OIEC - Technical Analysis and Investment Management Training
OIEC have created a number of training packages for the Investment, Assurance and Pensions
Industries that utilise their key members business skills, experience and technical knowledge of the
capital markets and investments.

The three key areas that the training packages cover are;

    1. Marketing within the investment and assurance business
    2. Managing an Investment Business
    3. Technical and Fundamental Analysis of the Capital Markets
Training in the Investment Industry
The investment industry (equities, bonds, commodities, foreign exchange, pensions, insurance) has
always struggled to keep a good name as peoples fortunes and in fact future security have often
been jeopardized by the actions of a few within the industry. This is even more true now that the
global economy has seen a downturn from mid 2008 making working in the investment industry even
more difficult than prior to all the bad news.

OIEC truly believes that the only way that any company to expand or even survive in the investment
industry is through comprehensive training of their staff from receptionist through to director level.
This training should include all aspects of investments and the markets as well as professional
marketing techniques that stay within the realms of industry related regulation and codes of conduct.
Following are a few of the courses that OIEC have written and run including participants from Banks,
Pension Companies, Stock Brokers, Government Departments, and private individuals.
All members of staff dealing directly or indirectly should be trained in marketing to clients. If trained as skilled marketers then
at the very least they will be able to deal with customers when they come in contact and show that the company they work for is
professional in every aspect of business.
OIEC run training programs through seminars which are between 1 and 5 days in duration and matched to the
participants/organisations requirements. Some areas the training programs cover are listed below;

  • The ever changing world of investments through globalisation and increased regulation
  • Surviving in a increasingly competitive investment environment
  • The 3 basics of all successful marketers
  • Introductions and the importance of “small talk” with prospective clients
  • Body language when dealing with clients
  • Selling the company as well as the product
  • Selling the negative as well as the positive of an investment
  • Closing the deal
  • Post sale customer relations
  • Prospecting for new clients and social networking
  • Advancing a career within and organisation through successful time management
  • Reading a basic chart
  • Basic Terminology used in the investment world
  • Basic Fundamental Market Analysis
  • Basic Technical Analysis
  • Professional conduct when marketing investments
  • Ethical practices and procedures when marketing investments
Marketing Training for the Investment Industry, Banks and Assurance Companies
If a person is employed at a senior level within an organisation that deals with investments, then their knowledge of the entire
industry and how to conduct themselves as well as manage within that industry is paramount to their company’s success;

  • The 10 basic principles of successful managers
  • Leadership in times of crisis
  • Hands on and hands of management principles
  • The ever changing world of investments through globalisation and increased regulation
  • Surviving in a increasingly competitive investment environment
  • The 3 basics of all successful marketers
  • Body language when dealing with clients and staff
  • Selling the company to your employees
  • Selling the negative as well as the positive of an investment
  • Motivating both high flyers and underachievers
  • Prospecting for new marketing staff
  • Maintaining professional development on the workplace
  • Reading a basic chart
  • Intermediate Level Terminology used in the investment world
  • Intermediate Level Fundamental Market Analysis
  • Intermediate Level Technical Analysis
  • Professional conduct when marketing investments
  • Ethical practices and procedures when marketing investments
  • Maintaining a successful business atmosphere in the office
Management Training for the Investment Industry
OIEC Strongly believes that not only company analysts but also management and all marketing staff should have at least a
educating themselves rapidly from the increased focus on news programs and Internet articles on these 2 disciplines. If a
company has all of the employees who are advising on investments trained in analysis of the capital markets then the
company will undoubtedly appear more professional and this in turn leads to a greater chance of the investment company’s
success. The training packages for both Technical and Fundamental Analysis can range from basic training of 20 hours
through to Masters degree level training that can last for a number of months. Below is a broad outline of the areas in which
we can offer training and usually fit the training package and length of time for study to the needs of the
participants/organization. It is an immensely technical and broad area of knowledge and the training is tailoured to the
capabilities and needs of participants.




