The Analysis and Valuation of Stocks

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.
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6 Weeks / 24 Course Hrs
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Course code: 10f

This comprehensive course is 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.

The 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.

What you will learn

  • Learn how to read financial statements and calculate financial ratios
  • Understand how to perform industrial comparisons and value stocks
  • Learn how to conduct economic and industrial research

How you will benefit

  • Gain a strong foundation in the valuation of stocks
  • Learn in a stress free environment using simple, everyday language you can understand
  • Feel more confident in your ability to make wise investments

How the course is taught

  • Instructor-led or self-paced online course
  • 6 Weeks or 3 Months access
  • 24 course hours

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'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.

Requirements:

Hardware Requirements:

  • This course can be taken on either a PC or Mac.

Software Requirements:

  • PC: Windows 8 or later.
  • Mac: macOS 10.6 or later.
  • Browser: The latest version of Google Chrome or Mozilla Firefox are preferred. Microsoft Edge and Safari are also compatible.
  • Adobe Acrobat Reader.
  • Software must be installed and fully operational before the course begins.

Other:

  • Email capabilities and access to a personal email account.

Prerequisites:

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.

Instructor-Led: A new session of each course begins each month. Please refer to the session start dates for scheduling.
Self-Paced: You can start this course at any time your schedule permits.

Instructor-Led: Once a course session starts, two lessons will be released each week for the 6 week duration of your course. You will have access to all previously released lessons until the course ends.
Self-Paced: You have 3 month access to the course. After enrolling, you can learn and complete the course at your own pace, within the allotted access period.

Instructor-Led: The interactive discussion area for each lesson automatically closes two weeks after each lesson is released, so you're encouraged to complete each lesson within two weeks of its release.
Self-Paced: There is no time limit to complete each lesson, other than completing all lessons within the allotted access period.

Instructor-Led: The final exam will be released on the same day as the last lesson. Once the final exam has been released, you will have two weeks plus 10 days (24 days total) to complete the final and finish any remaining lessons in your course. No further extensions can be provided beyond these 10 days.
Self-Paced: Because this course is self-paced, no extensions will be granted after the start of your enrollment.