CRC 2 Fundamentals of Investments

Provides a comprehensive review of investment products and presents investment concepts that are critical to effective retirement counseling.

Price: $140.00
Quantity

Approved for 7.5hrs 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 or InFRE can report credits for $25 per course.
 
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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:

• Common and preferred stock


• Bonds


• Short-term instruments


• Mutual funds


• guaranteed investment contracts


• stable value funds


• annuities


• combination products


• reverse mortgages


• Managing risk through diversification


• Asset allocation and portfolio management


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