  • An introduction to the history of Technical Analysis
  • Why academics disagree with it whilst the whole investment industry relies on it
  • Basics of Technical analysis
  • Trend Channels and trend lines
  • Basic chart patterns
  • The various moving averages used in TA
  • Various oscillators used in TA
  • Algorithmic and robotic trading
  • Money and risk management
  • Choosing the right market for your trading style
  • Developing your own trading CODEX
  • Introduction to Charts and the history of the stock exchange
  • Introduction to market fundamentals and their analysis
  • Introduction to trading equities/shares
  • Market and trading/traders psychology
  • Introduction to trading commodities and spot FOREX
  • Swing Count method, Trading the analysis and  Major continuation and reversal chart patterns
  • Introduction to trading futures, CFDs and options contracts
  • Mathematics for Technical Analysis
  • Dow Theory
  • Fibonacci numbers and patterns and their use on charts
  • Charting and Trading using Oscillators – Relative Strength Index, Money Flow Index, Commodity         Chanel Index,
    Accumulator/Distribution
  • Average and Directional Movement Index
  • Money and Risk Management and Multiple Instrument Trading
  • Trend Indicators – Standard Deviation, Moving Average, Bollinger Bands, Keltner Bands and Parabolic         SAR
  • Software Programming for Technical Analysis
  • Gann Theory and Indicators
  • Stochastic and MACD (H)
  • Ichumoku and Heiken Ashi
  • Elliot Wave Theory and its use
  • Local and International Financial Law



  • The rules of supply and demand
  • Basic commodities and seasonal affects
  • Retail supply and demand
  • Major economists “simple” equations to forecast price compared to supply and demand
  • Traded grains and crops and the effect of weather conditions on their supply
  • Political control and quotas affecting prices of crops for food and fuel
  • The calculation of GDP
  • Year on year and quarterly calculations
  • Raw commodities and their price fluctuation and correlation to GDP
  • Calculating real GDP
  • The influence of Central Banks on national economies
  • Consumer Credit
  • Mortgage rates
  • Business loans and finance
  • The correlation between GDP and Interest Rates
  • The influence of the Federal Reserve on the global economy
  • The United States and their global economical power and influence
  • Why their interests rates are so important to the worlds economy
  • The psychological effect of their announcements and timing of announcements
  • The growing influence of the Central European Bank on world markets     
  • The history of the Euro and EU
  • The expansion of the EU and growing political influence
  • The correlation between CEB rates and politically linked countries
  • The different translations of recession, slowing economy, zero growth and true recession
  • The correlation between consumers and recession
  • Political affect of a national or global recession
  • The Central Banks role during recession
  • Wars and conflicts triggering recession
  • Calculating growth of an economy
  • Growth vs. Inflation
  • The major causes of inflation
  • The social effect of inflation and its political and economical consequences
  • Housing prices and credit during periods of growth
  • Currency Exchange Rates
  • The fluctuation and their affect on consumers
  • Import vs. Export based economies and the correlation between exchange rates
  • The US Dollar and its worldwide influence
  • US dollar rates and their affect on GDP of specific economies
  • Payroll Announcements
  • Political Parties—Socialist, Democratic, Republican, Conservative and “Green”
  • The general principals of each Political Persuasion
  • The Economical affects of their political ideals and policies
  • The market reaction to changes of political parties
  • China and its political change and development
  • Comparing charts during major Fundamental events
  • Market crashes
  • Market Corrections
  • Market recoveries
  • Fundamental Event pricing into the market
  • Pre announcement movement
  • Upon announcement movement
  • Herd instinct and the post announcement correction to real market value  
Technical and Fundamental Analysis Training
Technical Analysis Training Subjects
Fundamental Analysis Training Subjects
Fundamental Analysis training and education is essential for any individual company wishing to get ahead in this competitive
market

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