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Investment & Trading: A Logical and Knowledge Based Approach
Role Play
Highest Rated
Rating: 4.6 out of 5(202 ratings)
2,741 students

Investment & Trading: A Logical and Knowledge Based Approach

This is JUST A GUIDE on What to Study, How to Study, and Where to Begin in Stock Market. For students across the Globe.
Role Play
Highest Rated
Created byCol (Dr) Shabbar Shahid. M-Tech, MBA(Fin), CE, FIE(I), PhD, Sofia Shahid
Last updated 8/2026
English
English [Auto],Spanish [Auto],

What you'll learn

  • A Logical and Knowledge based approach to Investment
  • How to systematically go about choosing the learning path to investment and Trading
  • Why investment is important
  • Differentiate between Investment and Trading in Stock Market
  • Why and How to choose a particular investment---Concept of Fundamental Analysis
  • Why Knowledge of Finance is important in any investment
  • What you need to know before Investing in Mutual Funds

Course content

1 section • 23 lectures • 2h 58m total length

  • Welcome note1:08

    Investment and trading course welcomes you to enhance your knowledge and invites your suggestions, with pacing that accommodates global students and adjustable video speed.

  • Promo/Introduction3:06

    Explore a logical, knowledge-based approach to investment and how to invest surplus, save for the future, and secure financial well-being through informed decision making.

  • Prologue7:56

    Identify the clear differences between investment and trading, contrast wealth growth with regular profits, and learn a knowledge and logic based approach to investing.

  • What is the Logic and why knowledge?5:21

    Explore the logic of investment and why knowledge matters to grow surplus money, weighing options from lockers to banks to investments, and balancing risk with potential growth.

  • The Quest for Knowledge5:25

    Investing is essential for your future, while trading remains a profession; build knowledge across finance basics, stock market concepts, mutual funds, derivatives, analysis types, and psychology via a multi-course path.

  • What is knowledge and what knowledge is needed for investment?6:15

    Explain how knowledge differs from observation and why finance basics are essential for investment. Cover inflation, risk, liquidity, time value of money, debt, equity, diversification, and ROI.

  • The Approach to Investment and Trading6:24

    Learn to differentiate participative, entrusted, and personal asset investments, assess liquidity and risk, and grasp stock market essentials, roles, and strategies for investors and traders.

  • The Choice between Investment and Trading2:57

    Choose as an investor or trader based on your holding period, and learn that investors use fundamental analysis while traders use technical analysis.

  • You as a student matter the most to me...2:19

    Students learn how honest reviews and thoughtful feedback influence future learners on Udemy, including when to post and how ratings affect visibility.

  • Being an Investor. Fundamental Analysis25:23

    Develop a long-term investor mindset through fundamental analysis. Perform industry analysis, then company analysis, then financial statement analysis (balance sheet, income statement, cash flow), and compare using ratios.

  • What to learn in Financial Statements or Fundamental Analysis6:19

    Learn to read and analyze financial statements by mastering the balance sheet, income statement, and cash flow statement, plus key ratios for fundamental analysis.

  • If you choose to be a Trader...How do you go about trading?6:47

    Investors should follow a fundamentals-based approach and study financial statements before trading. Traders should learn technical analysis and futures and options, guided by structured instruction from qualified instructors.

  • What should you learn about Futures as a Derivative?7:43

    Learn futures first, then options, and master derivatives concepts like forwards, margin, spot vs futures, contango, backwardation, and hedging. Practice risk management with stop loss and a covered position.

  • What should you learn about Options as a Derivative?8:22

    Learn the reasoning behind options as derivatives by exploring calls and puts, option chains, strike prices, time value, intrinsic value, premium, hedging, Greeks, and the limited vs unlimited risk.

  • The Mutual Fund Route. Understanding Mutual Funds5:21
  • Investment vis a vis Trading. Invester's mind set9:31

    Adopt a logical approach to investment and trading using fundamental analysis to identify growth stocks for investment. Understand how indices generally trend upward over time, while individual stocks may not.

  • Investment vis a vis Trading. Trader's mind set21:51

    Compare investment and trading mindsets by choosing a three-month decision horizon, and adopt a technical analysis driven approach over speculation to guide futures, options, and derivatives trading.

  • Approach to Tech Analysis. Part 17:32

    Explore a logical, knowledge-based approach to investment by understanding technical analysis as price and volume. Learn how charts and candles reveal buyer demand to guide trades.

  • Approach to Tech Analysis. Part 210:59

    Study how price and volume drive technical analysis, master candlestick basics and simple reversal patterns, then progress through conceptual and contemporary indicators in a four-step sequence to trade more profitably.

  • Approach to Tech Analysis. Part 313:35

    Learn a structured approach to technical analysis using conceptual indicators, price and volume, and candlesticks and reversal patterns, with Dow theory, support and resistance, trends, triangles, and breakouts.

