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Public Retirement Plan Administration Course 2 - Fundamentals of Investing Live Training Course

Fundamentals of Investing covers trustee-directed and participant-directed investments within retirement plans and explains portfolio management theories, investment policy statements, risk and return.
Developed by: International Foundation for Retirement Education (InFRE)
Continuing education credit and quantity discounts available:   This course qualifies for CRC® credit to be awarded based on the number of hours of training either as a stand-alone session or as one of the series of four Retirement Plan Administration courses. Quantity discounts are available. Call 847-686-0440, ext. 102 for a quote.
Retail: $7,500.00
Available in these media formats:          

You may purchase RPA Part #2 at a savings as part of the Plan Administrator Series Bundle.
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"Thanks to your Retirement Plan Administrator courses... I got the job. They were invaluable. Just updated my LinkedIn profile.”

   ·Craig Downing, Executive Director at New Hampshire Deferred Compensation Commission
Whether the retirement program is a defined benefit plan, where the employer experiences investment risk, or a defined contribution plan where the risk is transferred to employees, it is important for the retirement professional to understand investing within a retirement plan.

The Public Retirement Plan Administration Fundamentals of Investing Live Training Course will expand your technical expertise by covering the fundamental concepts and terminology necessary for effective investing along with topics such as risk analysis, security valuation, measuring performance, and portfolio management and strategies.

In addition to learning the more technical investing principles and strategies important for retirement professionals, you will also gain practical information concerning related topics such as:
  • the fiduciary responsibilities of the administrator and investment managers
  • safe harbor plan designs and features
  • investment policy statements in a defined benefit and defined contribution plan
  • issues and concerns when selecting, monitoring and replacing an investment manager
  • and other investment issues specific to the various types of employer-sponsored retirement plans including both qualified and nonqualified plans.

The course includes an online 75 question exam - perfect for managing the knowledge of a group of employees or trustees to meet fiduciary and admnistrative responsibilities.
You will receive: This one-day live professional development course includes related InFRE textbook and course materials for up to 20 participants; additional $75 per person material charge for more than 20 attendees.
Your satisfaction guaranteed: We know that you will be pleased with your purchase of this product. If, however, you find that you need to return this merchandise please see our refund policy.
SKU: 02InFREPubPlCompEthicsCLASS11