Stock Trading Suite
If you want to learn how to make money in the stock market wisely, this series will give you the tools you need for successful investments. Learn the fundamentals of investing by learning the ins and outs of the stock market, retirement planning, and personal financial goals.
Once you've mastered the basics, you'll move on to techniques for valuing stocks, including how to read financial statements and conduct economic research and how to buy, sell, and profit with tools used by professional investors. Complete this series and learn to leverage your investment dollars in any type of market.
There are three, six-week blocks in this suite:
Stocks, Bonds and Investing The Analysis and Valuation of Stocks Introduction to Stock Options
Lesson Structure
Stocks, Bonds and Investing
Looking for a good solid class in the basics of stocks, bonds, finance, and investing? Wish you had some guidance to put your finances into clear and understandable perspective? And do you wish you could do it all without having to pay a broker or a financial advisor? Well, look no further. The class you need is right here!
This course won't just throw a bunch of terms at you, expecting you to memorize everything. The instructor takes the time to explain concepts in detail so that you understand how and why things work in the investment world.
- Overview of class
- The theory and importance of investing
- First things first
- Stocks, bonds and mutual funds - part i
- Stocks, bonds and mutual funds - part ii
- The markets and exchanges
- Processes, players and operations
- Trades and the trading process
- Retirement programs
- Picking stocks
- Types and the importance of research
- Researching resources
The Analysis and Valuation of Stocks
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.
- Introduction
- Introduction to annual & quarterly reports
- Financial statements part 1
- Financial statements part 2
- Financial ratios part 1
- Financial ratios part 2
- Case studies and industrial comparison
- The value of a stock
- Valuation Techniques
- Economics & the outside environment
- Researching resources
- Hodgepodge
Introduction to Stock Options
Learn how to evaluate, buy, sell, and profit with investment tools that were once thought to be only for the pros. This course will teach you how to protect your portfolio and profit in a down market, an up market, or even a flat market. Learn to leverage your investment dollars for potential profits that surpass those possible with stocks.
- Defining stock options
- Basic terms and concepts
- Understanding option price charts
- Understanding premium pricing
- Option profit-loss graphs
- Buying long call options
- Selling short call options
- Covered call options
- Buying long put options
- Selling short put options
- Advanced option strategies
- Course summary and guideposts
Instructor Bio:
Matt Crabtree
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 Defence, 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.