Discover valuable techniques that show you step-by-step how to research and value stocks.
The Analysis and Valuation of Stocks is a comprehensive course designed to provide you with conventional and advanced techniques in researching and valuing stocks. Starting off with the basics, you will learn how to read financial statements and calculate financial ratios, and then move on to perform industrial comparisons, value stocks, and conduct economic and industrial research.
This course is taught in a manner that uses everyday language, simple yet insightful analogies, and a just the facts attitude that you will understand and appreciate. By the end of this course, you will have a strong foundation in the analysis and valuation of stocks.
- This course can be taken on either a PC or Mac.
- PC: Windows XP or later.
- Mac: OS X Snow Leopard 10.6 or later.
- Browser: The latest version of Google Chrome or Mozilla Firefox are preferred. Microsoft Edge and Safari are also compatible.
- Adobe Flash Player. Click here to download the Flash Player.
- Adobe Acrobat Reader. Click here to download the Acrobat Reader.
- Software must be installed and fully operational before the course begins.
- Email capabilities and access to a personal email account.
A comprehension of high school mathematics and an interest in researching stocks is needed for this course.
Instructional Material Requirements:
The instructional materials required for this course are included in enrollment and will be available online.Learn fundamental and advanced techniques for researching and analyzing stocks. This comprehensive course will teach you how to read financial statements, calculate financial ratios, perform industrial comparisons, and conduct economic research.
Get an overview of the best ways to analyze and evaluate stocks and investment opportunities. Then, receive an introduction to annual and quarterly reports as you learn how to read them in order to make better investment decisions.
Learn everything you need to know about various company financial statements that can give you an insight into a company's future stock performance.
Come to understand financial ratios which can provide an indication of the short- and long-term solvency of a company.
Learn industrial comparisons and get an introduction to a few really useful case studies that can help you better evaluate your investment opportunities. Then, learn the true value of a stock.
Gain an understanding of important company valuation techniques. Then, study how economics and the outside environment can affect the value of a company's stock both positively and negatively.
Finally, you'll learn about the resources available to you as you work to research investment opportunities and make sound investment decisions.
Matt Crabtree, CFP ®, earned his Bachelor of Science in Business, Information Systems Management, in 1999, a mini MBA certificate from The School of Management at Yale University in 2004, a certificate in Financial Planning from Pepperdine University's Graziadio School of Business in 2012 and has received the financial industry's most rigorous and prestigious professional designation of Certified Financial Planner ™. After many years in project management, office management, and business sales, Matt began training individuals and organizations in areas of business finance, leadership development, successful negotiations, sales management, and customer service excellence. Matt has trained individuals and various units within the U.S. Department of Defense, as well as corporate organizations including IBM (technology), Accuray (healthcare-technology), and Gen-Probe (molecular diagnostics). Matt is registered as a securities broker with the Financial Authority Regulation Authority (FINRA) and with the U.S. stock exchanges (NYSE and NASDAQ) and as an investment advisor with FINRA. Matt's natural aptitude for explaining his material in an easy-to-understand and enjoyable manner allows each student to gain insights into areas that are often considered challenging.