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Berkeley Global
Gain an overall understanding of ethics and regulation, inputs and tools, investment instruments, industry structure, terminology, processes and procedures, and best practices to serve client needs. Whether you’re a professional in IT, marketing, sales, operations or any other role that supports investment decision makers, this course helps you support them and prepares for the Claritas® exam and earn the Claritas® Investment Certificate that is awarded by the CFA Institute upon successful completion of the exam. This course and the Claritas® program can help you provide superior service to clients and compete more effectively in the marketplace. Instruction culminates with a mock exam to further prepare you to confidently sit for the Claritas® Investment Certificate exam.
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