Stock Exchanges Essentials - A Practical Guide for Private Investors

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This course is designed for beginners who want to understand financial markets in a clear, systematic, and practical way.

The program is divided into two parts.

PART I – Foundations

Participants will learn:

• How shares, ETFs, bonds, and derivatives function
• The fundamentals of valuation and company analysis
• Core investment strategies for private investors

PART II – Technical Analysis and Risk Discipline

Participants will learn:

• Key technical analysis tools and chart patterns
• Volatility concepts and market regimes
• Essential risk management principles, including position sizing and stop logic

Each concept is illustrated through practical, real-world examples using live market data and professional charting tools such as TradingView.

The objective is not speculation, but structured decision-making and capital protection.

No prior experience is required.

Separate enrolment and payment for each part are possible.

The course is designed for private investors and aspiring traders. It delivers market essentials in a concise, practical, and professional format.

Core concepts in both fundamental and technical analysis are explained clearly and accessibly, supported by practical examples and visual aids where helpful. The content enables participants to engage in financial markets more safely and systematically, minimize avoidable losses, and pursue consistent results with stronger conviction.

A dedicated chapter on risk management provides the foundation most retail investors lack. It covers position sizing, stop-loss logic, portfolio diversification, reward–risk evaluation, trade selection discipline, and other key measures that protect capital and strengthen long-term performance.

1 Financial Markets: Main Products for Private Investors

1.1 Shares, ETFs, Indices, Commodities, Crypto Assets
1.2 Bonds, Options, Warrants, Futures, CFDs, Structured Notes

2 Core Investment Strategies for Private Investors

2.1 Long-Term Strategies (Low Risk, Passive)
2.2 Medium-Term Strategies (Moderate Risk, Active)
2.3 Short-Term Strategies (High Risk, Requires Experience)
2.4 Risk Management: Protecting Capital
2.5 Professional Platforms for Market Data and Investment Research
2.6 Crucial Success Factors
2.7 Conclusion: Matching Strategy to Investor Profile

3 Fundamental Analysis

3.1 Valuation
3.1.1 Earnings Per Share – Profitability
3.1.2 Price/Earnings Ratio – Valuation
3.1.3 Price/Book Ratio – Asset Valuation
3.1.4 Price/Earnings-to-Growth – Growth-Adjusted Valuation
3.1.5 Price/Sales – Valuation Adapted to Sales
3.1.6 Discounted Cash Flow – Intrinsic Valuation
3.2 Sales and EPS Growth – Growth Performance
3.3 Profitability and Efficiency Metrics
3.3.1 Gross Profit Margin – Production Efficiency
3.3.2 Operating Profit Margin – Operating Efficiency
3.3.3 Return on Assets – Asset Efficiency
3.3.4 Return on Equity – Shareholder Profitability
3.3.5 Return on Invested Capital – Efficiency in Using Capital
3.4 Financial Health Metrics
3.4.1 Current Ratio – Short-Term Financial Health
3.4.2 Quick Ratio – Short-Term Liquidity
3.4.3 Total Debt / Total Capital – Long-Term Risk
3.4.4 Net Debt / EBITDA – Credit Risk
3.5 Risk and Market Sensitivity Metrics
3.5.1 Conditional Value at Risk – Tail Shortfall Risk
3.5.2 Correlation – Market Dependency
3.5.3 Beta – Market Volatility Sensitivity
3.6 Other Metrics Used on Trading Platforms
3.7 Business, Market, and Stock Cycles
3.7.1 Business Cycles
3.7.2 Market and Stock Cycles
3.8 Fundamental Analysis: Quick Checklist
3.9 Fundamental Analysis: Nemetschek SE, Nov 2025

4 Technical Analysis

4.1 Key Principles of Technical Analysis
4.2 Charts and Price Patterns
4.2.1 Head and Shoulders
4.2.2 Double Top and Double Bottom
4.2.3 Triangles
4.3 Technical Indicators
4.3.1 Simple Moving Averages (SMA)
4.3.2 Exponential Moving Averages (EMA)
4.3.3 Moving Average Convergence Divergence (MACD)
4.3.4 Relative Strength Index (RSI)
4.3.5 Stochastic Oscillator (Stoch)
4.3.6 Bollinger Bands (BB)
4.3.7 Volume & Volume-Based Confirmation
4.3.8 Support & Resistance Levels
4.3.9 Average True Range (ATR)
4.3.10 Historical Volatility (HV)
4.3.11 Volatility Regime Filters

5 Trading Risk Management

5.1 Strategic Allocation – An Example Portfolio
5.2 Bubble Signals – Early Warning Indicators
5.3 Position Sizing and Volatility Adjustment
5.3.1 Position Risk
5.3.2 Portfolio Risk
5.3.3 Correlation-Aware Aggregation and Cluster Cap
5.3.4 Fixed Trade-Risk Sizing and Volatility-Adjusted Sizing
5.4 Stop-Loss Discipline and Structural Invalidation
5.4.1 Stop-Loss Placement and Position Sizing
5.4.2 Trailing Stop
5.5 Reward-Risk and Trade Selection
5.5.1 Reward-Risk Ratio
5.5.2 Trade Selection Discipline
5.6 Maximum Drawdown Limits – Position and Portfolio
5.7 Diversification across Sectors and Volatility Clusters
5.8 Position Caps, Bucket Caps, Rebalancing Rules
5.9 Event-Driven Risk Management
5.10 Continuous Improvement and System Audit
5.10.1 Trade Journaling and Metrics
5.10.2 Psychological Discipline and System Integrity
5.10.3 Post-Event Validation

Effective training begins with the ability to set aside one’s own expertise. This requires self-awareness, active reflection on one’s explanations, and a deliberate effort to present concepts clearly and concisely without assuming prior knowlegde.

No formal evaluation – self-assessment encouraged.

Participants receive a certificate of completion from Your Science, a ministerially authorized training provider, confirming their participation in comprehensive training on financial markets, investment analysis, and risk management.

The training is delivered via Microsoft Teams webinars, requiring no software installation for participants. Each session combines clear, instructor-guided learning with practical demonstrations. We provide personalized support: participants may submit questions by email and receive responses via email or phone.

The fee for Part I is €199 and for Part II €299. Participants enrolling in both parts benefit from a promotional combined price of €399.

The next session will be scheduled in consultation with registered participants once a minimum of 5 enrolments has been reached.

Registration is available via our website