CFA Society Sacramento

Claritas® Investment Certificate
The Big Picture
The Claritas Investment Certificate is a comprehensive global education program that gives financial services professionals a clear understanding of the essentials of the investment industry. Whether you’re just starting a career in financial services or want to learn essential industry concepts, the Claritas program offers an accessible solution for breaking through the complexities of the global investment industry and raising your professional profile.

Is the Claritas Program Right for You?
The program is for all professional disciplines in the financial services industry outside of investment roles—from client services to compliance; from human resources to IT and operations; from sales and marketing to legal and administrative services. There is no education or experience requirement for the Claritas Investment Certificate; however, you should feel comfortable with the English language. The multiple choice, computer-based exam can be taken at your convenience at available test centers around the world. Successful candidates will be awarded the Claritas Investment Certificate by CFA Institute.

What Will You Learn?
The self-study, program requires approximately 100 hours of study time and covers the fundamentals of the investment industry across seven course modules:
Module 1: Industry Overview
Module 2: Ethics and Regulation
Module 3: Inputs and Tools
Module 4: Investment Instruments
Module 5: Industry Structure
Module 6: Serving Client Needs

Associate Membership Dues

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Associate Members: $150 (Annual Attestation Exam)
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