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 Claritas Investment Certificate

Who Can Benefit from the Claritas Program?

The Claritas program 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; from client services to compliance; from human resources to IT and operations; from sales and marketing to legal and administrative services. claritas logo

A Guide to the Claritas Investment Certificate

  • Gain a clear understanding of the essentials of the investment industry and your roles and responsibilities within it.
  • Stand out from the crowd by gaining the fundamental knowledge needed to work in the investment industry.
  • Improve your performance by gaining an understanding of common global industry standards.
  • Feel more confident communicating with colleagues and clients by knowing how the industry works and your role within it.

Fast Facts:

  • Online, self-study program, requiring approximately 100 hours of study
  • Two-hour multiple choice exam, available at Pearson VUE test centres worldwide
  • No requirements or experience necessary (candidates need to be comfortable with the English language)
  • Teaches essential concepts and ethics of the investment industry
  • Successful candidates earn a certificate of knowledge