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Courses/Finance/Investing

Mastering Stock Investing

Learn Essential Principles, Technical Analysis, and Advanced Techniques to Optimize Your Portfolio and Maximize Returns

Created byPeter Brown
4.7
(147 reviews)
BeginnerUpdated May 30, 2024
Mastering Stock Investing

What You'll Learn

check_circleMaster the basic principles of running a stock portfolio.
check_circleLearn how to use Technical Analysis correctly.
check_circleLearn the criteria used to ensure good asset selection.
check_circleLearn how to deal with losing positions.
check_circleDiscover the pitfalls most fall into.

About This Course

With all that is going on in the stock market these days, now is a great time to learn the skills to manage your own stock portfolio. Remember, in general, stock prices rise on average 7% per annum, so the market is skewed in your favor. The main reason individuals fail to make money in stock investing is that they fail to learn two vital principles:

  1. How to set the criteria that any assets must pass before entering your portfolio
  2. How to handle underperforming assets

Just knowing these two investing principles will help avoid investing in poor-quality assets, chasing the herd, and freezing into bad assets, which can destroy a portfolio—one bad apple, etc.

The course is suitable for beginners and advanced investors. Over the course of the three modules, we cover the following:

MODULE 1

  • Investment Outlook
  • Historical Returns
  • Basic Investing Principles
  • Crypto Investing
  • How Much Profit Could I Expect to Make?
  • What Are the Downside Risks?
  • Human Psychology: How It Affects Returns
  • Getting Access to the Market
  • Fees and Charges
  • Investment Platforms
  • Investing Assets – Stocks, ETFs, Funds
  • What Should I Read / Maintaining a Macro View
  • Making an Investing Plan
  • Introduction to Technical Analysis

MODULE 2

  • Using Technical Analysis
  • Portfolio Construction
  • The Difference Between Investing & Trading
  • Getting Started Investing Small Amounts
  • Timing the Market
  • Investing Styles
  • Using Screening Technology
  • How to Evaluate Assets:
    • Relative Strength
    • Piotroski F-Score

MODULE 3

  • How to Evaluate Assets:
    • Sentiment Analysis
    • Seasonality
    • Key Ratios
  • Advanced Concepts:
    • Shorting the Market
    • Using Leverage
    • Financial Options
  • 10 Key Pointers for Stock Investing
  • Pitfalls to Avoid
  • Tax Efficiency
  • Checklist

Duration: 3 modules, each 45 minutes long

Your Instructor

Peter Brown
Peter Brown

Managing Director Baggot Investment Partners

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star147 reviews

Peter Brown - Biography Peter has over 40 years’ experience in the financial markets and has managed treasury operations in financial institutions including CitiBank, Barclays, BNP and Ulster Bank. Peter is an expert in foreign exchange, interest rate and market risk and has implemented treasury processes and procedures for several financial institutions. Peter founded The Institute of Investing and Financial Trading in 2010, where he developed and delivered courses in trading and investing, designed for individuals who wanted a greater understanding of financial markets. In 2015 he co-founded Baggot Investment Partners who specialise in building and maintaining investing strategies for clients using best global product. Peter’s economic analysis and expertise about the financial markets, is highly sought after by the Irish and international media. His direct manner, alongside his honest and clear assessments of present economic conditions, makes him exceedingly popular with the public and the media alike, he features regularly on RTE, TV3, BBC World, RTE Radio, Today FM and Newstalk, The Irish Independent and the Examiner Newspapers. Peter is a regular lecturer for CPA in Ireland and MyCPE.com in the United States.

Credit Information

Is this course eligible for my CPD requirements as a Canadian CPA?

Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.

Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.

What Students Are Saying

4.7
Student's Choice
147 reviews

Frequently Asked Questions

We are a registered provider with 327+ associations and regulatory bodies worldwide. We operate across 29 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.