STA Courses

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STA Diploma Part 1 Course, STA Diploma Part 2 Course, STA Diploma Part 1 & 2 Course Package.

STA Diploma Part 1 Course

STA Diploma Part 1 Course

This annual seven week, CISI accredited, course teaches the basics of technical analysis. It also prepares students for the STA Diploma Part 1 examination, an internationally recognised part-qualification, which is equivalent to the International Federation of Technical Analysts’ (IFTA) CFTe I accreditation.

The course takes place from October to December each year. Lectures are held once a week, from 6.15pm-8.30pm, at the London School of Economics and are followed by the Part 1 examination on 2 December (day-time).

The cost of  the course is £995 if booked by 1 October 2019 (early bird rate); £1195 thereafter. It includes the six evening lectures, an Exam Preparation Session and the Diploma Part 1 examination.

Dates  for the 2019 course as follows: Lecture 1 (Weds 16 October); Lecture 2 (Weds 23 October); Lecture 3 (Weds 30 October); Lecture 4 (Weds 6 November); Lecture 5 (Weds 13 November); Lecture 6 (Weds 20 November); Exam Preparation Session (Weds 27 November); Diploma Part 1 Exam (Monday 2 December).

To take the course you must be a member of the STA. The cost for 12 months membership for an Associate Member is £70.00.

Traders, brokers, dealers, fund managers, portfolio managers, market analysts, other investment professionals, private investors, academics and students.

This seven week course prepares students for the STA Diploma Part 1 examination, an internationally recognised part-qualification, accredited by the International Federation of Technical Analysts (IFTA). It gives participants a basic understanding of technical analysis. The STA Diploma Part 1 examination is a two hour, 120 question, multiple choice exam.

Week 1:
Introduction. Fundamental/quantitative/technical analysis comparison; some basic statistical terms used in quantitative and technical analysis.

Overview of chart types (Line, Bar, Candlestick, and other Japanese chart types, Point & Figure).

In-depth tuition on line and bar charts – construction and interpretation of each.

Explanation of arithmetic vs logarithmic scaling.

Introduction to the concepts of support, resistance and trend.

Week 2:
Candlestick charts – construction and interpretation. The psychology behind the Doji, the Marabuzo (and the importance of the Marabuzo line), the Hammer, the Engulfing Pattern, the Abandoned Baby and different types of Star.

Week 3:
In-depth session on support and resistance. Trends, and how to draw trend and return lines.

Typical reversal patterns (eg. head and shoulders, double/triple tops) and typical continuation patterns (eg. different types of triangle, flags, pennants); target projections from patterns.

Fibonacci numbers and retracements. Getting started on technical strategy.

Week 4:
Moving averages – types (simple, weighted and exponential); positioning, combinations, interpretation.

Momentum indicators and oscillators (RoC, RSI, MACD).

Other data series – volume (OBV), market breadth (A/D line), relative strength, sentiment measures (eg. AAII) and the “VIX”.

Week 5:
Point and Figure charts – construction; buy and sell signals; horizontal and vertical counts; target establishment, activation and cancellation; important patterns.

Week 6:
Cycle theory – basic cycle qualities and principles; left and right translation; economic and seasonal cycle.

Dow Theory – history; principles; relevance today.

Elliott Wave Principle – mathematical basis and structure.

Week 7:
Diploma Part 1 Exam preparation session.

“The lecturers were of a very high calibre.It felt good learning from the people who have done it at the highest level.”
Michael Catnott, Student on the Diploma Part 1 Course 2018

“The course met all of my expectations and I found the fact that we were learning from tutors with years of experience in the field particularly rewarding. I couldn’t recommend it enough for the amount of content it covered and the level of detail it went into. Thanks!”
Luke Connolly, Student on the Diploma Part 1 Course 2018

“Good foundation to develop skills in TA. Good lecturers, all very engaging & passionate.”
Daisy-May Andrew, BNP Paribas, Student on the Diploma Part 1 Course 2017

“Engaging lecturers with first-hand experience of putting market analysis into practice.”
William Robinson, Anglo American Marketing, Student on the Diploma Part 1 Course 2017

“Very good course with varied exercises which I found very useful. As a beginner to technical analysis I learnt a great deal from the course.”
Hannah Whiting, Triland, Student on the Diploma Part 1 Course 2016

“Fabulous Course!”
Sriharimohan Tsr, Student on the Diploma Part 1 Course 2016

STA Diploma Part 2 Course

STA Diploma Part 2 Course

The CISI accredited Diploma Part 2 Course is aimed at those who already know the basics of technical analysis and who wish to acquire in-depth knowledge. It is taught by market professionals, authors and Fellows of the STA and also prepares students for the Diploma Part 2 examination, an internationally recognised qualification, which is equivalent to the International Federation of Technical Analysts’ (IFTA) CFTe II accreditation.

