If you’re an industry professional working with investment decision makers in functions such as operations, administration, IT, HR, marketing, sales, compliance, or customer service, consider working towards the Claritas Investment Certificate. Launched last year by the globally respected CFA Institute, the new education program provides a thorough understanding of how the investment industry works and represents a new international education and ethics standard across the financial services sector.
It’s a self-study course requiring between 80 to 100 hours of study over a six month period and is made up of seven modules, covering the industry, tools, instruments, structure, controls, client methods, and ethics, culminating in a single self-scheduled, online exam at a proctored testing center. On successful completion of the examination, candidates will be awarded a certificate of knowledge.
Global registration for the Claritas Investment Certificate is now available on the CFA Institute website.