Stock Selection and Analysis

$135.00

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