Sign In
International Foundation of Employee Benefit Plans
International Foundation of Employee Benefit Plans
  • Email Signup
  • Store

Certificate Series - Investment Basics

Friday, June 15 - Saturday, June 16, 2018
Gleacher Center-University of Chicago, Chicago, IL
http://edit.ifebp.org/education/PublishingImages/Header%20Images/2018/certificate-series.jpg


Skip Navigation LinksIFEBP > Education > Certificate Programs > Certificate Series > Schedule > Certificate Series - Investment Basics

​certificate-series-logo.png

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.

Topics

  • ​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

​Session Details and Handouts

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

Bill Feyling
Executive Director
Carpenters 46 Northern CA Counties

U.S. Program Multiemployer Training Public Employee Corporate Training Paths
level 1level 2level 3level 4level 5level 6level 7level 8level 9level 10
Levels

​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

  • Benefits professionals
  • Human resource generalists who deal with plan participants
  • Administrative and customer service staff
  • Representatives of insurance companies and third-party administrators
  • Professionals in all service areas, including consulting, law and financial service
  • Communication, marketing and sales professionals
  • Benefit plan trustees who need to understand the technical aspects of the plans they serv

​Instructors

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

Complete List of Instructors

Connect with usfacebook-icon-white-red.pngfacebook-icon-white-red.pngfacebook-icon-white-red.png

Continuing Education

Educational sessions at this program may qualify for CEBS continuing professional education (CPE) credit.
Visit www.cebscpe.org for more information.

Registration Information

Register early and save!

Registration Information
  Member Nonmember


Through 5/4/2018 US $1,225.00 US $1,445.00
After 5/4/2018 US $1,525.00 US $1,745.00