Stock Selection and Analysis


Stock Selection and Analysis differentiates between common and preferred stock, and the top-down and bottom-up approaches to fundamental analysis. This course identifies the indicators and methods that analysts use to select stocks. It identifies theories, how investor sentiment is used, and how the flow of funds in the market affects technical analysis.  This course identifies stock exchanges and the different types of stock trades, as well as stock investment 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.


Learning Objectives: 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