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CRC 2 Fundamentals of Investments Print

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For a retirement program to work as envisioned, retirement professionals must thoroughly understand the basic concepts and terminology needed to help clients/participants/employees invest wisely for their long-term retirement goals.

In this course, youl learn investment concepts that are critical to effective retirement counseling. Emphasis is on training the retirement counselor to assist members/participants in feeling comfortable with the investment decisions that must be made to achieve a financially worry-free retirement. The course includes a discussion of how to present the information in the course to members/participants.

In CRC #2 youl gain familiarity with investment concepts that are critical to effective retirement counseling. Topics 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

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