Investment Trading Strategy Course

This comprehensive class, led by expert Maoli Chang, provides a foundational understanding of trading and investment principles, equipping you with the skills to confidently navigate the financial markets.
The course is designed for those seeking to enhance their investment acumen, regardless of their current experience level.

Course Agenda Highlights

Investment Objectives - Defining your financial goals and aligning your strategy accordingly.

Market Analysis - Understanding macro market conditions, key sectors, and sentiment indicators such as the VIX and put/call ratio.

Understanding macro market conditions, key sectors, and sentiment indicators such as the VIX and put/call ratio.

Stock Selection & Portfolio Management -  Screening for promising stocks, building diversified portfolios, and implementing effective entry and exit strategies.

Chart Patterns - Identifying and interpreting various chart patterns (e.g., cup and handle, head and shoulders, triangles) to predict price movements.

Indicators & Studies - Utilizing technical indicators (e.g., RSI, MACD) and studies to enhance your trading decisions.

Candlestick Analysis:- Deciphering candlestick patterns to confirm trends and gauge market sentiment.

Risk Management -  Implementing risk management techniques to safeguard your capital and minimize potential losses.

Resources & Tools

You'll gain access to valuable resources and tools, including information on various brokerages (Fidelity, Charles Schwab, moomoo), financial news sources (MSNBC, Yahoo Finance), and educational materials such as the Investor's Business Daily.

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Why This Class is Different

In this "Trading, Investment Strategy & Operations" class, you'll learn directly from Dr. Chang. His real-world expertise, coupled with his academic background and his passion for trading, provides a unique opportunity to gain a truly insightful and effective understanding of the financial markets. You'll gain not only theoretical knowledge but also practical strategies honed over decades of experience, enabling you to make informed, confident investment decisions. Enroll now and embark on your journey toward financial success.

After class, you will be able to

  • Understand investment and trading fundamentals

  • Utilize the Thinkorswim platform effectively

  • Trade with confidence using structured setups.

  • Interpret basic technical indicators and studies
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What you'll learn

  • Fundamentals

    Gain a solid grasp of core investment and trading concepts.

  • Thinkorswim Platform

    Become proficient in using the popular Thinkorswim platform for trading and analysis.

  • Technical Analysis

    Master essential technical indicators and studies to interpret market trends and identify trading opportunities.

  • Structured Trading

    Learn to employ structured trading strategies and setups, bolstering your confidence and minimizing risk.

  • Future Learning

    Develop a strong foundation to pursue further advanced learning in trading and investment.

Meet Maoli Chang, Ph.D. – Your Instructor

Before we delve into the details of the "Trading,Investment Strategy & Operations" class, let's introduce the driving force behind this transformative learning experience: Dr. Maoli Chang.

Dr. Chang brings over 30 years of distinguished experience in banking and consulting, coupled with a proven track record of success in driving company growth through AI-powered strategies and operations. His career trajectory is a testament to his expertise and leadership: He's held multiple executive positions, including Head of Fraud Prevention at JPMorgan Chase, Chief Marketing Officer at Wells Fargo's credit card division, and Chief Risk Officer at Provident Bank.

Beyond his impressive corporate career, Dr. Chang has spent the last 12 years as a key player at leading consulting firms like Deloitte and Accenture. His initiatives in digital transformation and AI/ML have generated over $200 million in sales across various industries, showcasing his ability to empower organizations to leverage cutting-edge technology for significant growth and efficiency improvements.

His expertise extends beyond technology and consulting; Dr. Chang possesses a deep passion for trading and investment, honed over 20 years. His disciplined and structured approach to trading consistently outperforms industry benchmarks, a testament to the practical insights he'll share in this class.

Dr. Chang's academic credentials are equally impressive: He holds a Ph.D. and an M.S. in Mathematics from the University of Connecticut and a B.S. in Mathematics from Beijing University. This strong mathematical foundation underpins his analytical prowess and contributes to his unique approach to understanding and navigating the complexities of the financial markets.