Competency Details ( Technical Analysis ) | Financial Academy

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Financial Skills Framework

Skills Dictionary

Technical Analysis

Technical Skills

Ability to analyse historical data of financial instruments and apply knowledge of price changes forecasting, to evaluate the future performance and suitability to meet investor’s goals and risk tolerance.

Skill Code: T080

Level 1

Demonstrates a basic understanding of the data collection and analysis techniques used for modelling, and the relationship between price, volume, and market indicators. Assists the team in the research, review and analysis of historical market data of the financial instruments.

Level 2

Uses specialised knowledge to analyse historical market data and applies the model and trading rules to the price and volume changes, to be able to recommend the buy and sell decisions regarding the financial instruments. Possesses full knowledge of the trading activities and market activity analysis and applies within the context of own job and team.

Level 3

Carries out the alignment of model and trading rules on the price and volume changes, to process historical market data and be able to support and enhance decisions related to the financial instruments. Understands deeply the behavioural economics and price based analysis and shares across the teams for awareness.

Level 4

Uses full knowledge base to establish the model and trading rules for the business, based on the market and industry indicators identified through research. Provides expertise and knowledge across the departments and teams to enable the development/ enhancement of technical analysis approaches.

Level 5

Applies subject matter expertise across the organization to monitor the technical analysis frameworks and develop relevant policies and procedures. Provides guidance and support to others to forecast the way forward and drive changes and improvements to the existing technical analysis approaches.