Kase Educational Services
In-House Training in Technical Analysis and Energy Risk Management
Kase and Company offers customizable in-house training courses on technical trading and forecasting, energy hedging, and risk management — taught by practitioners with decades of real-world experience in commodity markets. Kase is also available to speak at client meetings and conferences. All courses can be tailored to your organization’s specific needs, experience level, and market focus.
Built for Energy and Financial Market Professionals
Kase’s educational services are designed for organizations that want to build or deepen their team’s analytical and risk management capabilities — from foundational training for new hires to advanced courses for experienced professionals:
Trading and Analyst Teams
Build or sharpen technical analysis skills — from chart reading and indicator interpretation to advanced forecasting methodology and multi-timeframe trading strategy.
Risk and Hedge Managers
Practical instruction in energy risk management, hedge strategy design, derivative instrument selection, VAR, basis analysis, and the mechanics of executing and managing hedge programs.
New Hires and Onboarding
Foundational courses that give new traders, risk managers, and support staff the vocabulary, conceptual framework, and practical knowledge to contribute quickly.
Procurement and Finance Teams
Training for teams responsible for energy procurement and commodity price risk — covering market mechanics, forward curves, hedging instruments, and risk assessment fundamentals.
Executives and Risk Oversight
Tailored sessions for executives and board members who oversee trading and risk management operations — covering the essentials of commodity price risk without unnecessary technical depth.
Conference and Event Audiences
Kase is available to speak at client meetings, industry conferences, and professional events. Kase has presented to audiences ranging from a dozen participants to over a thousand.
Taught by Practitioners. Grounded in Real Markets.
Kase’s educational programs are designed and delivered by analysts and practitioners who work in commodity markets every day — not by professional educators who have adapted generic curricula for an energy or financial audience. The analytical frameworks taught in Kase’s courses are the same ones used in Kase’s own market research, trading indicator development, and hedge program design.
All courses are fully customizable in length, content, format, and depth. A single-topic half-day session for a small team and a multi-day comprehensive program for a large organization are equally achievable. Kase also has professionally produced training videos available through the Kase Learning Center for organizations that want to complement in-person instruction with self-paced study materials.
Pricing for in-house seminars is dependent on course length, location, number of attendees, and any custom topics. Contact Kase to discuss your organization’s requirements and receive a proposal.
Sample Courses
The following are representative courses. All can be customized — in content, depth, length, and format — to meet your organization’s specific needs and experience level:
Understanding Technical Analysis
An introduction to the fundamentals of technical analysis for professionals who are new to the discipline or who want to build a more solid conceptual foundation. Attendees learn to interpret charts and indicators, read and understand technical price forecasts, and assess trade risk using technical methods.
- Charting basics and chart types
- Candlestick patterns and interpretation
- Geometric formations and pattern recognition
- Trending indicators — moving averages, ADX/DMI, and more
- Momentum indicators — Stochastic, RSI, MACD, and more
- Bar patterns and gaps
- Wave projections and Fibonacci retracements
- Stops and technical risk evaluation
Trading and Forecasting with Technical Analysis
A practical course on applying technical analysis to real trading and forecasting decisions — covering entries, exits, risk management, market direction, and price target development. Designed for professionals who have a working knowledge of technical analysis and want to improve their results.
- Identifying opportune entries and improving entry timing
- Anticipating market turns to improve exits
- Using statistically significant stops to take profit and cut losses
- Reducing risk through multi-timeframe trading
- Evaluating risk and determining trend strength
- Price target forecasting and strategy development
- How to combine technical analysis with fundamental inputs
- Developing a cohesive, repeatable trading strategy
- Improving results with innovative chart and bar types
Introduction to Energy Hedging and Risk Management
A foundational course for new traders, risk managers, and managers of risk and trading personnel. Covers all the basics necessary to understand the terminology, instruments, market mechanics, and practical execution of energy hedges — with no prior hedging knowledge assumed.
- What is commodity price risk and how is it measured?
- Energy hedging and risk management terminology
- Futures and exchange-traded options
- Over-the-counter derivatives — swaps, options, and collars
- Forward curves — structure, shape, and implications
- Executing hedges — mechanics and logistics
- Hedging basis and calendar spreads
- Mathematics of hedge mechanics
Practical Energy Risk Management and Hedging
An intermediate to advanced course covering the full spectrum of what an experienced risk manager, trader, or hedger needs to know — from strategy design and instrument selection through quantitative risk analysis and portfolio-level hedging decisions.
- Determining risk appetite and defining exposures
- Designing a hedge strategy — when, how much, and with what instrument
- Complex derivatives strategies — structures, collars, and exotic instruments
- Risk mathematics and Value at Risk (VAR)
- Estimating risk over time
- Options mathematics and strategies in depth
- Matching derivative instrument choice to market conditions
- Volatility — historic versus implied, and how the math works
- Monte Carlo simulations for risk and position sizing
- Basis, regression, and correlation analysis
What Makes Kase’s Training Different
Kase’s educational programs reflect the same standards of analytical rigor and practical relevance that define all of Kase’s work:
Taught by Active Market Practitioners
Every course is designed and delivered by Kase analysts who work in commodity markets daily — bringing real-world context, current market examples, and genuine subject matter expertise to every session.
Fully Customizable
Content, depth, length, and format are all adjustable. A focused half-day workshop for a small specialist team and a comprehensive multi-day program for a large organization are equally achievable.
Broad Subject Coverage
From technical analysis fundamentals through advanced energy risk management — Kase covers the full spectrum of analytical and risk management skills relevant to commodity market professionals.
Experienced Public Speakers
Kase has presented to audiences ranging from a dozen participants to over a thousand — at client sites, industry conferences, and professional association events across the energy and financial sectors.
Professionally Produced Training Videos
In addition to live instruction, Kase has an extensive library of professionally produced training videos available through the Kase Learning Center — for self-paced study or as a supplement to in-person training.
The Same Frameworks Kase Uses Every Day
The analytical methods, risk management principles, and forecasting techniques taught in Kase’s courses are the same ones used in Kase’s own research, indicator development, and hedge advisory work.
Pricing
In-House Seminar Pricing
Pricing for in-house training programs is based on the scope of the engagement. The following factors determine the final price — contact Kase to discuss your requirements and receive a proposal:
| Pricing Factor | Details |
|---|---|
| Course length | Half-day, full-day, or multi-day |
| Location | Client site or virtual delivery |
| Number of attendees | Small team to large group |
| Custom topics | Additional development for specialized content |
Conference and Event Speaking
Kase is available to present at industry conferences, client meetings, and professional events. Speaking engagements are priced separately from in-house training programs.
Contact us to discuss your organization’s training requirements and to request a proposal.
Request Course Information
Complete the form below to tell us about your organization’s training needs. We will follow up to discuss course options, customization, scheduling, and pricing.
Build Your Team’s Market Expertise
Whether you need a focused half-day session or a comprehensive multi-day program, Kase can design a training experience that meets your organization’s specific needs. Contact us to get started.
