Stock Selection and Analysis

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: January 2018
Re-versioned: July 2016

Learning Obj​​​​ectives

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


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​​​

ICB Certifications: 1.0 CRSP, CSOPCTFA​​​​
ABA Certificates: This course applies to the ABA Certificate in Trust: Intermediate​.

​Questions? Please contact for more information.

 Benefits of Self-Paced Training

  • Ultimate flexibility
  • Quizzes to support learning
  • Mobile format available

 Registration & Pricing


Individual Purchase:
ABA Member
 • $175
Non-Member • $225

Purchase for a Team:
To license this course to your bank for multiple learners, please contact ABA Training.​


 Related Training