Stock Selection and Analysis

$135.00

  • Total

SKU: 10358 Category: Tag:

Description

Explains the characteristics of equity securities. Describes equity investment categories and classifications. Differentiates between the top-down and bottom-up approaches to fundamental analysis. Identifies indicators and methods that analysts use to select stocks. Identifies theories, how investor sentiment is used, and how the flow of funds in the market affects technical analysis. Identifies stock exchanges and different types of stock trades, and stock investment and trading strategies.

What You’ll Learn

After completing this course, students will be able to:

  • Identify the different categories and classifications of equity securities
  • Describe fundamental analysis to evaluate and select equity securities for investment portfolios  
  • Describe technical analysis to evaluate and select equity securities for investment portfolios  
  • Identify stock trading methods and strategies

Additional information

Audience

Trust officers with at least three years of personal trust experience who need a deeper understanding of technical trust concepts and how solutions work when applied to client needs.

Length

Approximately 35 minutes

Credits

0.75 CRSP, CSOP, CTFA

Member Price

135.00

Non-Member Price

185.00

Course Number

ABA

Location

Online Self-Paced

Vendor

ABA

Course Code

ABA

Prerequisites

None

Day

Online

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