Education and Training Solutions
| CE_12 Fundamentals
of Investments |
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15 hours for InFRE® certificants This course is the second course in the CRC® program, and is now available for continuing education credit*. It presents an in-depth coverage of the basic concepts needed to assist employees and clients in investing for long-term retirement goals. Topics include: basic investment instruments including stocks, bonds, cash and cash equivalents, mutual funds, preferred stock, guaranteed investment contracts, stable value funds, annuities, and real estate; risk and return concepts; managing risk through diversification and asset allocation; fees associated with investment instruments; the economy and market environment; and how to find investment-related information. 15 hours for InFRE® certificants Printed version: $100 An open book test is included in the course materials**. * For insurance licensees: A number of states have accepted this course for continuing education credit for insurance licensees. Please contact InFRE to see if your state has approved the course.
** Insurance licensees: If you are applying this course toward insurance
licensing continuing professional education requirements, your jurisdiction may require
other test procedures such as a closed book exam and/or proctor. Please notify InFRE
when you order this course that you wish to receive such credit so that we can send you the
correct exam and instructions. |
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