  • The Way Forward9:05

    Structure your learning path from basic finance to stock market mastery, including mutual funds, futures and options, fundamental and technical analysis, and the psychology of money.

  • Gurudakshina1:07
  • Understanding Investment and Trading
  • Getting Started: Your First Steps into the Stock Market
  • Clarity Call: Investing vs Trading—What’s Right for Me?
  • Advanced Pathways: Futures, Options & Risk Mastery
  • BONUS and Guidance3:46

    Download the full course pdf handout and explore promotional discount coupons for other courses, with direct support via the platform, email, or WhatsApp. Leave a rating if you found value.

Requirements

  • No prerequisites. The process of investment and trading is explained from basics. Hence, one just needs a desire to invest.
  • A clear mind and a desire to learn about investment or trading is good enough to take this course
  • BEFORE YOU ENROLL, PLEASE NOTE:- This is not a course which will make you proficient in any particular thing but it is a guide which shows a logical, systematical and knowledge based approach to investment and trading. In each lesson, the instructor guides you as to what you should know and he also advises you that you can learn those things from a book or by surfing for free content over the internet. He also gives references to his relevant courses on Udemy and tells you that just in case you choose to have a structured learning, you may consider enrolling for his courses at your choice.

Description

Are you curious about stock market investing or trading but overwhelmed by scattered information on YouTube or Google? Do you want a step-by-step guide that shows you what to learn, in what order, and how to build your financial knowledge systematically?

This course is your ultimate self-learning guide to the world of investing and trading. It’s designed for professionals, students, and finance enthusiasts who seek a logical, structured, and knowledge-based approach to financial markets.

Instead of offering shallow tips or quick tricks, this guide—crafted by Col (Dr) Shabbar Shahid, a finance educator with over 40 years of experience—focuses on the "learning path" itself. You’ll explore core investment and trading concepts, understand what knowledge is essential, and discover where to find reliable learning resources, including references to the instructor’s in-depth Udemy courses for structured progression.


Please note: This is a learning roadmap, not a full-fledged investing course. It does not make you an expert overnight, but it equips you with the clarity to become one.


What You’ll Learn:

This course guides your financial learning journey and prepares you to confidently choose your next step. You’ll learn:

  • Why logic and knowledge matter in investment and trading

  • The difference between investment and trading mindsets

  • What knowledge you need to become an informed investor

  • What to study about financial statements and fundamental analysis

  • What to study about futures and options

  • How to begin learning technical analysis

  • How to go about understanding mutual funds and their relevance

  • A step-by-step learning sequence for serious self-learners

  • How to identify your ideal financial learning path


Who Is This Guide For?

This guide is ideal for:

  • Beginner investors seeking a clear roadmap for learning the stock market

  • Self-learners and corporate professionals short on time for classroom courses

  • Aspiring traders looking for clarity before diving into strategies

  • Students or finance enthusiasts wanting a structured approach to study

  • Experienced traders wanting to revisit foundational knowledge

  • Anyone confused by market jargon or unsure where to start


About the Instructor

Col (Dr) Shabbar Shahid is an Army veteran, post-graduate mechanical engineer, MBA in Finance, Chartered Engineer, Fellow of the Institution of Engineers (India), and Doctorate in Management. With over four decades of experience and a Distinguished Instructor rating from the Military College of Electronics and Mechanical Engineering, he brings clarity, structure, and practical wisdom to finance education.

He is the founder of PRUDENCE Engineering and Financial Consultants and has mentored thousands of learners across disciplines.


What Makes This Guide Unique?

  • Not just content—but how to learn the right content

  • Focus on logical, structured understanding rather than shortcuts

  • Ideal for self-paced learners and working professionals

  • References to complementary Udemy courses for deeper dives (optional)

  • Emphasis on risk awareness and responsible learning


Important Note Before Enrolling:

This is not a trading strategy or quick-profit course. It is a learning guide designed to direct you toward the right learning path and concepts. You are free to explore external materials or enroll in referenced courses based on your preference.

All references to other Udemy courses are informational only and do not obligate you to enroll.

Legal Disclaimer

This course is for educational purposes only. Investment and trading involve financial risk. Always conduct your own research or consult a certified financial advisor before investing.

Start Your Financial Learning Journey Today. Don’t let the fear of complexity keep you away from building wealth. Enroll now to gain clarity, structure, and direction in your investment and trading journey — and take the first step toward informed financial independence.

Who this course is for:

  • Novice Investors and Traders interested in Self Learning
  • This course is particularly suitable for young people who have not yet begun their investment journey
  • Experienced Traders who trade with experience but without a formal structured knowledge
  • Financial Enthusiasts interested in Self Learning
  • Professionals seeking guidance
  • Those seeking a clarity on the subject

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