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Claritas® Program

The Claritas Program covers the essentials of finance, ethics, and investment roles, providing a clear understanding of the global investment industry.

This self-study program can benefit anyone working in a financial services organization, from client services to compliance; from human resources to IT; from sales and marketing to legal services.

No prior experience or education is necessary (but you should be comfortable with English), and the program can be completed within six months.

Learn more about the Claritas Program


 Webinar on Claritas Program

Presentation from Kate Lander, CFA, Head Education EMEA at CFA Institute on the Claritas Investment Certificate.