua, 11700 Penang, Malaysia.

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Certification

  • Certificate of Completion from Tertiary Courses - Upon meeting at least 75% attendance and passing the assessment(s), participants will receive a Certificate of Completion from Tertiary Courses.

Excel for Trading and Investment

Course Code: C1298

What's This Course About

Unlock the power of Excel in the domain of trading and investment with this comprehensive training. Delve into foundational and advanced strategies including the Moving Average Crossover, Volume Weight Average Pricing (VWAP), and the Relative Strength Indicator (RSI). Complement these with a deep understanding of key metrics like Expected Return, Beta, and Volatility, setting the stage for informed and data-driven financial decisions.

Furthermore, this course illuminates the intricacies of the Capital Asset Pricing Model, a cornerstone in modern financial theory. Whether you're a budding trader or an investment professional, the integration of Excel with these critical strategies ensures a robust approach to the financial markets, optimizing your potential for success.

WSQ Funding

Full Fee 1,050.00 Before GST
GST 94.50 9% of fee
Baseline Nett 619.50 SG/PR age 21+ · 50% funded
MCES / SME Nett 409.50 SG age 40+ · 70% funded
Funding and Grant Applications

No funding is available for this course

Course Fee

MYR1,050.00

Additional Note

Please bring your own laptop for hands-on training. If you don't have laptop, we can provide spare laptop for training use.

Disclaimer: The course dates displayed on our website are tentative and subject to trainer availability. We will confirm the final date after checking with the trainer. You are also welcome to email us your preferred date at sales@tertiarycourses.com.my, and we will do our best to coordinate with the trainer's schedule.

Post-Course Support

  • We may provide consultation related to the subject matter after the course.
  • Please email your queries to sales@tertiarycourses.com.my and we will forward your queries to the subject matter experts and get back to you as soon as possible.

Cancellation & Reschedule Policy

  • We reserve the right to cancel or re-schedule the course due to unforeseen circumstances. If the course is cancelled, we will refund 100% to participants.
  • Note: the venue of the training is subject to changes due to class size and availability of the classroom. The minimum class size to start a class is 3 Pax.

Course Details

Course Details

What You'll Learn

Topic 1 Excel Primer

  • Explore Excel Interface
  • Format Cell
  • Working with Data
  • Referencing Cell
  • Filtering and Sorting Data
  • Create Charts
  • Logical Functions
  • Lookup Functions

Topic 2 Applications to Trading Strategies

  • Working with OHLCV Data
  • Understanding Adjusted Close
  • Computing Adjusted Prices
  • Computing Daily and Cumulative Returns
  • Computing Moving Averages
  • Moving Average Crossover Trading Strategy
  • Volume Weighted Average Price (VWAP) Trading Strategy
  • Relative Strength Indicator (RSI) Trading Strategy

Topic 3 Statistical Analysis on Investment

  • Probability for Single and Multiple Events
  • Conditional Probability and Bayes' Theorem
  • Expected Value
  • Mean and Standard Deviation
  • Covariance and Correlation Coefficient
  • Capital Asset Pricing Model
  • Probability Distributions
  • Linear Regression
  • Volatility and Beta
  • Hypothesis Testing

Topic 4 Time Series Modeling

  • Random Walk Model for Stock Prices
  • Monte Carlo Simulation
  • VaR and Expected Shortfall

Course Info

Promotion Code

Your will get 10% discount voucher for 2nd course onwards if you write us a Google review.

Minimum Entry Requirement

Knowledge and Skills

  • Able to operate using computer functions
  • Minimum 3 GCE ‘O’ Levels Passes including English or WPL Level 5 (Average of Reading, Listening, Speaking & Writing Scores)

Attitude

  • Positive Learning Attitude
  • Enthusiastic Learner

Experience

  • Minimum of 1 year of working experience.

