Course

Investment Basics

The environment of investing is rapidly changing. Having a solid understanding of investing is essential for avoiding costly mistakes and long-term issues. This course serves as an opportunity to efficiently build the simple investment framework required to help better understand and follow best practices and suitable investment structures. The content of this course will be beneficial for various backgrounds and levels of experience to revisit the basic investment framework with the goal of creating a better investment experience for participants and those they interact with. Gather with your peers and experts for two days of investment learning and networking to learn what is working and how others find success, giving you takeaways to implement at your own organization.

Topics Covered

  • Investment overview
  • Investing within the employee benefit and retirement plans environment
  • Basics of investing
  • Understanding and assessing risk
  • Measures of return
  • Investment characteristics
  • Time value of money basics
  • Basics of cash and cash equivalents
  • Basics of bond investing
  • Basics of stock investing
  • Alternative investments
  • Basics of mutual fund investing
  • Commonsense investment principles
  • Sources of investing information
  • Portfolio management and asset allocation
  • Investment policy considerations
  • Tax aspects of retirement plan investment
  • Case study

Course Outline

View course outline

Day 1

  1. Investment Overview
    1. The language of investment basics
    2. Investment acronyms
  2. Time Value of Money Basics
    1. Pay yourself first
    2. Savings vs investing
    3. Time value of money
    4. Compound growth
    5. Present value, future value
    6. Rule of 72
    7. Rate of return, number of years
  3. Basics of Investing
    1. Benefits of long-term investing
    2. Investing made easy
    3. 401k savings example
    4. Investing fears
    5. Risk/reward tradeoff
    6. Investment characteristics
    7. Sources of return
    8. Fixed vs. variable investments
    9. Understanding and assessing risk
    10. Building blocks of return/risk
    11. Additional areas of risk
  4. Measures of Return 
    1. Corrections, bear and bull markets
    2. S&P 500 returns
    3. Return and risk ranking activity
  5. Investment Types or Asset Classes
    1. Cash
    2. Bonds
    3. Stock (equities)
    4. Risk and rewards of asset classes
  6. Basics of Cash and Cash Equivalents
    1. Safety and stability of principal
    2. Liquid
    3. Stable value/ GICs
    4. CDs
  7. Basics of Bond Investing
    1. Bond overview
    2. Characteristics of bonds
    3. Credit quality
    4. Maturity length
    5. Yield curve
    6. Treasury vs corporate
    7. Rates in the news
  8. Basics of Stock Investing
    1. Stocks overview
    2. Characteristics of stocks
    3. Market capitalization
      1. Small-, mid-, large-cap
    4. Investment Style
    5. Domestic vs international
    6. Sectors
    7. Single issue risk
    8. Dow Jones (DJIA)
    9. NASDAQ
  9. Basics of Mutual Fund Investing
    1. Characteristics of mutual funds
    2. Types of mutual funds
    3. Passive vs. active
  10. Stock Market Volatility
    1. Short-term sharp drops
    2. Short-term sharp recoveries
    3. Long-term performance

Day 2

  1. Behavioral Economics
    1. Behavioral finance/psychology of investing
    2. Emotional investing curve
    3. DALBAR study
    4. Reacting can hurt performance
    5. Timing interest rates is difficult
    6. Fidelity study
    7. Patient long-term investing
    8. Folly of market timing
    9. Diversification role in behavior finance
    10. Diversification within different parts of stock market
    11. Diversification globally
  2. Alternative Investments
    1. Characteristics
    2. Commodities
    3. Real estate
    4. Hedge funds
    5. Private equity
  3.  

  4. Sources of Investment Information
    1. What to look for in financial websites for investing information
    2. Learning activity
  5.  

  6. Portfolio Management and Asset Allocation
    1. Investment policy statements
    2. Modern portfolio theory (MPT)
    3. Asset allocation
    4. Determinants of successful portfolios
    5. Market kaleidoscope
    6. The benefits of diversification
    7. Diversification and volatility
    8. Diversification and average investor
    9. Diversification - 60/40 portfolio
    10. Levels of diversification
    11. Individual investor behavior
    12. Institutional investor behavior
    13. Expected return targets
    14. Portfolio management metrics
    15. Portfolio considerations
  7.  

  8. Investment Policy Considerations
    1. Portfolio objective, design and benchmarks
    2. Evaluating and choosing money managers
    3. Tracking, monitoring and rebalancing
    4. New York State pension example
    5. CalPERS pension example
  9.  

  10. Case Study
    In this case study, attendees will be asked to compare myriad investment alternatives. Tasks will include distinguishing investment characteristics, identifying risk, ranking investment options according to objectives and analyzing an investment portfolio. Attendees will then be asked to set an investment policy in line with objectives, construct a suitable investment portfolio and support all investment selections. The group will also discuss relevant investment issues.

Course Applies To

Oct 2025 Apr 2026 Oct 2026

Pricing

October 10 - 11, 2025

Hilton Austin, Austin, TX

Through August 25, 2025

US$1,400.00

Member

US$1,620.00

Nonmember

After August 25, 2025

US$1,700.00

Member

US$1,920.00

Nonmember

Pricing

April 27 - 28, 2026

Scottsdale, AZ

Through March 16, 2026

US$1,495.00

Member

US$1,715.00

Nonmember

After March 16, 2026

US$1,795.00

Member

US$2,015.00

Nonmember

Pricing

October 2 - 3, 2026

Caribe Royale Orlando, Orlando, FL

Through August 17, 2026

US$1,495.00

Member

US$1,715.00

Nonmember

After August 17, 2026

US$1,795.00

Member

US$2,015.00

Nonmember

Continuing Education

Educational sessions at this program can qualify for CEBS Compliance credit. Visit www.cebs.org/compliance for more information.

Agenda

Oct 2025 Apr 2026 Oct 2026

Monday, April 27 - Tuesday, April 28, 2026

Scottsdale, AZ

The selected event has no sessions.

Friday, October 2 - Saturday, October 3, 2026

Caribe Royale Orlando, Orlando, FL

The selected event has no sessions.