Claritas® Investment Certification
By CFA Institute, USA
What is Claritas?
About Claritas
Claritas is about Clarity
The Claritas Investment Certificate is a new Global Program
designed by CFA Insti...
What Will I learn ?

Overview
of
Investment
Industry

Ethics and
Regulation

Tools and
Inputs

Investment
Instruments

Ind...
Lets know more about each Module…

It is about getting to the

This module focuses on

heart and the core
purpose of the

...
Lets know more about each Module…

Tools and
Inputs

This is about
understanding how the
(economic) world works the big pi...
Lets know more about each Module…

Industry
Structure

The industry is
complex and highly
interdependent. This
module look...
Lets know more about each Module…

This is about focusing on
clients – gaining a clear
understanding of their
needs, circu...
How Does Claritas benefit you ?
Bringing clarity
Gain a clear understanding of the essentials
of the investment industry a...
Candidate Survey Overview
The Top Benefits of the Program Are….
76%

Increased Knowledge of the Industry

43%

Association...
Contact Details

Questions & Doubts?
Please e-mail at maitri@edupristine.com
http://www.edupristine.com
or call +91 993086...
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What is Claritas Investment Certification ?

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The Claritas Investment Certificate is a new Global Program designed by CFA Institute, USA.

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What is Claritas Investment Certification ?

  1. 1. Claritas® Investment Certification By CFA Institute, USA
  2. 2. What is Claritas?
  3. 3. About Claritas Claritas is about Clarity The Claritas Investment Certificate is a new Global Program designed by CFA Institute, USA A Foundation level program with the objective of providing a clear understanding of Investment industry basics, and one’s role and responsibilities as a Financial services Professional Focuses on essentials of Finance, Ethics, and Investment roles. Although many numerical topics are covered, no calculations will be needed in the exam
  4. 4. What Will I learn ? Overview of Investment Industry Ethics and Regulation Tools and Inputs Investment Instruments Industry Structure Weightage 10% Weightage 10% Weightage 20% Weightage 20% Weightage 20% Claritas Industry Controls Weightage 20% Serving Client Needs Weightage 5%
  5. 5. Lets know more about each Module… It is about getting to the This module focuses on heart and the core purpose of the for the investment world investment industry – its Overview of Investment Industry the essential foundations – ethics and regulation. vital role in the world: Ethics and Regulation The firm ground on which from helping people save we build for our clients: for the future to funding trust, reputation, confide schools, hospitals, roads nce and value – the and other essentials. essentials of a strong and healthy client-focused industry.
  6. 6. Lets know more about each Module… Tools and Inputs This is about understanding how the (economic) world works the big picture and the fine detail. How the actions of individuals, corporations and governments play out at micro, macro and international levels, how this translates to a company’s finances, and how to get a clearer understanding of what this all means. Investment Instruments This module covers the basic investment options, what they are and their purpose - from conventional equities and bonds to more specialized investments such as real estate and derivatives.
  7. 7. Lets know more about each Module… Industry Structure The industry is complex and highly interdependent. This module looks at how the industry helps us invest, who the participants are and what they do, the different markets where investments take place, and the investment products themselves. Industry Controls Controls are critical in helping ensure everything runs smoothly. In the fast moving world of investments and risk it is essential to understand how systems and controls are used in the industry to ensure the client is properly served.
  8. 8. Lets know more about each Module… This is about focusing on clients – gaining a clear understanding of their needs, circumstances, m Serving Client Needs otivations and ambitions so investments can be allocated and managed in the right way for them.
  9. 9. How Does Claritas benefit you ? Bringing clarity Gain a clear understanding of the essentials of the investment industry and your responsibilities within it Building confidence Feel more confident communicating with colleagues and clients by knowing how the industry works and your role within it. Claritas Claritas®® Standing out Stand out from the crowd by gaining the fundamental knowledge needed to work in the investment industry. Improving performance Improve your performance by gaining an understanding of common global industry standards.
  10. 10. Candidate Survey Overview The Top Benefits of the Program Are…. 76% Increased Knowledge of the Industry 43% Association with CFA Institute Increased confidence in carrying out responsibilities 30% Interact/network more proficiently with professional colleague 27% Career advancement/ development opportunities Better understanding of ethical principles of the investment industry Clearer understanding of my role within the financial services industry 24% 22% 21%
  11. 11. Contact Details Questions & Doubts? Please e-mail at maitri@edupristine.com http://www.edupristine.com or call +91 9930865533

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