Complete Claritas Investment Certificate
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Complete Claritas Investment Certificate

Get to grips with the Claritas Investment Certificate with leading prep provider, Fitch Learning.
4.0 (55 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
365 students enrolled
Created by Fitch Learning
Last updated 2/2014
English
Price: $50
30-Day Money-Back Guarantee
Includes:
  • 11.5 hours on-demand video
  • 2 Articles
  • 1 Supplemental Resource
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
What Will I Learn?
  • 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
View Curriculum
Requirements
  • None - there are no pre-requisites to taking the Claritas exam
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. 


Who is the target audience?
  • Claritas candidates, or those wishing to gain a better understanding of the curriculum before beginning their studies
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Curriculum For This Course
Expand All 35 Lectures Collapse All 35 Lectures 11:44:20
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Introduction to the Claritas Investment Certificate
4 Lectures 20:13
A warm welcome from Fitch Learning!
Welcome to the course
01:36

An introduction to the Claritas Investment Certificate by CFA Institute.

Visit the CFA Institute website here .
Preview ImportContent

An introduction to the Claritas qualification. 

Tutor: Brendan McLaughlin, CFA, Fitch Learning
Preview 18:37

A downloadable overview of the Claritas syllabus.
Claritas syllabus overview
24 pages
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Industry Overview
1 Lecture 09:51
Discusses the function of the financial services industry.

Tutor: Brendan McLaughlin, Fitch Learning
Chapter 1: The Investment Industry: A Top-Down View
09:51
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Introduction to Ethics and Regulations
3 Lectures 59:56
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
Chapter 2: Ethics and Investment Professionalism
19:47

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
Chapter 3: Regulation and Supervision (part 1)
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 Learnin
Chapter 3: Regulation and Supervision (part 2)
18:44
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Introduction to Tools and Inputs
6 Lectures 03:07:43
Discusses balance sheets, income statements, financial statement analysis, common ratios used in financial analysis, and equity analysis.

Tutor: Brendan McLaughlin, Fitch Learning
Chapter 4: Financial Statements (part 1)
30:32

Discusses balance sheets, income statements, financial statement analysis, common ratios used in financial analysis, and equity analysis.

Tutor: Brendan McLaughlin, Fitch Learning
Chapter 4: Financial Statements (part 2)
26:29

Discusses interest rates, simple vs. compound interest, annualised interest rates, discounting, and descriptive statistics.

Tutor: Brendan McLaughlin, Fitch Learning
Chapter 5: Quantitative Concepts
36:56

Discusses demand and supply, elasticities of demand, profit and cost of production, pricing, and industry structure.

Tutor: Brendan McLaughlin, Fitch Learning
Chapter 6: Microeconomics
30:46

Discusses gross domestic product and the business cycle, inflation, monetary and fiscal policy and expansionary/contractionary monetary policy.

Tutor: Brendan McLaughlin, Fitch Learning
Chapter 7: Macroeconomics
35:09

Discusses international trade, balance of payments, foreign exchange rate systems and foreign exchange markets.

Tutor: Brendan McLaughlin, Fitch Learning
Chapter 8: International Trade and Foreign Exchange
27:51
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Introduction to Investment Instruments
7 Lectures 02:32:40
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.
Chapter 9: Equity Securities (part 1)
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
Chapter 9: Equity Securities (part 2)
24:04

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
Chapter 10: Debt Securities (part 1)
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
Chapter 10: Debt Securities (part 2)
25:37

Discusses the characteristics of derivative contracts, forwards and futures, option contracts, option pricing, and swap contracts.

Tutor: Brendan McLaughlin, Fitch Learning
Chapter 11: Derivatives (part 1)
36:08

Discusses the characteristics of derivative contracts, forwards and futures, option contracts, option pricing, and swap contracts.

Tutor: Brendan McLaughlin, Fitch Learning

Chapter 11: Derivatives (part 2)
07:47

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

Tutor: Brendan McLaughlin, Fitch Learning
Chapter 12: Alternative Investments
16:26
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Introduction to Industry Structure
6 Lectures 02:47:23
Discusses investors, financial industry services, and organizations of firms in the investment industry.

Tutor: Brendan McLaughlin, Fitch Learning
Chapter 13: Structure of the Investment Industry (part 1)
21:01

Tutor: Brendan McLaughlin, Fitch Learning
Chapter 13: Structure of the Investment Industry (part 2)
22:29

Discusses security market indices, investment vehicles and structures, investment companies, and pension plans.

Tutor: Brendan McLaughlin, Fitch Learning
Chapter 14: Investment Vehicles and Structures (part 1)
25:52

Discusses security market indices, investment vehicles and structures, investment companies, and pension plans.

Tutor: Brendan McLaughlin, Fitch Learning
Chapter 14: Investment Vehicles and Structures (part 2)
25:58

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
Chapter 15: Investment Market Characteristics (part 1)
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
Chapter 15: Investment Market Characteristics (part 2)
34:55
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Introduction to Investment Controls
3 Lectures 01:02:59
Discusses internal documentation, external documentation, and documentation management.

Tutor: Brendan McLaughlin, Fitch Learning
Chapter 16: Investment Industry Documentation
19:38

Discusses the definition and classification of risk, risk management, risk measurement, operational risk, compliance risk, and investment risk.

Tutor: Brendan McLaughlin, Fitch Learning
Chapter 17: Risk Management
30:00

Discusses absolute return, risk, adjusting returns for risk, relative return, source of return, and attributing performance.

Tutor: Brendan McLaughlin, Fitch Learning
Chapter 18: Performance Evaluation
13:21
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Introduction to Serving Client Needs
3 Lectures 16:19
Discusses investment policy statement (IPS), return objectives, risk objectives, and constraints on portfolio selection.

Tutor: Brendan McLaughlin, Fitch Learning
Chapter 19: Investor Needs and Investment Policy
06:26

Discusses systematic risk, specific risk and diversification, and asset allocation and portfolio construction.

Tutor: Brendan McLaughlin, Fitch Learning
Chapter 20: Asset Allocation
07:48

Discusses passive and active fund management.

Tutor: Brendan McLaughlin, Fitch Learning
Chapter 21: Active and Passive Investment Management
02:05
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Taking the Claritas exam
2 Lectures 00:43
How to enrol for the Claritas exam
00:43

What to expect when you take the Claritas exam at a Pearson VUE test centre.
What to expect in a Pearson VUE test centre
ImportContent
About the Instructor
Fitch Learning
4.0 Average rating
212 Reviews
7,348 Students
18 Courses
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.