Course of Study

The goal of the Claritas Investment Certificate program is to provide individuals with a fundamental understanding of the essential aspects of the investment industry through the topics covered in the Course of Study.

The Course of Study consists of 21 chapters, organized into seven modules.

1: Industry overview
2: Ethics and regulation
3: Tools and inputs
4: Investment instruments
5: Industry structure
6: Industry controls
7: Serving clients’ needs

Review an overview of the syllabus (PDF).

Study Materials

When you register for the Claritas Investment Certificate program, you gain access to a variety of study materials designed to help you prepare for the exam, including:
  • An eBook (also available in print)
  • Chapter review questions,
  • Practice questions,and
  • A mock exam.

Learn more about the study materials.