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CRC® Course 2: Fundamentals of Investments

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Course Description:

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
  • 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

Continuing Education Credits Available:

Approved for 7.5 hrs CRC® 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.