Complete Claritas Investment Certificate

Get to grips with the Claritas Investment Certificate with leading prep provider, Fitch Learning.
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  • Lectures 35
  • Length 11.5 hours
  • Skill Level All Levels
  • Languages English
  • Includes Lifetime access
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    Available on iOS and Android
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About This Course

Published 8/2013 English

Course Description

Claritas is a new, globally relevant qualification from CFA Institute, designed for those working in key support functions within the investment industry. Typical candidates include those working in operations, IT, compliance, legal, HR and L&D. The exam is computer-based, and held daily all over the world.

The perfect companion to the eBook, our tutorial videos will take you through each chapter of the Claritas curriculum and bring it to life. 


What are the requirements?

  • None - there are no pre-requisites to taking the Claritas exam

What am I going to get from this course?

  • By the end of the course you should have a much greater understanding of the investment profession, and your role within it
  • The course should provide good preparation for those taking the Claritas exam

What is the target audience?

  • Claritas candidates, or those wishing to gain a better understanding of the curriculum before beginning their studies

What you get with this course?

Not for you? No problem.
30 day money back guarantee.

Forever yours.
Lifetime access.

Learn on the go.
Desktop, iOS and Android.

Get rewarded.
Certificate of completion.

Curriculum

Section 1: Introduction to the Claritas Investment Certificate
Article
A warm welcome from Fitch Learning!
ImportContent
An introduction to the Claritas Investment Certificate by CFA Institute.

Visit the CFA Institute website here .
18:37
An introduction to the Claritas qualification. 

Tutor: Brendan McLaughlin, CFA, Fitch Learning
24 pages
A downloadable overview of the Claritas syllabus.
Section 2: Industry Overview
09:51
Discusses the function of the financial services industry.

Tutor: Brendan McLaughlin, Fitch Learning
Section 3: Introduction to Ethics and Regulations
19:47
Discusses factors affected by ethical standards, obligations of investment professionals, the CFA Institute Code of Ethics, framework for ethical decision makers, and the consequences of unethical conduct.

Tutor: Brendan McLaughlin, Fitch Learning
21:25
Discusses the regulatory process, types of regulatory systems, types of regulation, corporate policies and procedures, and the consequences of regulatory failure.

Tutor: Brendan McLaughlin, Fitch Learning
18:44
Discusses the regulatory process, types of regulatory systems, types of regulation, corporate policies and procedures, and the consequences of regulatory failure.

Tutor: Brendan McLaughlin, Fitch Learnin
Section 4: Introduction to Tools and Inputs
30:32
Discusses balance sheets, income statements, financial statement analysis, common ratios used in financial analysis, and equity analysis.

Tutor: Brendan McLaughlin, Fitch Learning
26:29
Discusses balance sheets, income statements, financial statement analysis, common ratios used in financial analysis, and equity analysis.

Tutor: Brendan McLaughlin, Fitch Learning
36:56
Discusses interest rates, simple vs. compound interest, annualised interest rates, discounting, and descriptive statistics.

Tutor: Brendan McLaughlin, Fitch Learning
30:46
Discusses demand and supply, elasticities of demand, profit and cost of production, pricing, and industry structure.

Tutor: Brendan McLaughlin, Fitch Learning
35:09
Discusses gross domestic product and the business cycle, inflation, monetary and fiscal policy and expansionary/contractionary monetary policy.

Tutor: Brendan McLaughlin, Fitch Learning
27:51
Discusses international trade, balance of payments, foreign exchange rate systems and foreign exchange markets.

Tutor: Brendan McLaughlin, Fitch Learning
Section 5: Introduction to Investment Instruments
21:43
This chapter discusses the types and characteristics of equity securities, the valuation of common shares, and corporate actions that affect equity.

Tutor: Brendan McLaughlin, Fitch Learning.
24:04
This chapter discusses the types and characteristics of equity securities, the valuation of common shares, and corporate actions that affect equity. 