The course starts in January of each year and consists of 12 evening lectures (from 6.15pm-8.30pm) at the London School of Economics, spread over 12 weeks.

The cost of this course is £1,995 if booked before 31 December 2019 (early bird rate); £2,995 thereafter. The price includes twelve lectures, a printed exam preparation booklet and video and the Diploma Part 2 examination.

Dates for the 2020 course as follows: Lecture 1 (Weds 15 Jan); Lecture 2 (Weds 22 Jan); Lecture 3 (Weds 29 Jan); Lecture 4 (Weds 5 Feb); Lecture 5 (Weds 12 Feb); Lecture 6 (Weds 19 Feb); Lecture 7 (Weds 26 Feb); Lecture 8 (Weds 4 March); Lecture 9 (Weds 11 March); Lecture 10 (Weds 18 March); Lecture 11 (Weds 25 March); Lecture 12 (Weds 1 April).  The Diploma Part 2 Exam will take place on Thursday 23 April (day time).

Note: Students who enter straight onto this course without having already passed the Part 1 examination should be aware that they will need to sit for this exam as well as the Part 2 exam before they can be awarded the STA Diploma.

To take the course you must be a member of the STA. The cost for 12 months membership for an Associate Member is £70.00.

Candidates, having successfully passed both examinations, will be awarded the STA Diploma in Technical Analysis and become Full Members of the STA. The STA Diploma is an internationally recognised qualification, which is equivalent to the International Federation of Technical Analysts’ (IFTA) CFTe II accreditation. The IFTA CFTe II certificate can also be obtained on payment of relevant dues.

Diploma Part 1 examination dates are in March, July and December and Diploma Part 2 examinations in October and April of each year.

Traders, brokers, dealers, fund managers, portfolio managers, market analysts, other investment professionals, private investors, academics and students.

The aim of the STA Diploma Part 2 Course and examination is to confirm that a candidate possesses the professional knowledge, understanding and skills to pursue a career in technical analysis within the investment community. In particular, at the end of their training period qualified technicians are expected to have a good understanding of, and practical experience in, the major techniques taught on the course, together with a wide range of timing and analytical tools and indicators to enable them to select the most advantageous portfolios, trades, hedges etc. for their clients, their employers or their own trading systems. The syllabus is therefore designed primarily to ensure that students will gain the necessary skills to pursue their careers to a more advanced level in a professional manner, and also to provide investors with the knowledge and confidence in technical analysis that will enable them to make better informed trading decisions.

In order to gain the MSTA designation (Member of the Society of Technical Analysts) students will need to pass the STA Diploma Part 1 and Part 2 examinations and be a current member of the STA. The STA Diploma Part 1 Examination is a two hour, 120 question, multiple choice examination and the STA Diploma Part 2 Examination is a three hour paper based examination.

Week 1:
The practical application of support, resistance and price objectives by market professionals – how they build on the essential basics of trend and pattern analysis and add advanced techniques such as Fibonacci targets.

Week 2:
Construction and applications of candle charts, candle patterns. Trading exercises.

Week 3:
How market professionals use the core theories: Dow, Elliott Wave and time cycles.

Week 4:
The professionals’ approach to using moving averages – simple, weighted, exponential, adaptive, centred. Moving average bands, including Bollinger Bands. Trading exercises.

Week 5:
Technical strategy – how market technicians work in different time frames, what chart scales they use, and how/where they place stop losses.

Week 6:
Construction and application of momentum indicators and oscillators – including ADX, CCI, Coppock, MACD, Parabolics, ROC, RSI, Stochastics.

Week 7:
The market technician’s use of relative strength charts, market breadth and sentiment measures.

Week 8:
Advanced applications of Point and Fgure charts, including Point and Figure moving averages and indicators.

Week 9:
How market technicians apply Gann Theory.

