Course Code: 10f
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.
A comprehension of high school mathematics and an interest in researching stocks is needed for this course.
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 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 three-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 2 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 before your three-month access expires.
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 2 weeks plus 10 days 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.
Aaron did a very good job of making a dry subject interesting and enjoyable. His addition of personal experiences was also humorous. His discussion responses were to the point and supportive. I would recommend his course for anyone interested in stocks and investing."
Aaron, GREAT class. I enjoyed it very much and learned a lot! I like your style of teaching, you made a tough and complicated subject, with some DRY material, come to life through stories and some life lessons. Thank you."
I had been looking for a course like this for years. This course should have some great applications in the real world."
I had very little understanding of stocks which is why I took this course. This class most definitely exceeded my expectations. Aaron did an excellent job of conveying detailed technical information in a useful and practical manner. I feel that I now have useful tools to finally make intelligent decisions when picking stocks. Thanks, Aaron!"
I have a BS in Bus. Admin. and I feel I learned more in the 2 classes that Aaron taught than I did in college! This opened my eyes to the finance world and I thoroughly enjoyed both classes. Thank you, Aaron."
I have been trying to learn more about the method of investments and stocks since I became disabled eight years ago. I read books in regards to this area but they are very dry and technical, this course was created by an instructor who has excellent insight into the understanding of how to communicate this information in a fashion to benefit everyone who takes the time to take the course. I have recommended this course to many of my friends who also are interested about the same information. Aaron is a wonderful instructor and I look forward to taking his next class on stocks. Thanks so much for the insight!"
Terrific course, I learned a great deal. I'd been trying to grasp this stuff using various texts, but not doing too well at it. After this course, I feel like I can actually read a financial statement and get something useful from it. The material was explained incredibly well. I was very happy with the promptness and quality of responses to my questions."
The course content and instructor were far beyond what I expected. I learned more from twelve lessons than I would have learned in years of self research and study!"
This 61-year-old grandmother was able to understand and enjoy this class. No one should hesitate to take it because they fear it will be too difficult. I learned a lot about placing a value on stocks."
This course has equipped me with tools that have increased my confidence in being able to pick great companies for a good price. I've already been putting these tools into practice in building my stock portfolio."