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  • Elearning Retirement Plan Administration Training Course 2

Elearning Retirement Plan Administration Training Course 2

Fundamentals of Investments

Part 2 of InFRE’s Retirement Plan Administration Training Series discusses trustee-directed and participant-directed investments within retirement plans and explains portfolio management theories, investment policy statements, risk and return.

 

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.

 

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.

Introduction to Investments: Ch 1-4 *1.5 hours of CRC® CE Available*

To gain the most from these sessions, we recommend the following steps in order:

  1. Download and print your handout prior to viewing the elearning course (great for
    learning support and note taking). Please click here to download the handout.
  2. Once you have the handout printed, please click here to view the elearning course or click here to listen to the mp3.
  3. After viewing, if you want to receive 1.5 InFRE CRC® CE and/or Certificate of Completion credit for this course, you have to complete an online quiz. Please click here to take the course quiz.

Introduction to Investments: Ch 5-7 *1.5 hours of CRC® CE Available*

  1. Download and print your handout prior to viewing the elearning course (great for
    learning support and note taking). Please click here to download the handout.
  2. Once you have the handout printed, please click here to view the elearning course or click here to listen to the mp3.
  3. After viewing, if you want to receive 1.5 InFRE CRC® CE and/or Certificate of Completion credit for this course, you have to complete an online quiz. Please click here to take the course quiz.

Introduction to Investments: Ch 8-9 *1.5 hours of CRC® CE Available*

  1. Download and print your handout prior to viewing the elearning course (great for
    learning support and note taking). Please click here to download the handout.
  2. Once you have the handout printed, please click here to view the elearning course or click here to listen to the mp3.
  3.  After viewing, if you want to receive 1.5 InFRE CRC® CE and/or Certificate of Completion credit for this course, you have to complete an online quiz. Please click here to take the course quiz.