Date(s) - October 13,2014 - October 15,2014
This two-month course will prepare participants for the Claritas Investment Certificate examination.
The Claritas Investment Certificate is a new global certification offered by the CFA Institute. The goal of the Claritas Investment Certificate program is to provide a fundamental understanding of the essential aspects of the investment industry. The certificate is awarded by the CFA Institute to candidates who pass the Claritas exam.
Who Should Attend
This Claritas program is ideal for anyone working in financial services who seeks a clear understanding of the investment industry and their professional responsibilities within it. The program promotes a shared understanding of the industry, builds employee confidence, and raises effectiveness across all professional disciplines involved with it , outside of investment roles; from client services to compliance; from human resources to IT and operations; and from sales and marketing to legal and administrative services.
»» Ethics and Regulation
»» Tools and Inputs
»» Investment Instruments
»» Industry Structure
»» Industry Controls
»» Serving Client Needs
How You Will Learn
The course will be conducted along workshop principles with formal lectures and interactive examples. Case studies will illustrate the application of each product and service in an operations environment. Each learning point will be reinforced with practical exercises and case studies.
Event E-mail: [email protected]
Monday, October 13- 2014 @ 0:00 UAE local time (GMT+4) Replication or redistribution in whole or in part is expressly prohibited without the prior written consent of Mediaquest FZ LLC.