CRC® Course 2: Fundamentals of Investments
CRC® 2 provides a comprehensive review of investment products and presents investment concepts that are critical to effective retirement counseling. After completing this course, you will be able to better assist clients/plan participants by having a solid understanding of basic investment terminology and feeling more comfortable with the investment decisions that must be made to achieve a financially secure retirement.
Topics included in this study guide include:
- Common and preferred stock
- Short-term instruments
- Mutual funds
- Guaranteed investment contracts
- Stable value funds
- Combination products
- Reverse mortgages
- Managing risk through diversification
- Asset allocation and portfolio management
- The important aspects of time horizon and goal-appropriate investing
Continuing Education Credits Available:
Approved for 7.5 hrs CRC® & 5 hrs CFP® CE credits. All CRC® study guide CE quizzes are free. Certificants may not apply CRC® study guides toward CE credit for their first CRC® renewal period after becoming certified and may not submit the same quiz for two consecutive CRC® renewal periods. CFP® credits will be reported by InFRE to the CFP® Board for a fee of $25 per course.