Claritas Course of Study

The Claritas Program provides a fundamental understanding of the investment industry through the seven topic areas covered in the Course of Study.

Each topic area corresponds to a module in the eBook:

  1. Industry Overview
  2. Ethics and Regulation
  3. Inputs and Tools
  4. Investment Instruments
  5. Industry Structure
  6. Serving Client Needs
  7. Industry Controls

Get the details about what's covered in each of these topic areas (PDF).

Preparing for the Exam

Depending on your prior education and experience, you should plan to spend approximately 100 hours preparing for the Claritas exam.

After your exam registration payment has been processed,  you'll gain access to a variety of study materials and tools to help you succeed on the exam.

Study Materials

All exam questions are based on the material in the eBook. The eBook contains:
  • 20 chapters grouped into 7 modules
  • Learning Outcome Statements (LOS) that indicate what you should know after studying each chapter
  • Chapter review questions
  • A glossary of industry terms

Study Tools

  • A personalized, interactive study planner suggests how much time you should plan to spend studying each chapter, depending on your exam date. See a sample study planner
  • Chapter review questions, module practice tests, and a mock exam to test your exam readiness
  • Your eBook, study planner, practice tests and mock exam are also available through the Claritas mobile study app.

What Claritas Candidates Can Expect

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