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 benefits anyone who works with or for financial and investment services organizations, in roles such as IT, sales and marketing, human resources, and customer service.

Certificate holders can be found worldwide, from Australia, Singapore, and the UAE to the United Kingdom, Hong Kong, and South Africa.

The Claritas Program provides a fundamental understanding of the investment industry through seven topic areas.

All exam questions are based on the material in the eBook. Each topic area corresponds to a module in the eBook:

  • Industry Overview
  • Ethics and Regulation
  • Inputs and Tools
  • Investment Instruments
  • Industry Structure
  • Serving Client Needs
  • Industry Controls

CFA Institute is a global community of more than 100,000 investment professionals working to build an investment industry where investors’ interests come first, financial markets function at their best, and economies grow. We believe this starts with training investment professionals to the highest educational and professional standards but we also know that it can only function at its best when all market participants are well informed.

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