Investment Basics

Certificate Series 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 in this course:

  • 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

Class times: 
Day One: 8:00 a.m.-5:00 p.m.
Day Two: 8:00 a.m.-3:00 p.m.

Take this course and work toward earning a Certificate of Achievement!

This course applies to the following Certificate:

Certificate in Health and Welfare Plans

Certificate in Retirement Plans

View Course Outline

​Course Offerings and Pricing

​Continuing Education

Educational sessions at this program can qualify for CEBS Compliance credit. Visit for more information.

Interaction with fellow professionals from public, corporate and multiemployer plans was extremely educational.

Bill Feyling
Executive Director
Carpenters 46 Northern CA Counties


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