Financial Markets

Stock Analysis

Course Overview:
This course serves as an introduction to stock investing and the analysis techniques used to evaluate different stock investing opportunities. The main classes and classifications of stocks as well as the various types of charting patterns for stock analysis are described. Typical stock cycles as well as pinpointing a stock's position on the clock are also explained.

Learning Objectives:

After completing this course, participants should be able to:
  • Define the concept of gamma and calculate its effect on an underlying security's price.
  • Identify the effects of a stock split on a company's stock price.
  • Differentiate between the various stock charting patterns.
  • Define the concept of beta and calculate total beta based on a given portfolio.
  • Differentiate between the various types of moving averages.

Prerequisites/Advanced Preparation:

Basic knowledge of finance principles and practices

Speaker / Author:

Rich White is a financial writer and editor with over 25 years of experience in the financial services industry. Mr. White graduated from Vanderbilt University in 1972 with a B.A. degree, major in English, and has held Series 7 and 63 licenses.

His areas of special interest include financial planning and retirement plans, annuities, equities, fixed income securities, mutual funds, insurance products, seminar selling, retirement analysis and illustrations, prospecting skills and tax-efficient investing. He writes a regular column and weekly blog for the advisor Website BenefitsPro.

Among the clients Mr. White has served are: American Express Financial Advisors, AXA Financial, the Bond Marketing Association, Chase Manhattan Bank, Citibank, the Closed-End Bond Fund Association, Conseco, Coregis, Dime Savings Bank, Evergreen Funds, First Union National Bank, Fleet Boston Financial Corp., Frank Russell Company, GE Capital, Guardian, Invesco, J. & W. Seligman, MacKenzie Financial Services, MetLife, Orbitex Capital, Prudential Financial, Nathan & Lewis Securities, National Life of Vermont, SEI Investments, Sentinel Funds, TIAA-CREF, William Blair Funds, and Van Eck Funds.

Mr. White is the author of two books written for financial advisors: 12 Steps to Your Personal Success in 401(k)s and Small Business Retirement Plans and How to Find and Keep High Net Worth Clients. Both books were published in 2001.

Mr. White has written the training courses used by the Canadian Association of Independent Financial Advisors (CAIFA) on financial planning, mutual funds and investment markets. He also has worked as editor of professional newsletters published by the former Investors Press: 401(k) ALERT and Variable Products ALERT.

From 1977 to 1981, Mr. White worked as the first full-time Editor-in-Chief of Financial Planning magazine, the monthly trade journal then owned by the International Association of Financial Planning (IAFP).


Price (USD)

Standard: $24.95


Course Code : 99FINCA08

Release Date : 07/29/2015
Expire Date : 09/30/2021
Credits :
CPE 1.00
QAS 1.00

Length : 50min
Course Level : Basic
Course Type : New Standards
Passing Grade : 70%
Format Type : eLearning
Mobile Compatible
Field Of Study : Finance

Theme : Financial Markets

Included In

Returning Subscribers

- OR -