CFA Institute Investment Foundations™ Exam Details

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:

  • Gain a fundamental framework and knowledge of the investment industry
  • Stand out from the crowd in a competitive global job market
  • Improve your job performance by gaining an understanding of common global industry standards
  • Gain a better understanding of how your role impacts the rest of the business
  • Feel more confident working with your colleagues and clients

Note: Exam detail information provided by CFA Institute.