CFA Institute Offers Education Program

The Claritas Investment Certificate is a global education program designed to provide a clear understanding of the essentials of the investment industry and the roles and responsibilities within it. Claritas is aimed at the broad range of people in financial services who work alongside those in investment roles.

Claritas aims to provide foundational education about the investment industry for the many professional disciplines within financial services, including consultancy, compliance, marketing and sales, legal, HR, IT and operations. The program is made up of seven self-study modules covering the industry, ethics, tools, instruments, structure, controls and client needs.

Registration for the Claritas Investment Certificate program will launch globally in May 2013, and public registration will be available at that time. The multiple choice, computer-based exam can be taken at available test centers around the world.

More information about Claritas is available here.