Skip to main content

How to Research and Select Stocks


Course Information

Location: 455 County Center, Room 101 – Redwood City

Recommended for those who desire detailed information on how to make more informed stock selections. Participants will gain an understanding of how to research, study, and invest in stocks.


  • Learn what factors to include in your written stock selection policy
  • Discover various elements that make up a diversified stock portfolio
  • Identify key ratios used to analyze a stock’s value
  • Learn key stock selection strategies used by analysts and professionals
  • Uncover major mistakes many investors make when investing in stocks

Instructor Bio:

Louise Wen, CFP® has always had a passion for helping others understand complex financial topics. Before joining Financial Knowledge in 2014, she helped clients improve their finances through financial literacy classes as well as private coaching at non-profits and community organizations.