IB Training

Professional Knowledge

1. Foreign exchange expertise (link to high-level training)
2. Right Investment Concept (link to high-level training – trading system – trading concept)
3. Effective trading methods and systems (links to high-level training – trading system)
4. Capital management (link to high-level training – capital management)
5. Account opening and withdrawal/deposit instruction (attached Word)
6. CRM operation instruction (attached Word)

Trading Technology

1、 Main factors that affecting the fluctuations of exchange rate

  • Dollar index
    The US Dollar Index®, the USDX, is an indicator that reflects the exchange rate of the US dollar in the international foreign exchange market and is used to measure the rate of change in the dollar against a basket of currencies. It indirectly reflects the changes in US export competitiveness and import costs by calculating the dollar and the combined rate of change in the selected basket of currencies to measure the strength of the dollar.

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  • Interest Rate
    The interest rate policy has become the main means of regulating the money supply and demand of the central banks and regulating the economy. The interest rate policy is becoming more and more important in the monetary policy of the central bank. The country raised interest rates, the exchange rate rose; lower interest rates, the exchange rate fell. For example: the general situation, the US interest rate fell, the dollar’s trend is weak; US interest rates rise, the dollar trend preference.
  • Central bank assets to buy the scale
    Refers to the central banks for the advance price stability goals, through regular meetings to determine the benchmark interest rate, published once a month. For example, the Bank of England (BOE) asset purchase scale, the UK benchmark interest rate for the repurchase rate.

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  • Key words of central bank ‘s monetary policy
    Such as the Federal Reserve meeting, the Bank of Japan interest rate decision, the European Central Bank interest rate decision
  • Inflation rate
    Inflation means rising domestic prices level, and when the price of most commodities and services in an economy are rising continuously in the some time, it says the economy is experiencing inflation. As the price is the currency of a country’s commodity value, inflation also means that the value of the country’s currency represents a decline. In the case of close ties between commodity markets at home and abroad, inflation and rising domestic prices will cause the reduction of exports and the increase in imports, thus affecting the supply and demand in the foreign exchange market, leading to fluctuations in the exchange rate at the same time, the decline in the value of a country’s currency must affect its external value and weaken the credit position of the country’s currency in the international market. It is expected that the exchange rate of the currency will weaken due to inflation. Country currency into other currencies, which led to the exchange rate fell. In terms of the law of one price and the theory of purchasing power parity, when a country’s inflation rate is higher than the inflation rate of another country, the value of the country’s currency actually represents a decrease in the currency of another country, and the currency exchange rate decline. On the contrary, it will rise.
  • Balance of payments
    The International Monetary Fund defines the balance of payments as: the balance of payments is a statistical statement that systematically records the transactions of economic entities with the rest of the world over a period of time. With the development of international economic transactions, the narrow sense of international balance of payments refers to a period of foreign exchange income and expenditure, the broad sense of international balance of payments refers to a certain period of time all international economic transactions, the sum of monetary value.
    The impact of a sustained, large-scale balance of payments deficit on a country’s economy is expressed as follows:
    1) is not conducive to foreign economic exchanges. Countries with continued deficit on balance of payments will increase their demand for foreign exchange, while the supply of foreign exchange is insufficient to promote the foreign exchange rate rise, the devaluation of the local currency, the international status of the currency to reduce, may lead to short-term capital flight, so that their foreign economic exchanges To adversely affect.
    2、 If a country in a long state of deficit, not only will seriously consume a country’s reserve assets, affecting its financial strength, but also make the country’s solvency reduced, if the debt difficulties can not extricate themselves, which will further affect their country The economic and financial strength, and lost in the international reputation. The international debt crisis, which broke out in the early 1980s, was largely due to the long-term balance of payments deficit in the debtor countries and the lack of sufficient solvency.

