CFA Institute Investment Foundations® (formerly known as Claritas®) is a comprehensive global education program intended for all professionals who work in the financial services industry, preferably outside of the investment roles. This certificate will give you a clear understanding of the essentials of the investment industry, as well as your roles and responsibilities within it.
There are no education or experience requirements needed for the CFA Institute Investment Foundations® certificate program, so anyone from Human Resources to Operations to Marketing and Sales can benefit from the program.
By completing the program and earning your certificate, you will:
The CFA Institute Investment Foundations® certificate program involves:
To earn the designation, you will take 2 exams and must score 70% or higher on each.
The Course of Study consists of 20 chapters, organized into seven modules:
Administered in English and online, candidates will take a two-hour, computer-based multiple-choice exam consisting of 120 questions, within 6 months of registering. Preliminary results are provided instantly.
To register for the CFA Institute Investment Foundations® certificate program, visit the CFA Institute website to create an account or log in. After you register, you must schedule your exam appointment within 180 days (approximately 6 months), or your registration will expire.
Fees
CFA Institute Investment Foundations® certificate program is free to take.
Locations
The CFA Institute Investment Foundations® exam is administered online, allowing you to take the exam from any location.
Note: Exam detail information provided by CFA Institute.