Workshop: Technical Analysis for A Fundamental Workflow – In Partnership with CMT Association | Mumbai

In today’s dynamic financial landscape, professionals need a blend of technical and fundamental insights to navigate complex markets. This event, a collaboration between the CMT Association and CFA Society, will help CFA candidates and charterholders integrate Technical Analysis (TA) into their fundamental workflows. While fundamental analysis assesses a company’s intrinsic value, TA offers critical insights into timing and market sentiment, helping professionals identify optimal entry and exit points. By combining both approaches, analysts can gain a comprehensive perspective, enhancing portfolio management and adapting to fast-paced markets.

Key Topics

Bridging the Gap – Technical Analysis for a Fundamental Workflow

Attendees will learn how Technical Analysis (TA) can enhance fundamental analysis by adding crucial timing and sentiment insights. Through examples—like using support levels for optimal entry points, momentum indicators for earnings cycles, and sentiment tools around economic events—participants will see how TA can improve buy-sell decisions, confirm trends, and identify overbought or oversold conditions. This session highlights how blending TA with fundamentals creates a more effective strategy in today’s complex markets.

Behavioural Psychology

Explore how Behavioural Psychology, paired with Technical Analysis (TA), helps understand market reactions driven by emotions like fear, greed, and herd mentality. By using TA tools—such as volume analysis, moving averages, and sentiment indicators—participants will learn to detect price overreactions to news, capitalize on herd-driven volatility, and recognize when emotional biases like confirmation bias or the endowment effect might skew valuations. This session will demonstrate how understanding investor behaviour helps pinpoint buy and sell opportunities that align with both technical signals and fundamental insights, ultimately supporting more balanced, data-driven investment decisions.

Technology and Technical Analysis

Explore how Algorithmic trading and Python can elevate a fundamentally driven investment workflow by leveraging Technical Analysis (TA) for more precise, data-backed decision-making. Python enables automation of TA processes, such as calculating indicators like moving averages to time entries in fundamentally strong stocks or using RSI to detect overbought/oversold levels, ensuring more informed trade execution. Additionally, Python can streamline the backtesting of TA strategies—like Bollinger Bands or MACD—on stocks that meet fundamental criteria, allowing investors to validate technical signals before applying them in real-time. This session demonstrates how Python can bring efficiency and rigor to TA within a fundamental framework, enabling analysts to blend quantitative insights with technical rigor.

DETAILS:

DATE: Saturday, 14th December, 2024

TIME: 1:30 p.m. to 6:30 p.m. (Reporting time 1:00 p.m.)

VENUE: CMT Association, WeWork Vaswani Chambers, 2nd Floor, 264-265, Dr Annie Besant Rd, Municipal Colony, Worli, Mumbai, Maharashtra 400025

NOTE: Participants need to carry their laptop

REGISTRATION:

CFA Society India Members: FREE

Currently Registered CFA Program Candidates: INR 1000

Passed Level III of the CFA® Program (Charter Pending): INR 1000