Week 10:
Ichimoku charts explained – their construction and interpretation, and their use in different time frames.

Week 11:
Market Profile™ – principle, construction, and the auction process. How this statistically based technique reveals the structure of the market, and how traders benefit from its use.

Week 12:
Behavioural Finance – history, the brain and money, prospect theory, mental accounting and other biases. Behavioural Finance and you, the markets and investment professionals.

Risk and money management; using technical analysis to control trading risk; technical trading systems.

“I found the course to be invaluable, providing tools, techniques and strategies in Technical Analysis that I am now able to apply as a private investor.”
Andrew Duck, student on the Diploma Part 2 Course 2018

“I found the course very informative. All the classes were interesting and I felt had good content.”
Paul Riddle, INTL FCStone, student on the Diploma Part 2 Course 2018

“Good balance of theory and practice with very useful insights from market practitioners.”
Jun Anthony Garcia, Credit Suisse, student on the Diploma Part 2 Course 2018

“Learnt ever so much. Would recommend this course to anyone, even if they are not in the financial industry as yet. Gives a great and detailed insight in to the world of technical analysis.”
Colin Jones, student on the Diploma Part 2 Course 2017

“The course has been the perfect balance of content. I feel I have solidified my knowledge on the general topics but it also exposed me to a vast array of not so general topics.”
Matt Craig, student on the Diploma Part 2 Course 2017

“Rewarding and worthwhile experience that gives you exposure to a range of experts in their field explaining their indicators and how they might best be used.”
Marco Meola, UBS, student on Diploma Part 2 Course 2016

“Generally a very good learning experience for me, after 13 years in futures trading I still came away from every lecture having learnt something new. Would thoroughly recommend it to any professional in the financial industry.”
Richard Lewis, Tradition, student on Diploma Part 2 Course 2016

“Fantastic course, great speakers.”
Pavandeep Punny, Triland, student on Diploma Part 2 Course 2016

STA Diploma Part 1 & 2 Course Package

STA Diploma Part 1 & 2 Course Package

This annual nineteen week, CISI accredited, course teaches the basics of technical analysis in Part 1 of the course and then provides in-depth knowledge and practical application of the theories in Part 2 of the STA Diploma Course. It is taught by market professionals, authors and Fellows of the STA and also prepares students for the STA Diploma Part 1 and 2 examinations. These are internationally recognised qualifications, which are equivalent to the International Federation of Technical Analysts’ (IFTA) CFTe I and CFTe II accreditation.

The course takes place from October to April each year. Lectures are held once a week, from 6.15pm-8.30pm, at the London School of Economics and are followed by the Part 1 examination in early December and the Part 2 examination in April.

The cost of this course is £2895 if booked by 1 October 2019 (at the early bird rate); £3895 thereafter.

This combined package offers a very significant saving as it includes all nineteen evening lectures (inc exam preparation sessions) as well as the Diploma Part 1 & 2 examinations. For 2019/20 lecture dates please visit the Diploma Part 1 and Diploma Part 2 Course web pages.

To take the course you must be a member of the STA. The cost for 12 months membership for an Associate Member is £70.00.

Traders, brokers, dealers, fund managers, portfolio managers, market analysts, other investment professionals, private investors, academics and students.

This twenty week course prepares students for the STA Diploma Part 1 & 2 examinations which are internationally recognised qualifications accredited by the International Federation of Technical Analysts (IFTA). The course objective is to give participants a thorough grounding in the core aspects of technical analysis before progressing to develop in-depth understanding and mastering practical application.

It is to confirm that a candidate possesses the professional knowledge, understanding and skills to pursue a career in technical analysis within the investment community. In particular, at the end of their training period qualified technicians are expected to have a good understanding of, and practical experience in, the major techniques taught on the course, together with a wide range of timing and analytical tools and indicators to enable them to select the most advantageous portfolios, trades, hedges etc. for their clients, their employers or their own trading systems.

The syllabus is therefore designed primarily to ensure that students will gain the necessary skills to pursue their careers to a more advanced level in a professional manner, and also to provide investors with the knowledge and confidence in technical analysis that will enable them to make better informed trading or investment decisions.

In order to gain the MSTA designation (Member of the Society of Technical Analysts) students will need to pass the STA Diploma Part 1 and Part 2 examinations and be a current member of the STA. The STA Diploma Part 1 Examination is a two hour, 120 question, multiple choice examination and the STA Diploma Part 2 Examination is a three hour paper based exam.

