Public Sector Retirement Plan Administrator Series Part 2: Fundamentals of Investing



7.5 hrs CRC CE
Part 2 of 4 discusses trustee-directed and participant-directed investments within retirement plans and explains portfolio management theories, investment policy statements, risk and return.

Price: $150.00

Continuing Education Credits Available:
Approved for 7.5 CRC® CE credits. After passing the quiz, reporting to InFRE for CRC® CE credit is free.
 
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Course Description:
Whether the retirement program is a defined benefit plan, where the employer experiences investment risk, or a defined contribution plan where the risk is transferred to employees, it is important for the retirement professional to understand investing within a retirement plan.

This course will expand your technical expertise by covering the fundamental concepts and terminology necessary for effective investing along with topics such as risk analysis, security valuation, measuring performance, and portfolio management and strategies.

In addition to learning the more technical investing principles and strategies important for retirement professionals, you will also gain practical information concerning related topics such as:

  • the fiduciary responsibilities of the administrator and investment managers

  • safe harbor plan designs and features; investment policy statements in a defined benefit and defined contribution plan

  • issues and concerns when selecting, monitoring and replacing an investment manager

  • and other investment issues specific to the various types of employer-sponsored retirement plans including both qualified and nonqualified plans.

Specifications:
Hardcopies of series guides are provided in a perfect bound format for storage and reference. Individual courses may be purchased for $150/course. When purchasing the complete series at once you will receive a $50 discount.

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