CE 12 Fundamentals of Investments Print



7.5 CRC® & 5 CFP® hrs CE
In CRC® course #2, you'll gain familiarity with investment concepts that are critical to effective retirement counseling.

Price: $130.00

Continuing Education Credits Available:
Approved for 7.5 CRC® & 5 CFP® CE credits. After passing the exam, reporting to InFRE for CRC® CE credit is free. CFP credits can be self-reported for free.
 
Click to look inside:
Preview the course contents here for Course 2.
 
Course Description:

For a retirement program to work as envisioned, retirement professionals must thoroughly understand the basic concepts and terminology needed to help clients/participants/employees invest wisely for their long-term retirement goals.

In this course, you’ll learn investment concepts that are critical to effective retirement counseling. Emphasis is on training the retirement counselor to assist members/participants in feeling comfortable with the investment decisions that must be made to achieve a financially worry-free retirement. The course includes a discussion of how to present the information in the course to members/participants.

In CRC® #2 you’ll gain familiarity with investment concepts that are critical to effective retirement counseling. Topics include:

  • The basic investment instruments

  • Common and preferred stock

  • Bonds

  • Short-term instruments

  • Mutual funds

  • Annuities and guaranteed contracts

  • The various fee structures associated with these investments

  • Managing risk through diversification

  • Asset allocation and portfolio management

  • The important aspects of time horizon and goal-appropriate investing


Specifications:
Hard copies of study guides are provided in a perfect bound format for storage and reference.

Save

Save

Save

Save

Save

Save

Save

Save