Differentiates between common and preferred stock, and 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 strategies.
Updated: April 2019
Re-versioned: July 2016
What You'll Learn
After completing this course, students will be able to:
- Identify the different categories of stock
- Describe fundamental analysis
- Describe technical analysis
- Identify stock trading methods and strategies
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.
Course Credits
ABA Professional Certifications: 1.0 CRSP, CSOP, CTFA
ABA Certificates: This course applies to the ABA Certificate in Trust: Intermediate.