American Medical Compliance
Introduction to Investment Options
Introduction to Investment Options
Who will take this course?
One person per line: name and email, straight from Excel or Google Sheets — e.g. Jane Smith, jane@clinic.com. Up to 200 people.
Each person gets their own license and sign-in email. A large group? Use Import a list. The quantity is set to the number of people — 10 or more? Enter code AMC20 at checkout for 20% off.
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The following, Introduction to Investment Options, is designed to educate retirement plan participants (RPPs) on how to understand available investment choices, evaluate risk and investment mix, and compare options before making retirement planning decisions.
What you will learn:
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How to navigate an employer-sponsored retirement plan’s investment menu
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Common categories of investment options
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The relationship between investment risk and potential return
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How an investment mix can affect a retirement strategy
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Factors to consider when comparing investment options
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How to make informed investment selections based on personal retirement goals
Once completed, you will receive a certificate of completion. Course length: 20 minutes.
The information contained in these trainings was derived from publications of the SEC and the DOL (Government Sourced Material). None of the planners, authors, or instructors for this activity have any relevant financial relationships to disclose. The Government Sourced Material used by AMC is available for no charge on their associated websites. The use of the Government Sourced Material by AMC does not imply endorsement or recommendation by SEC or DOL or by the United States Government or AMC, its enterprise, its facility, its services or its products. © 2026 American Medical Compliance; no copyright claimed in Government Sourced Material. If you are not completely satisfied with this course within 30 days, you will receive a full refund.
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