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  • Flexible Online Learning
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Pass your Sustainable Investing Certificate (SIC) exam with confidence. Start your journey with Quartic today!

Fusion Analysis

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The ‘Risk on, Risk off’ mentality that has dominated activity on many of the world’s Exchanges over the last couple of years has made the task of Stock picking even harder.

About The Course

The Investment discipline needs to take account of a blend of approaches – Fundamental, Technical & Behavioural. Fundamental Analysis will provide the investor with an opinion on valuation, but not necessarily any input on the timing of entry & exit points.

Finally, one of the traditional building blocks of Efficient Markets – the assumption of rational Investors – has now been seriously questioned since the emergence of Behavioural Finance as an accepted discipline. Technical Analysts have long questioned another – the concept of random walks. Fusion Analysis may be the answer.

Who should attend?

  • Financial Journalists
  • Wealth Managers
  • Asset Managers
  • Equity Research Analysts

Learning Objectives

  • In pursuit of Price discovery – A Fusion of numbers, patterns & human behaviour
  • Efficient Markets & Rational Investors – a recap; but are they?
  • Rational decision making vs instinct & intuition. The madness of crowds
  • Prospect Theory, Fear of Regret, Heuristics, Framing
  • Cognitive behavioral biases – Anchoring & extrapolation, Base Rate Neglect
  • What is the correct Valuation methodology to use? It depends on the sector
  • The love affair with the Price-Earnings Ratio. A better tool – PEGs
  • Valuations derived from Dividends
  • How to value Financials – Price/Book Values
  • How to value Manufacturers & Retailers – EV/Sales
  • Technical Analysis – What is it all about? Timing your entry & exit points.
  • Classic patterns to watch out for – Channels, Breakouts, Head & Shoulders
  • Moving Averages
  • Relative Strength Indicators (RSI)
  • Candlesticks
  • Generating a ‘Fusion’ decision
  • Scaling the Fundamentals to generate Buy & Sell signals
  • Scaling the Technical Indicators to generate Buy & Sell signals
  • Blending & Weighting the trigger indicators

Prerequisites

There are no prerequisites.

Duration

One Day. (This course can be delivered over two days in-house)

What Our Clients Say

At Quartic we teach investing with a passion, inspiring delegates of all levels. From exam courses to bespoke executive programmes, the Quartic team prides itself on making our courses highly interactive and enjoyable to attend, whether in person or online.

★★★★★ 5/5

Quartic played a key role in helping me pass CFA Level II. Mr. Blain is highly knowledgeable and supportive, and their clear, well-structured materials made even the most complex topics manageable.

CFA preparation was the toughest challenge I’ve faced, and Quartic’s guidance made all the difference. Highly recommended to anyone pursuing the CFA designation.

Ruben Zaffagni
★★★★★ 5/5

Your online platform and study materials were absolutely instrumental in my preparation. The comprehensive content, practice exams, and especially the insightful explanations provided a solid foundation for my understanding. I truly believe that without the support and quality of Quartic’s resources, this achievement would have been much more challenging to attain.

Thank you for your dedication to creating top-notch educational tools that make a real difference in the lives of students like me. Your commitment to excellence has paid off, and I am incredibly grateful for the knowledge and confidence I gained from using your platform.

Sarvarjon Pulatov
Multinational Development Bank
★★★★★ 5/5

I used to be a Quartic student, and I remain deeply grateful for the foundational training I received. I still vividly remember Mr. Nicholas Blain’s teaching, which not only laid a solid foundation for me but also sparked my enduring interest in the industry.

Rhea Zhang 
Bank of China
★★★★★ 5/5

Today I passed my CFA level 1 exam and wanted to thank you for your great materials and your passion for sharing the knowledge. I really enjoyed watching your videos 😃

Bartosz 
★★★★★ 5/5

Thank you very much for all your support, I will be definitely recommending your service to my colleagues as it was a fantastic experience 🙂

Barbara 
★★★★★ 5/5

The tutors were enthusiastic, the classes enjoyable, the explanations clear and intuitive, and with excellent teaching materials Quartic helped me to pass each level at first attempt.

Kate Kalashnikova, CFA ACA
Analyst

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Interested in learning about course pricing or curious about group discounts? Please provide details of your inquiry, such as the specific course or course type, pricing request, etc. Our dedicated team will be happy to assist.

Copyright ©2025 Quartic Training Limited. CFA Institute does not endorse or warrant the accuracy or quality of the products or services offered by Quartic Training Limited. CFA Institute, CFA® and Chartered Financial Analyst® are trademarks owned by CFA Institute.

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