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Certificate Series—Investment Basics

Friday, March 3 - Saturday, March 4, 2017
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Conference begins in:


Take a single course in a specific area or take three courses to earn a Certificate of Achievement in the discipline of your choice. Find solutions for today’s challenges and prepare for tomorrow’s opportunities through an enriching learning experience that combines valuable materials, outstanding instruction and networking opportunities.​


  • Investment terms
  • Risk and return
  • Stocks, bonds and mutual funds
  • Investment benchmarks
  • Portfolio management and asset allocation
  • Contemporary investment issues
  • Economic considerations
  • Tax considerations
  • Sources of information
  • Case study

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

Bill FeylingExecutive DirectorCarpenters 46 Northern CA Counties

​Benefits of Attending

  • Learn from industry experts and your peers.
  • Gain valuable written materials and resources.
  • Discuss the strategies that plans are implementing today and considering for tomorrow.
  • Connect with others who are dealing with similar issues.
  • Demonstrate your knowledge through interactive exercises and case studies.

Who Should Attend

  • New or seasoned benefits professionals
  • Human resource professionals
  • Administrative and customer service staff
  • Representatives of insurance companies and third-party administrators
  • Professionals in all service areas, including consulting, legal and financial services
  • Communication, marketing and sales professionals
  • Benefit plan trustees who need to understand the technical aspects of the plans they serve
  • Corporate and single employer benefit plans
  • Multiemployer benefit plans
  • Public sector/government benefit plans


Certificate Series instructors are skilled educators, researchers and lead authorities in their field.

Complete List of Instructors

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Continuing Education

Educational sessions at this program can qualify for CEBS continuing professional education (CPE) credit.
Visit for more information.

Registration Information

Register early and save!

Registration Information
  Member Nonmember

Through 1/16/2017 US $1,195.00 US $1,415.00
After 1/16/2017 US $1,495.00 US $1,715.00