Claritas® Investment Certificate

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 is offered at test centers around the world.

Successful candidates will be awarded the Claritas® Investment Certificate by CFA Institute.

What You Can Expect from the Claritas Program

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Gain a clear understanding of the essentials of the investment industry and your roles and responsibilities within it.
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Stand out from the crowd by gaining the fundamental knowledge needed to work in the investment industry.
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Improve your performance by gaining an understanding of common global industry standards.
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Feel more confident communicating with colleagues and clients by knowing how the industry works and your role within it.

Who Can Benefit from the Claritas Program?

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.

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 (candidates need to be comfortable with the English language)
  • Teaches essential concepts and ethics of the investment industry
  • Successful candidates earn a certificate of knowledge

Learn More

Download additional Claritas materials: Claritas factcard (PDF)  |  Claritas booklet (PDF)

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