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At CSI, the well-being of our valued learners and staff is our highest priority. Learn more about our response to COVID-19 and changes to our exam delivery format.

Technical Analysis Course (TAC)

 

Tools To Manage Your Money

Analyze historical market information and measure probable price movements and potential gains. You'll learn charting methods, how to make projections and how to apply quantitative analysis and other techniques to improve the quality of your investment decisions.

Learn About:

  • Different methods for charting
  • Dow theory and trend analysis
  • Chart formations and projections
  • Trend-following and momentum indicators
  • Intermarket analysis
  • Time cycles and Elliot Wave theory
  • Technical analysis of both equity and futures markets
  • Formulating a trading plan

What's Included:

  • Technical Analysis Course textbook with summaries
  • Academic support with access to CSI academic support specialists for questions regarding your course
  • Online course updates
Approximate Hours of Study**
Hours of Study 60 - 85 hours

** In order to provide some guidance to course participants as to the length of time it will take to be sufficiently prepared to write the final examination, CSI has prepared this estimate of the number of hours an average participant could possibly expect to spend studying for a course. Please note that these are only recommended hours of study developed based on research and our course content, however, this does not mean that some students with exceptional backgrounds would not take less time than recommended or that students with no background at all in finance or economics would not take longer than the maximum.

EXAM WEIGHTINGS
(weightings are approximate)
Methods Of Charting 7%
Trend Analysis 9%
Chart Formations And Projections 20%
Candlestick Chart Formations 11%
Point And Figure Charting 5%
Quantitative Analysis 15%
Time Cycles 4%
Elliot Wave Theory 5%
Intermarket Analysis, Technical Analysis Of Equity And Futures Markets 20%
High Frequency Trading 4%
EXAM INFORMATION
Exams 1
Exam Format Proctored (remote or in person at a test centre)
Exam Duration 2 Hours
Question Format Multiple Choice
Questions Per Exam 75
Attempts Allowed Per Exam 3*
Passing Grade 60% (Per Exam)
Assignments None
ENROLMENT PERIOD
Enrolment Period 1 year†
COURSE COMPLETION NOTICE

On successful completion of this course you will be able to download a Notice of Course Completion available through your student profile. This will remain on your profile as formal confirmation of course completion.

* The first attempt is included in the course enrolment fee. Further attempts incur fees.

†Please note: Access to your online materials will close 2 weeks after successful course completion or course expiry (whichever comes first). This course can be extended by 1 year provided you have not exceeded the attempts allowed  for each exam. You can view CSI extension fees here . Your enrolment period can only be extended one time.

Continuing Education (CE) Credits

Click the links below or the buttons at the top of the page on the right side to access CE accreditation information. To search for specific course information, press Ctrl + F and then enter the course name to search the document for the information you are interested in.

National/Provincial (Excluding Quebec)
Download CE Chart (PDF, 163 kb)

Quebec (IQPF/CSF)
Download IQPF/CSF Chart (PDF, 182 kb)

Please note: While CSI makes every effort to ensure that the information is up-to-date, we are unfortunately unable to fully guarantee its accuracy. The information listed in the charts above may be subject to change.

For details on the organizations and other information on CE Credits listed in the above charts, please click here.

This course is now eligible for CFA CE credits.