• Price TBA
  • Duration TBA
  • Location Lebanon

What is so important about the Claritas program?

Proposed Program : Claritas® Investment certificate “BRINGING CLARITY”

Today, the challenges facing the financial services industry can be summed up as follows:

  • An inconsistent level of knowledge &
  • A crises of trust

As such, Claritas ® Investment Certificate was formed.

The Claritas® Investment Certificate (issued by the Chartered Financial Analyst (CFA) institute) is a new global self-study education program and exam designed to give anyone working in financial services a clear understanding of the investment industry and their professional responsibilities within it.

Why Claritas®

  • Administration and Operation
  • Client Services
  • Compliance and Legal
  • Human Resource
  • Information Technology
  • Sales and Marketing
  • Other professional disciplines outside of investment roles.

Benefits from earning a Claritas certificate

How it will help

Bringing Clarity

Claritas is a comprehensive global program designed to give everyone a clear understanding of the investment industry and their professional responsibilities within it.

Sharing understanding

Claritas raises workforce competence by helping employees understand industry functions, relationships and their role and professional responsibilities, helping them see where they fit in the big picture.

Improving performance

Claritas provides a common global standard across all functions that will help your employees, your company, and ultimately the industry, perform better together.

Standing Out

Claritas helps organization stand out from the crowd by signaling an institutional commitment to ethics. It also helps your employees to gain knowledge over and above their peers.

Building Confidence

Claritas gives your organization and the general public greater confidence and trust in the decisions your employees make on behalf of the business, contributing to stronger morale, motivation and loyalty.

Who can enroll in the Claritas program?

Target Audience

Claritas promotes a shared understanding of the industry, builds employee confidence, and raises effectiveness across all professional disciplines in the financial services industry, outside of investment roles; Claritas is ideal for the many different people in your organization who are not directly involved in analyzing or making investment decisions.

Claritas motivates employees and raises effectiveness across departments, including:

  • Administration and Operation
  • Client Services
  • Compliance and Legal
  • Human Resource
  • Information Technology
  • Sales and Marketing
  • Other professional disciplines outside of investment roles.

Pre-requisites

There is no education or experience requirement; however candidates should feel comfortable with the

What topics does the Claritas program concentrate on?

Claritas Syllabus Overview

The goal of the Claritas Investment Certificate program is to provide inpiduals with a fundamental understanding of the essential aspects of the investment industry through the topics covered in the Course of Study.

The Course of Study consists of 21 chapters, organized into seven modules.

  • Module I: Industry overview- A top down overview
  • Module II: Ethics and regulation
  • Module III: Tools and inputs
  • Module IV: Investment instruments
  • Module V: Industry structure
  • Module VI: Industry controls
  • Module VII: Serving clients’ needs

Contact information not available.

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