The CFA Institute, the global association for investment professionals, launched the Claritas Investment Certificate at its 66th annual conference held recently in Singapore.
The new education programme provides a thorough understanding of how the investment industry works and represents a new international education and ethics standard across the financial services sector.
Global registration for the Claritas Investment Certificate is now available on the CFA Institute website: cfainstitute.org/programs/claritas. The programme is accessible to a wide range of professionals working with investment decision makers in functions such as operations, administration, IT, HR, marketing, sales, compliance and customer service.
It is a self-study course which requires between 80 to 100 hours of study over a six-month period and is made up of seven modules, covering the industry, tools, instruments, structure, controls, client methods, and ethics, culminating in a single self-scheduled, online exam at a proctored testing center.
On successful completion of the examination, candidates will be awarded a certificate of knowledge.
CFA Institute developed the programme in response to the financial crisis, and as part of a global call to action for industry participants to play their part in addressing the overall lack of trust in financial services.
John Rogers, CFA, president and CEO of CFA Institute, said: “We are pleased to announce the launch of the Claritas Investment Certificate.
It has been two years in the making and it is fitting that we launch this new initiative in Asia, the birthplace of the concept.
“In recent years, financial institutions have suffered considerable reputation damage.”