Public Retirement Plan Administration Elearning Part 2: Fundamentals of Investments

Three, 90-minute recorded webinars with 15 question CE exam to earn 1.5 CE credits per session.

Retail: $225.00

Continuing Education Credits Available:
Approved for 4.5 CRC CE credits (1.5 per monthly session). 15 question exam required for each session. Reporting to InFRE for CRC CE credits is free. Please include your CRC ID number at checkout.

  • 3, 90-minute previously recorded courses (4.5 hours of content)

  • Print version of Fundamentals of Investments, Part 2 of InFREs Certified Retirement Counselor study program, a $150 value

  • Audio versions of each course are available for download

  • Certificate of completion suitable for framing is awarded upon successful completion of 12, fifteen-question online exams
Course Description:
It is important for all retirement professionals associated with public sector retirement plans call center, plan administrators, plan sponsors, board members to thoroughly understand the basic concepts and terminology of the investments involved in helping employees secure their retirement futures through their employer-sponsored retirement plan.

In this course, youll gain familiarity with investment concepts that are critical to effective retirement counseling.

Topics covered in this course 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