    Continued, large-scale international balance of payments surplus will also have a negative impact on a country’s economy, specifically in:
    1) The persistence surplus will increase the amount of foreign currency held by a country or the purchase of its own currency in international financial markets. This will inevitably result in an increase in demand for domestic currency. As a result of the role of market rules, Currency exchange rate of foreign currencies will rise, is not conducive to the export of domestic goods, the growth of their own economies have a negative impact.
    2) Sustained surpluses can lead to a surge in inflationary pressures in a country. Because if the international trade surplus, it means that a large number of domestic goods are used for exports, may lead to the domestic market supply of goods shortage, bring inflationary pressures. In addition, the export company will sell a large number of foreign exchange convertible currency acquisition of export products to increase the domestic market currency volume, bring inflationary pressures. If there is a surplus in capital projects and a large amount of capital inflows, the government must send its own currency to buy these foreign currencies, which will also increase the currency of the country and bring inflationary pressures.
    3) A country’s balance of payments surplus is likely to cause international friction, which is not conducive to the development of international economic relations, because a country’s balance of payments surplus also means that the rest of the world because of its surplus and the balance of payments deficit, thus Affect the economic development of these countries, they asked the surplus countries to adjust domestic policies to adjust the excessive surplus, which will inevitably lead to international friction.

  • Current account
    The main component of a country’s balance of payments, mainly including trade in goods, the import and export of tangible goods, and trade in services, such as tourism, banking and insurance and other service dealings. Current account does not include long-term borrowing and investment flows, which shouldcount on the capital account. But also refers to the country and foreign economic transactions and frequent occurrence project, is the balance of payments in the main items, including foreign trade revenue and expenditure, non-trade and unilateral transfer of income and expenditure of three projects. The current account surplus increases the net amount of foreign capital of a country’s corresponding amount; the current account deficit (deficit) is just the opposite.

Below concepts refers to the fundamental analysis

  • GDP
  • Unemployment Rate
  • Consumer Price Index
  • Institute of Supply Management Manufacturing Index
  • Purchase Managers’ Index
  • Retail and Sales
  • Industry Orders

2、 Relationship between fundamental and technical sides

  • Fundamentals (stock): By studying the macroeconomic and political situation, industry, corporate financial statements, the level of corporate management and other factors, find the intrinsic value of the subject matter of the transaction, and then compared with the market value.
  • Technical: by studying the wave theory, trend line, k line shape, moving average and other technical indicators to find the direction of price fluctuations, and then take the corresponding strategy.
  • The two are the same: the purpose of the same purpose, are to find the direction of price fluctuations (trend).
  • Fundamental research on the impact of price fluctuations behind the factors, including the political, economic, industry, companies and other aspects; technical analysis through a variety of tools only study the price itself, as to what the reason has led to the price of ups and downs, Technical faction directly ignored.
  • Macro fundamentals decide the trend, but the price ahead of the fundamentals, especially short-term economic indicators:
    A. By analyzing the macro fundamentals can do long-term transactions.
    B. By analyzing the macro fundamentals to trade short-term single-day order must be wrong.
    C. Short-term economic indicators published after the law according to the law to do business must not fly
    D. Economic indicators provide kinetic energy for intraday volatility, with different indicators providing different kinetic energy.

3、Application of technical indicators

  • Technical indicators are based on a number of mathematical statistical methods, the use of some complex formula to determine the exchange rate trend of quantitative analysis methods. There are mainly momentum indicators, relative strength index, stochastic index and so on
    技术指标统计标的
    价格和成交量
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  • Volume usually includes the number of transactions and the amount of transactions, the domestic stock market usually refers to the amount of turnover.
    Volume (VOL) the use of: 1, rising trend continued; 2, the key position breakthrough
  • Foreign exchange market volume is special: the price of immeasurable
  • Summary of Technical Indicators Application :
    Conclusion 1: Indicator will not better with more complexity , closer the nature of the reference will be stronger
    Conclusion 2: Trend is fundamental, the focus of the indicators should be judged in the trend, rather than trading points.
    Conclusion 3: More references, the greater the difficulty of operation, the lower the graspability.
    Conclusion 4: indicators must be contained in a relatively mature system, can not use independently.

