Finance and investing workshop
A full day to understand how to invest, how to measure risk and who to invest with.
Date to be announced. Subscribe and I will let you know first.Notify me when it opensOnline and in-person courses where every concept comes with its formula, its data and a model you can use. Courses are taught in Spanish.
Almost no course starts by telling you this. I'd rather you know it before paying for one, including mine.
I don't promise you'll win. I teach you to measure your risk before opening a trade, to calculate the size of each position and to practice on a demo account before risking real money.
Transparency: I work with brokers as an introducing broker and receive a commission when someone opens an account. I explain how it works in the course.
Analysis tools to build portfolios of currencies and cryptocurrencies in the FOREX market: data-driven strategies, financial models to decide under uncertainty, and real practice on a demo account.
Tuesdays and Thursdays · 3 hours per session · 5 weeks
History of the market, traded assets, intermediaries and regulation, platforms.
Fundamental and technical analysis, trends in currencies and crypto, risk versus return.
Objective decisions, basic strategies, dashboards and sensitivity analysis: what if…?
Installation, demo account, real-time information monitor and implementing your strategy.
Real-time charts, automated strategies, how to set a stop loss, and case studies.
Common mistakes, the future of the market (algorithms and AI) and moving from the simulator to a real account.
Final project: executive summary of a case study, presentation of results, recommendations and feedback.
Build and evaluate a portfolio in Excel with real data from currencies, metals and crypto assets: return, risk, correlation and the efficient frontier, step by step.
A full day to understand how to invest, how to measure risk and who to invest with.
Date to be announced. Subscribe and I will let you know first.Notify me when it opensPosition size, stop loss and exposure, measured with numbers before opening a trade.
Notify me when it opensFinancial education for teams, events and organizations, in person or online.
Request informationNo. We start from the basics and every formula is explained with an Excel example you can reproduce.
In Spanish. The materials and examples are in Spanish as well.
Yes. When you pass the final project you receive a digital certificate of completion from Colegio Trading with a unique ID and a digital badge you can add to your LinkedIn profile. It is a continuing-education certificate; it is not an officially recognized degree or diploma from Mexico’s Ministry of Education (SEP).
No. They are educational courses: they give you tools to measure risk and make decisions, not promises of returns.
Yes. We issue Mexican electronic invoices (CFDI). Request it when you enroll and send us your tax details.