Target Age Group: 18-65 years old

Minimum Software/Hardware Requirement

Software:

TBD

Hardware: Window or Mac Laptops

Job Roles

Job Roles

  • Data Analyst
  • Business Analyst
  • Financial Analyst
  • Operations Manager
  • Marketing Analyst
  • HR Metrics Specialist
  • Sales Operations Specialist
  • Report Developer
  • Project Manager
  • Management Accountant
  • Product Manager
  • Supply Chain Analyst
  • Performance Metrics Specialist
  • Market Researcher
  • Business Intelligence Coordinator

Trainers

Trainers

Dr Alvin Ang: Dr Alvin Ang is a ACTA certified trainer. Alvin Ang did his Ph.D., Masters and Bachelors from NTU, Singapore. Previously he was a Principal Consultant (Data Science) as well as an Assistant Professor. He was also 8 years SUSS adjunct lecturer. His focus and interest is in the area of real world data science. Though an operational researcher by study, his passion for practical applications outweigh his academic background. He owns a startup externally Terence Ee: Terence Ee is a ACTA certified trainr that has delivered IT training in Singapore and Myanmar. He has also facilitated faith formation courses for Christians in Singapore and Myanmar. As a trainer, his mission is to co-create insightful and actionable learning experiences with his learners.His current areas of focus include project management, information security management, quality management and office productivity applications. Terence has more than 25 years of corporate IT experience. He has held senior management roles in the public and private sectors. He holds a Master of Science in Technology Management, a Bachelor of Science in Computer and Information Sciences, a Diploma in Family Education, and the Advanced Certificate in Training and Assessment (ACTA). Part of his spare time goes towards tutoring his children in their studies (while learning a thing or two along the way). He is also imparting to them the essential skills for thriving in a digital world. Ken Hiong: Ken Hiong is a ACTA certified trainer. Ken has over 20 years of work experience in the healthcare and pharmaceutical industry, having assumed various functional and managerial roles in sales, marketing, business development, finance, business analysis and planning. With an interest and experience in scripting, Ken has worked on projects using HTML, CSS, PHP, MySQL, WordPress, MS Office, VBA, Power BI, etc. Notably, Ken is a proven expert Excel user at work who has made efficient many work processes, improved data analysis and enhanced the quality of business planning and reporting for organizations. Ken graduated with a Pharmacy degree, holds a Master of Business Administration from the National University of Singapore and a Master of Applied Finance from the University of Adelaide. An ardent advocate of lifelong learning, Ken is ACTA trained and seeks to continually upgrade his IT skills through various channels of learning and Microsoft certifications. With MS Office Master qualification, Ken looks forward to assisting individuals and corporations improve their computer skills, productivity and business outcomes. Liew Sing Loon: Liew Sing Loon is a ACTA certified trainer. Liew Sing Loon graduated from the National University of Singapore (NUS) in 1992 with a Second Upper Honors Degree in Electrical Engineering. He started his career as an Electronic Product Design Engineer for four years in a Multinational Company which sell the products worldwide. The job provided him practical knowledge in various aspects of manufacturing operations ranges from Design, Quality, Production and Procurement. He then spent fifteen years in Information Technology Sector as a Key Account Manager in selling IT solutions to Banking, Telecommunications and Government clients. The job provided him the opportunities to propose IT solutions, integrating software, hardware and services, to solve customers’ problems to achieve their strategic business objectives. He joint a German Product Test company to develop its business in providing product Safety, Immunity, Electromagnetic Compatibility (EMC) Certification test. While working in the industry, Liew Sing Loon obtained a Master of Science (MSc) in Technology Management from NUS. In the last decade, Liew Sing Loon has been Adjunct Lecturer in several Institutes of high learning, transferring his knowledge on Quantitative & Statistical Analysis, Operations, Project & Quality Management to learners ranging from Diploma, full time undergraduates and working adults.Liew Sing Loon has a Certificate of Completion in Education Psychology Course and Teaching & Learning in Higher Education Program conducted by National Institute of Education (NIE). Dwight Nuwan Fonseka: Dwight Nuwan Fonseka is a ACLP certified trainer. He have a degree in Biotechnology from NUS, Advanced diploma in Pharmaceutical management from MDIS and Masters in Education from NTU. He have 8 years experience of teaching biology at O and A levels/ IB level in international schools in Singapore and overseas.

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