This twenty week course prepares students for the STA Diploma Part 1 & 2 examinations which are internationally recognised qualifications accredited by the International Federation of Technical Analysts (IFTA). The course objective is to give participants a thorough grounding in the core aspects of technical analysis before progressing to develop in-depth understanding and mastering practical application.

It is to confirm that a candidate possesses the professional knowledge, understanding and skills to pursue a career in technical analysis within the investment community. In particular, at the end of their training period qualified technicians are expected to have a good understanding of, and practical experience in, the major techniques taught on the course, together with a wide range of timing and analytical tools and indicators to enable them to select the most advantageous portfolios, trades, hedges etc. for their clients, their employers or their own trading systems.

The syllabus is therefore designed primarily to ensure that students will gain the necessary skills to pursue their careers to a more advanced level in a professional manner, and also to provide investors with the knowledge and confidence in technical analysis that will enable them to make better informed trading or investment decisions.

In order to gain the MSTA designation (Member of the Society of Technical Analysts) students will need to pass the STA Diploma Part 1 and Part 2 examinations and be a current member of the STA. The STA Diploma Part 1 Examination is a two hour, 120 question, multiple choice examination and the STA Diploma Part 2 Examination is a three hour paper based exam.

“I found the course to be invaluable, providing tools, techniques and strategies in Technical Analysis that I am now able to apply as a private investor.”
Andrew Duck, student on the Diploma Part 2 Course 2018

“I found the course very informative. All the classes were interesting and I felt had good content.”
Paul Riddle, INTL FCStone, student on the Diploma Part 2 Course 2018

“Good balance of theory and practice with very useful insights from market practitioners.”
Jun Anthony Garcia, Credit Suisse, student on the Diploma Part 2 Course 2018

“Learnt ever so much. Would recommend this course to anyone, even if they are not in the financial industry as yet. Gives a great and detailed insight in to the world of technical analysis.”
Colin Jones, student on the Diploma Part 2 Course 2017

“The course has been the perfect balance of content. I feel I have solidified my knowledge on the general topics but it also exposed me to a vast array of not so general topics.”
Matt Craig, student on the Diploma Part 2 Course 2017

“Rewarding and worthwhile experience that gives you exposure to a range of experts in their field explaining their indicators and how they might best be used.”
Marco Meola, UBS, student on Diploma Part 2 Course 2016

“Generally a very good learning experience for me, after 13 years in futures trading I still came away from every lecture having learnt something new. Would thoroughly recommend it to any professional in the financial industry.”
Richard Lewis, Tradition, student on Diploma Part 2 Course 2016

“Fantastic course, great speakers.”
Pavandeep Punny, Triland, student on Diploma Part 2 Course 2016

Frequently Asked Questions

Frequently Asked Questions

We run each course once in the year. The Diploma Part 1 course starts end of October and the Diploma Part 2 course starts in January.

The Diploma Part 1 course runs for seven weeks, one evening a week (usually a Wednesday) from 6.15pm-8.30pm. It ends with the Diploma Part 1 examination in early December. The Diploma Part 2 course runs for 12 weeks,  one evening a week (again usually a Wednesday) from 6.15pm-8.30pm. It ends with the Diploma Part 2 examination in April.

The courses are normally held at the London School of Economics, Aldwych, London WC2A 2AE.

The STA runs occasional one-day courses on technical analysis. For more information on this please email info@nullsta-uk.org

The STA does not currently offer in-house training but is open to discussions with individual organisations. Please email the STA office on info@nullsta-uk.org if you wish to pursue.

The STA only holds courses in London but is looking to branch out to various UK universities.

Yes, it is possible to self-study to prepare for the STA Diploma Part 1 and 2 examinations, either by just reading the recommended reading list or by using our specially tailored Home Study Course© (HSC). The HSC is the STA’s proprietary e-learning course. Although website based, it is fully downloadable and may be used online or offline by PC, Mac, iPad or Android machines. . The program is divided into 15 units designed to cover all relevant aspects of the Diploma Part 1 and Diploma Part 2 syllabus. Each unit carries a series of multiple choice questions to test the student’s understanding of each topic. In addition the course offers an exam preparation module and a set of past Part 2 exam papers, as well as a supplement containing advice on tehcnical analysis report writing.  For information on the units and their authors please visit the Home Study Course page.

