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. 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. 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. 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. 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. 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. 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. 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. Contact Details
Questions & Doubts?
Please e-mail at maitri@edupristine.com
http://www.edupristine.com
or call +91 9930865533
