The Claritas Investment Certificate is a new global
self-study education program and exam designed to give anyone working in
financial services a clear understanding of the investment industry and their
professional responsibilities within it. Focused on the essentials of finance,
ethics, and investment roles, the program requires approximately 100 hours of
study and generally can be completed within six months.
There is no education or experience requirement; however candidates should feel comfortable with the English language. The multiple choice, computer-based exam can be taken at your convenience at available test centers around the world.
Successful candidates will be awarded the Claritas Investment Certificate by CFA Institute. The Claritas program promotes a shared understanding of the industry, builds employee confidence, and raises effectiveness across all professional disciplines in the financial services industry, outside of investment roles; from client services to compliance; from human resources to IT and operations; from sales and marketing to legal and administrative services.
To learn more download these Claritas materials:
Claritas factcard (PDF)
Claritas booklet (PDF)
Explore the Course of Study
Fast Facts:
·
Online,
self-study program, requiring approximately 100 hours of study
·
Two-hour
multiple choice exam, available at Pearson VUE test centers worldwide
·
No
requirements or experience necessary
·
Teaches
essential concepts and ethics of the investment industry
·
Successful
candidates earn a certificate of knowledge
