Kaplan University School of Professional and Continuing Education Kaplan University School of Professional and Continuing Education

CFA Institute Investment Foundations™

CFA Institute Investment Foundations™


CFA Institute Investment Foundations (formerly known as Claritas®) is a comprehensive global education program designed to give you a clear understanding of the essentials of the investment industry and your roles and responsibilities within it.

Who Will Benefit?
The CFA Institute Investment Foundations certificate program is intended for all professionals who work in the financial services industry, preferably outside of the investment roles. The program is designed to benefit employees, organizations, and the financial industry as a whole. There are no education or experience requirements, 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 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
Select a Product Price
Investment Foundations Study Package $249.00  Add to Cart 

No details are available for this product.

Schweser's Study Package for CFA Institute Investment Foundations™ includes:

  • SchweserNotes™ eBook
    The essential definitions and concepts necessary for success on the CFA Institute Investment Foundations™ exam. With a clear and concise review format, the material is presented by Learning Outcomes, with enough context and examples to help you readily recall important terms and concepts.
  • Practice Exam
    This full-length, online practice exam consists of 120 questions and answer explanations that allow you to test your knowledge of the concepts presented.

  • Online Classes
    Several hours of online video instruction that cover all 20 chapters of the CFA Institute Investment Foundations™ curriculum! Study your way…on your schedule.