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International Foundation of Employee Benefit Plans

Investment Basics — Certificate Series

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Next dates

Jun 28—29
2 days
San Diego, CA, USA
USD 1770
USD 885 per day
Sep 18—19
2 days
Brookfield, WI, USA
USD 1770
USD 885 per day





  • 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

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