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Lifecycle Financial Planning: Investment Planning - Stock Valuation Concepts

Available Until

Self-study

1.50 Credits

Member Price $59.00

Non-Member Price $89.00

Overview

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.

Highlights

  • Three Measures of Value
  • Efficient Market Hypothesis
  • Portfolio Value
  • Intrinsic Value
  • Gordon Growth Model
  • Required Rate of Return Assumption
  • Free Cash Flow Calculations
  • Two
  • Stage Intrinsic Value Model
  • H
  • Model
  • Residual Income Model
  • Shortcomings of Intrinsic Value Models

Prerequisites

Basic understanding of economics and finance

Designed For

Financial advisors and CFOs who advise on investment and portfolio issues for clients.

Objectives

  • State different ways to define value
  • Recognize single
  • period and multi
  • period intrinsic valuation models and when to use both
  • Identify limitations of intrinsic valuation models

Preparation

None

Notice

This is a self-study/on demand course offered by a 3rd party vendor. Course access information will be emailed directly to you by Peters Professional Education (PPE). The course expires one year from the purchase date.

Leader(s):

Leader Bios

David Peters, Peters Professional Education LLC

DAVID R. PETERS, CPA, CFP, MST, CPCU, CLU

David Peters is the Founder and Owner of Peters Professional Education and Peters Tax Preparation & Consulting, PC. He is also a financial advisor for Peters Financial, LLC. David has over twenty years of experience in financial services, including 3 years in the hedge fund industry and 14 years in the insurance industry. David was the first-ever Chief Financial Officer at Compare.com - a position he held for more than three years.
In addition to running his own professional education website, David is a National Instructor for the AICPA, Surgent, Kaplan, and Don Farmer Tax Seminars. He was a recipient of Surgent's Outstanding Discussion Leader award in 2019 and 2022, as well as the AICPA's Outstanding Facilitator Award in 2021 and 2023. He regularly teaches courses in accounting, finance, insurance, financial planning, and ethics throughout the United States. David holds four masters degrees, and is currently pursuing his PhD in Financial Planning. He contributes regularly to various CPA publications, including NCACPA's Interim Report, SCACPA's CPA Report, and VSCPA's Disclosures. David was also a co-author of the 2018, 2019, and 2020 Virginia CPA Ethics courses - a required course for all CPA's licensed in the Commonwealth of Virginia.

  • Website:  www.petersprofessionaleducation.com
  • YouTube: www.youtube.com/@DavidPetersFinancial
  • LinkedIn Company: https://www.linkedin.com/company/95657499/admin/analytics/updates/
  • LinkedIn Personal: https://www.linkedin.com/in/david-peters-financial/
  • Facebook: https://www.facebook.com/davidpetersfinancial
  • Twitter/X: https://x.com/DavidPFinancial
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Non-Member Price $89.00

Member Price $59.00

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