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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 (New) (TAC-NEW)


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 including behavioral finance 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
  • Behavioral Finance

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.

(weightings are approximate)
Methods Of Charting 8%
Trend Analysis 8%
Chart Formations And Projections 20%
Candlestick Chart Formations 8%
Point And Figure Charting 4%
Quantitative Analysis 16%
Time Cycles 4%
Elliot Wave Theory 5%
Intermarket Analysis, Technical Analysis Of Equity And Futures Markets 20%
High Frequency Trading and Behavioral Finance 8%
Exams 1
Exam Format Paper Based
Exam Length 2 Hours
Question Format Multiple Choice
Questions Per Exam 75
Attempts Allowed Per Exam 3*
Passing Grade 60% (Per Exam)
Assignments None
Enrolment Period 1 year†

*There is no charge for your first attempt at a paper-based exam within Canada, as long as it's at a regular exam center and you provide a minimum of 14 days notice before the date that you want to write the exam. If you would like to write a computer-based exam, an additional fee will be required.

Each subsequent paper-based exam attempt at a regular exam centre within Canada will also require an additional fee. This fee is in addition to any special, computer-based or international fees that may apply. You must provide a minimum of 14 days notice within Canada at a regular exam centre and 4 weeks notice for all other centres. Please note that the date of the exam is not part of any notice period.

†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.

Important: During a student's enrolment period, CSI may update this course. In that case, details about the update and how it may affect students will be posted online via My CSI. Students are held responsible for and are examinable on the content in the course textbook(s) provided at the time of enrollment unless stated otherwise in My CSI. Students are encouraged to check My CSI regularly throughout their enrolment period.

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.