COURSECA$259
Lifecycle Financial Planning: Investment Stock Valuation
Understanding Methods and Models for Spotting Undervalued Stocks.
schedule 1 hour4.6(14 ratings)
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Created By David Peters
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CA$128
auto_storiesINSTRUCTOR(S)
David Peters
CPA, CFP, CLU, CPCU, MST, MBA
About this course
CPA Alberta
CPA British Columbia
CPA Manitoba
CPA New Brunswick
CPA Nova Scotia
CPA Ontario
Building the right portfolio is tough! You have a limited budget and a seemingly endless number of stocks to choose from. How do you spot undervalued stocks in the market and know which ones should be added in the portfolio? In this class, we will discuss common methods for approaching stock valuation. We will discuss how valuation can vary based on the perspective of the investor, and what assumptions go into discounted cash flow models. We will also show where each model is most useful and where they fall short.
Who should attend: Financial advisors and CFOs who advise on investment and portfolio issues for clients.
This course includes:
schedule1 hours on-demand video
signal_cellular_altBeginner level
task_altNo preparation required
calendar_todayPublished At Sep 29, 2024
workspace_premiumCertificate of completion
errorNo prerequisites
lock1 year access
calendar_todayUpdated At Sep 20, 2024
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