The Diploma Part 1 exams are held three times a year in March, July, and December. The Diploma Part 2 exam is held twice a year in April and October.

There is no need to have passed the Part 1 exam before sitting the Part 2 exam. Both can be sat while attending the STA Diploma Part 2 Course. In order to obtain the STA Diploma qualification both the Part 1 and 2 exams will have to have been passed, however.

It obviously depends on the cohort, but on average 70% of students sitting the exams pass.

67%. Those achieving 85% or above are awarded a Merit.

60%. Those achieving 85% or above are awarded a Distinction.

In general, at this advanced level examiners look not only for knowledge but also for the application of that knowledge – for reasoning, for conclusions, and for advice to investors when required.

The answer to SECTION 1 (Question 1) should show a high standard in chart analysis and a written report (as if for a client) based on that analysis. There is some flexibility here: candidates wishing to avoid writing large amounts of text may consider using summary bullet points or ‘grids’ within the written report. They may also express some of their opinions on the actual charts, alongside their other chart annotations.

Chart annotations combined with a written report meeting all requirements of the question can earn up to 50 points (up to 34 for analysis, interpretation and reasoning, and up to 16 for providing logical forecasts and appropriate advice). Up to another 10 points can be gained for a clear and professional structure to the report.*

For the SECTION 2 and SECTION 3 answers candidates can gain up to half their marks by demonstrating knowledge. An ability to reason and apply/interpret is needed to achieve higher marks, however.

*To pass the exam, a minimum mark of 35/60 for the compulsory Question 1 is required as well as 60/100 for the paper overall.

Examiners will send you a report on areas of weakness and, where possible, suggestions on how your answers could be improved. As with Part 1, you need to re-register to resit the exam. An appeal is possible, although not normally advisable. Two examiners will have marked each paper carefully before a decision is made – and a third examiner marking the same paper may well not come to a different conclusion. Also, there would be a fee to cover additional examiner costs.

The CFTe is the International Federation of Technical Analysts’ (IFTA) two-stage qualification. CFTe Level I is a multiple choice paper which is very similar to the STA Diploma Part 1 examination. CFTe Level II is an essay based question paper, similar to the STA Diploma Part 2 exam, but half an hour longer. Both IFTA’s CFTe I and II papers were for several decades set and marked by the STA but over the past few years IFTA have set and marked their own exams.

On achieving MSTA status, students can also receive the International Federation of Technical Analysts’ CFTe accreditation and certificate on payment of an administration fee of $200.

Once you have successfully passed both examinations you will be awarded the STA Diploma in Technical Analysis and the right to use the designation MSTA (Member of the Society of Technical Analysts), regarded as the kite mark in technical analysis. This qualification also allows you to obtain the International Federation of Technical Analysts (IFTA) CFTe certification and entitles you to certain exemptions from the Chartered Institute for Securities & Investment (CISI) examinations. Full MSTAs with 3+ year’s industry experience are invited to become full members (MCSI).

 

We recommend that students spend a minimum of three to six hours per unit in the HSC or per STA Diploma Part 1 or 2 lecture, and take time to read the recommended reading lists for both Part 1 and 2 examinations.

Achieving MSTA status is no guarantee of a job as the individual’s CV and previous work experience are also a factor. However, the STA Diploma qualification is a valuable asset to any individual’s portfolio and an essential tool in risk analysis of the financial markets.

The courses are designed for professional and private investors. Sample job titles include technical analyst, research analyst, commodities analyst, market analyst, FX trader, LPG trader, crude oil operator, dealing officer, sales trader, portfolio manager, fund manager and hedge fund manager.

The STA taught courses are primarily designed for working individuals who live in, or near to London. The STA does not have the resources to help any prospective students find accommodation and or assist with VISA applications.

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Monthly Meetings

The STA holds 11 monthly meetings in the City of London, including a summer and Christmas party where canapés and refreshments are served.

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Latest Videos

As a service to our members, many of whom are unable to attend all our monthly meetings, we have been making videos of meeting presentations for several years.

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STA Libraries

The STA has an extensive library of classic technical analysis texts. There are over 1000 books in the collection. It is held at the Barbican Library with a smaller...

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Market Technician

Issue 85 - September 2018

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