The Analysis and Valuation of Stocks

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.
6 weeks / 24 Course Hrs
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  • Details
  • Syllabus
  • Requirements
  • Instructor
  • Reviews

Details

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.

Enrollment Options:
Instructor-Led
6 weeks Access Course Code: 10f
Start Dates*Dec 11 | Jan 15 | Feb 12 | Mar 18
*Choose start date in cart
$79.00
Self-Paced
3 Months Access Course Code: T9653
No Instructor, Start Anytime
$100.00

Syllabus

Introduction and Welcome

Introduction to Annual and Quarterly Reports

Financial Statements—Part I

Financial Statements—Part II

Financial Ratios—Part I

Financial Ratios—Part II

Case Studies and Industrial Comparisons

The Value of a Stock

Valuation Techniques

Economics and the Outside Environment

Researching Resources

Requirements

Requirements:

Hardware Requirements:

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

Software Requirements:

  • 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.

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

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.

Reviews

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.