CRC 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
• 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.