Equity & Equity CFD Trading Workshop
Learn How to Trade US Stocks and US Stock CFDs with a Structured Plan
Learn how to trade US stocks with a structured plan.
If you want to understand US stocks, US stock CFDs, trend analysis, risk, and position sizing in a practical way, this course will give you the foundation and structure to start building a better trading process.
Discount
R5099.15
Discounted Price for Strategist (Legacy) and Inner Circle Members.
Log into your Dashboard to claim your discount.
Why Join the Equity & Equity CFD Trading Course?
Most traders are familiar with major US companies like Apple, Tesla, Microsoft, Nvidia, Meta, and Amazon. The problem is that knowing the company name is not the same as knowing how to trade the stock.
This course teaches you how to approach US stocks and US stock CFDs with a structured process. You will learn how to assess a share, understand basic valuation ratios, identify trend direction, plan entries and exits, and calculate position size before placing a trade.
Although the course focuses on US equities, the same analysis framework can be applied to most listed share markets.
This course is focused primarily on US stocks and US stock CFDs, including how to analyse, trade, and manage positions on major listed companies in the US market.
While the examples and practical application are centred on US equities, the principles taught in the course can be applied to most listed share markets, including JSE shares and other international equities.
The focus is not on memorising one market, but on learning a repeatable process for analysing shares, identifying trade opportunities, managing risk, and sizing positions correctly.
We start by breaking down what shares, equities, and stocks actually are. You will learn how listed companies work, how a company raises capital through the stock market, and what it means to own shares in a public company.
The course also explains the difference between ordinary shares and preference shares, including shareholder rights and dividend rights. This gives you the foundation to understand what you are actually buying when you invest in or trade a listed company.
Valuing a company can become very complex, but traders still need a simple way to filter opportunities before risking capital.
In this section, you will learn how to use basic but useful ratios such as:
- P/E Ratio - understand how the market prices a company relative to its earnings.
- Earnings Yield - compare company profits against the current share price and other potential returns.
- Dividend Yield - understand how dividend-paying shares can be assessed for income potential.
The goal is not to turn you into an accountant. The goal is to help you identify whether a company is worth investigating further before you risk capital.
Once we understand the share, we need a method for timing entries.
You will learn how to use moving averages to identify:
- Trend direction
- Trend changes
- Pullback opportunities
- Continuation setups
- Possible entry triggers
The course uses a simple EMA-based structure, including the 21 EMA, 89 EMA, and 8 EMA, to help traders identify when momentum is shifting and when the market may be offering a structured opportunity.
Rather than trying to pick the exact top or bottom, the focus is on learning how to wait for evidence that price momentum has changed.
A trade idea only becomes useful once it has clear rules.
You will learn how to structure a trade using:
- Trend rules
- Setup rules
- Entry triggers
- Stop-loss placement
- Trailing stop ideas
- Reward planning
- Trade management decisions
This section helps you move from "I like this stock" to "I have a defined trade plan."
Share CFDs allow traders to gain exposure to individual shares without owning the physical share.
In this section, we explain:
- What a CFD is
- How share CFDs differ from physical shares
- How long and short CFD positions work
- How dividends affect CFD trades
- What exposure means
- How margin works
- Why leverage changes the risk profile
This is especially important for traders moving from long-term investing into leveraged trading, because the risk calculation changes completely.
One of the most important parts of the course is learning how to size a trade properly.
You will learn how to calculate position size using:
- Account size
- Entry price
- Stop-loss level
- Risk percentage
- Risk per share
- Total trade risk
This helps you understand exactly how much you are risking before entering the trade.
For physical shares, risk is often managed through portfolio allocation and diversification. For CFDs, risk must be calculated more precisely because leverage can increase both profits and losses.
The course also introduces the concept of planning around dividend events.
You will learn how dividend timing works, including:
- Financial result periods
- Market announcements
- Last Day to Trade
- Ex-dividend price adjustments
- Dividend yield planning
- Technical timing around dividend expectations
This section helps traders understand how dividend-related price movement can be analysed and planned rather than guessed.
Course Outcomes
By the end of the course, you should be able to:
- Understand the difference between shares and share CFDs
- Understand the basics of US stock analysis
- Use basic valuation ratios to filter shares
- Identify trend direction using moving averages
- Build simple rules-based trade setups
- Calculate position size using risk and stop-loss distance
- Understand how leverage changes trade risk
- Plan trades around technical levels and dividend events
- Build a more structured approach to equity trading
Equities and Equity CFDs Workshop Pricing
With over 20 years in the markets, Warren has traded it all — from stocks and indices to forex.
He’s trained hundreds of traders, served as Head Market Analyst for IG Markets, and shared his insights on CNBC Africa and leading radio stations.
From 2015 to 2024, Warren coached clients at Standard Bank Securities, running technical analysis webinars and workshops, while also contributing to ABSA Bank’s educational programs.
Today, he’s laser-focused on one thing: helping traders master the markets with proven strategies and clear, actionable training.
Why This Course Is Different
This is not a “buy this stock now” course. The focus is on education, structure, and process.
You will learn how to think through a trade from start to finish:
- What is the company?
- Is it worth further investigation?
- What is the trend doing?
- Where is the entry?
- Where is the stop?
- How much can I risk?
- How will I manage the trade?
That process is what helps traders become more consistent and less emotional.
Is This Course Only for US Stocks?
The course is focused on US stocks and US stock CFDs, because the US market offers a wide range of liquid, well-known companies and strong trading opportunities.
However, the principles are not limited to the US market. The same process can be applied to other listed shares, including South African shares and other international equities.
The course teaches a framework: how to analyse the company, assess the chart, plan the trade, manage risk, and size the position correctly.
Learn how to trade US stocks with a structured plan.
If you want to understand US stocks, US stock CFDs, trend analysis, risk, and position sizing in a practical way, this course will give you the foundation and structure to start building a better trading process.