4、 趋势的深入研究

十一种离场法则
a. 日波幅离场法

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b. 刹车离场法

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c. 对称离场法

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d. 五浪离场法

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e. 破趋势线离场法

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f. 小时换K离场法

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g. 波段回撤离场法

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h. 波段扩展离场法

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i. 整数关口离场法

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j. 前期节点离场法

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k. 背离离场法

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5、 High probability

High probability trading system breaks the traditional foreign exchange trading analysis of ideas and methods, another way – do not study the moving average, weaken the use of fundamentals, nor draw trend lines to study complex technical indicators, not even look at the previous market, the daily relative independence The principle of the critical point and the principle of wave as the basis, starting from the opening price as the starting point, the wave theory as the framework, the breakthrough principle to supplement the time for the screening conditions, according to the risk tolerance and dynamic stop mechanism quickly clear entry point, stop loss and approach single volume, simplify the analysis time, strictly grasp the wind control, so that investors experience the charm of the transaction. Want to experience the “high probability”? Join the Origin Trading Practice.

Trading Practice

1、Online live trading training

Origin analyst will be a guest of”First financial • Global Exchange” connection program, regularly there will be a interpretation of market conditions for our dearest friends, news events. While providing 3-5 days of technical training, through the guidance of customer trading methods and mentality control, conversion intention to customers and increase the survival rate.

2、Online salon training

Organize financial lecture line activities In different cities, to provide platform for the support of teachers to complete the customer development, classification, groups, transformation work.

3、Commitment to capital preservation training (guarantee initial capital but not profit)

3-5 business days, the analyst accumulated the successful trading method for all these years to carry out the live order following, imparting strategies, techniques, methods to increase the existing customer survival rate, improve the agency’s credibility and influence.

Operation Management

1、Marketing Training

1) the choice of the market area – the selection and setting of customer groups: terminals, channels;
2) Mission objectives:
A. The number of salons per week
B. Increased number of ABC customers
3) Marketing skills: different customers and different types of business different development methods, sales, network marketing, offline and so on;
4) BC class customer conversion method
5) Business development mode output:
A. Terminal
B. Online research, offline development, including pre-publicity, planning, process, materials, post-media promotion
6) talent output: pre-key support, staff in House, subordinate agent development model

2、Brand packaging and promotion

1) Online: the local financial media interviews with the company, brand upgrades;
2)Offline: through the establishment of public numbers or packaging from the media for marketing, promotional activities

3、Customer Maintenance

1)Provide or recommend a wide range of technical and technical skills of the service, community trading services, call a single service, linked to a single transaction services, EA for customers to choose;
2) Post-conversion follow-up
3) Market promotion activities
4) Professional long-term settled, special deal with the company’s work process docking, program planning, incurable diseases.

4、Company structure and management system

1)Organizational structure: a clear division of the company and hierarchical relationship management
2)Job responsibilities: breakdown positions, clear responsibilities, authority
3)Promotion system: a perfect promotion system, the position of flexible space, and constantly add fresh blood
4)Professional internal talent training, the introduction of external talent: with well-known consulting firms such as Deloitte and other staff training system, the establishment of talent pool;
5)Performance management: professional assessment of staff performance, scientific assessment, to promote healthy competition, enhance team cohesion
6)Salary management: clear the salary structure of each post

5、Comprehensive training for staff professional quality

1) business process to fill gaps
2) Professional knowledge training
3) customer service professional training

Risk Disclaimer:Forex margin trading carries a high level of risk to your capital, may not be appropriate for all investors. Investors shall carefully consider your financial condition and affordability before trading any financial product. Trading could lead to profits as well as loss of your investment capital, you may lose all your initial invested capital. Please ensure you've read all the risk warning before trading.

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