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This page explains how to use the academy as a training path, not just as a document library.

How to Use the Material

Material How to use it
Core Training Read in sequence. Each chapter builds judgement before procedure.
Permissioned Resources SOPs, templates and checklists are assigned only after the relevant access role is approved.
Reference Use to confirm terminology, permission boundaries and the operating model.
1. FoundationUnderstand the Dealing Room purpose, responsibilities, handover and reporting standard.
2. Platform AwarenessLearn where evidence comes from: MT4 / MT5, Manager, Bridge, quote tools, Risk Tool and reports.
3. Behavior AwarenessLearn neutral review language for account behavior, fast closure, event trading and execution quality.
4. Risk ControlUnderstand Exposure, alerts, risk status, concentration and approval boundaries.
5. Incident HandlingPractice quote, execution, quote source and client-dispute scenarios using evidence and timelines.
6. Operating StandardsApply shift start, live monitoring rhythm, escalation writing, audit trail and SOP standard.

First Three Days for New Trainees

Stage Material Completion Standard
Day 1 Chapter 1 + Chapter 2 Explain what the Dealing Room does, where evidence comes from and how orders and quotes move through the system
Day 2 Chapter 3 + 6.1 Shift Start Control Complete an opening check and know when to review Bridge, quote sources, Exposure and the event calendar
Day 3 Chapter 5 Incident practice + 6.3 Escalation Writing Write an exception update with facts, scope, evidence, current action and next update time
Access review Observed by the responsible lead SOPs, templates and checklists are released only after role approval

Minimum Operating Habits

Observe clearly Check the right source Record evidence Escalate with context Stay within authority

What Not to Do

Most early mistakes come from concluding too quickly, not from missing one dashboard. Avoid:

  • Do not infer root cause without evidence.
  • Do not treat client profit, fast closure or large size as abnormal by itself.
  • Do not assume moving charts mean quotes are healthy.
  • Do not change strategy, group, symbol or production settings without authorization.
  • Do not tell a client "the platform is wrong" or "the client is wrong" before verification.
  • Do not hand over open items without a Shift Leader / follow-up, next action and next update time.

Quick Reference

Signal Check First Do Not Rush To
Price spike / bad tick Client Terminal, tick time, Bid / Ask, quote-source comparison, Bridge log Admit off-market pricing
Off-market concern Quote sources, spread, reference market, server time, affected orders Rely on one screenshot
Large-order alert Size, symbol, client group, event window, Exposure change Label the client abnormal
Fast-closure alert Open/close time, holding time, repetition, post-trade price movement Judge only by profit
Bridge queue rising Current queue, baseline, order volume, platform-rule reject / timeout Ignore it because status lights are green

Practical Decision Checklist

Before escalating or taking action, confirm:

  1. What happened?
  2. Which account, group, symbol, system or time window is affected?
  3. What evidence has been verified?
  4. Is the issue quote-related, order-flow related, platform-related, risk-related or client-related?
  5. Who owns the next decision?
  6. Which action is outside current permission?

Completion Standard

A trainee is ready for further review only when they can demonstrate stable evidence quality, clear handover, disciplined escalation and respect for permission boundaries. Reading a page is not the same as approval to operate.