Tutor: Brendan McLaughlin, Fitch Learning
20:55
Discusses the types and characteristics of debt securities, bonds with embedded provisions, the risks of investing in debt securities, credit ratings, and the valuation of debt securities.

Tutor: Brendan McLaughlin, Fitch Learning
25:37
Discusses the types and characteristics of debt securities, bonds with embedded provisions, the risks of investing in debt securities, credit ratings, and the valuation of debt securities.

Tutor: Brendan McLaughlin, Fitch Learning
36:08
Discusses the characteristics of derivative contracts, forwards and futures, option contracts, option pricing, and swap contracts.

Tutor: Brendan McLaughlin, Fitch Learning
07:47
Discusses the characteristics of derivative contracts, forwards and futures, option contracts, option pricing, and swap contracts.

Tutor: Brendan McLaughlin, Fitch Learning

16:26
Discusses the characterisitics of alternative investments, private equity, real estate, and commodities.

Tutor: Brendan McLaughlin, Fitch Learning
Section 6: Introduction to Industry Structure
21:01
Discusses investors, financial industry services, and organizations of firms in the investment industry.

Tutor: Brendan McLaughlin, Fitch Learning
22:29
Tutor: Brendan McLaughlin, Fitch Learning
25:52
Discusses security market indices, investment vehicles and structures, investment companies, and pension plans.

Tutor: Brendan McLaughlin, Fitch Learning
25:58
Discusses security market indices, investment vehicles and structures, investment companies, and pension plans.

Tutor: Brendan McLaughlin, Fitch Learning
37:08
Discusses primary security markets, secondary security markets and contract market structures, positions, orders, settlement and custodial services, financial industry services, and well-functioning financial systems.

Tutor: Brendan McLaughlin, Fitch Learning
34:55
Discusses primary security markets, secondary security markets and contract market structures, positions, orders, settlement and custodial services, financial industry services, and well-functioning financial systems.

Tutor: Brendan McLaughlin, Fitch Learning
Section 7: Introduction to Investment Controls
19:38
Discusses internal documentation, external documentation, and documentation management.

Tutor: Brendan McLaughlin, Fitch Learning
30:00
Discusses the definition and classification of risk, risk management, risk measurement, operational risk, compliance risk, and investment risk.

Tutor: Brendan McLaughlin, Fitch Learning
13:21
Discusses absolute return, risk, adjusting returns for risk, relative return, source of return, and attributing performance.

Tutor: Brendan McLaughlin, Fitch Learning
Section 8: Introduction to Serving Client Needs
06:26
Discusses investment policy statement (IPS), return objectives, risk objectives, and constraints on portfolio selection.

Tutor: Brendan McLaughlin, Fitch Learning
07:48
Discusses systematic risk, specific risk and diversification, and asset allocation and portfolio construction.

Tutor: Brendan McLaughlin, Fitch Learning
02:05
Discusses passive and active fund management.

Tutor: Brendan McLaughlin, Fitch Learning
Section 9: Taking the Claritas exam
How to enrol for the Claritas exam
Article
ImportContent
What to expect when you take the Claritas exam at a Pearson VUE test centre.

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Instructor Biography

Fitch Learning, Our ambition is to sharpen yours.

Working with nine of the top ten investment banks and nine of the top ten fund managers (ranked by assets under management), Fitch Learning is a global financial services training company with training centres in London, Singapore, New York and Dubai.

With the largest, full-time faculty of CFA charterholders in the business, we bring years of experience to our training programmes. Their ability to explain complex topics will be instrumental in preparing you for your exams. We pride ourselves on our innovation, our enthusiasm for teaching and our commitment to our candidates. See what out candidates say here .

Having operated for 12 years as 7city Learning, in early 2013 the company became part of the Fitch Group, merging with their existing education division, Fitch Training. Now sitting alongside Fitch Ratings and Solutions, Fitch Learning is better resourced than ever to support CFA and Claritas candidates worldwide. Fitch Learning is a CFA Institute approved prep provider.

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