The CFA Institute Investment Foundations™
is a relaunch of the previously Claritas Program, and retains the same purpose of providing a foundational understanding of the investment management industry. Whether you are just starting your career in financial services or want to learn essential industry concepts, the Investment Foundations Certificate offers an accessible solution for breaking through the complexities of the global investment industry and raising your professional profile.
The Investment Foundations Certificate is a comprehensive global education program that provides a clear understanding of investment industry essentials. The program is designed for all professional disciplines outside of investment roles, including IT, operations, accounting, administration, and marketing. There is no education or experience requirement and the exam can be taken at your convenience at available test centers around the world.
"The main benefit of the [CFA Institute Investment Foundations Certificate] was an ability to see a bigger picture of the finance industry and role of our business within it."
Alexander TaraSov, Citco Fund Services