The Claritas® Investment Certificate is a new global, comprehensive education programme from the CFA Institute. Claritas has been created to give everyone a clear understanding of the investment industry and the professional responsibilities within it, focusing on the essentials of finance, ethics, and the investment roles. The programme requires approximately 100 hours of study and generally can be completed within six months.
The Course of Study consists of 21 chapters, organized into seven modules.
Investment Industry Overview: Top-Down View
Ethics and Regulation: Professionalism, Regulation, and Supervision
Tools and Inputs: Financial Statements, Quantitative Concepts, Economics, and International Trade
Investment Instruments: Equity, Debt, Derivatives, and Alternative Investments
Industry Structure: Investment Structure, Vehicles, and Market Characteristics
Industry Controls: Documentation, Risk Management, and Performance Evaluation
Serving Clients' Needs: Investment Policy, Asset Allocation, and Management Styles