CFA Institute Investment Foundations Classroom Course

Monday, 4th September 2017 from 09:00 to Wednesday, 6th September 2017 17:00
London, EC2M 1JH, 46 New Broad Street, Quartic
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Quartic Training Training Provider
The CFA Institute Investment Foundations™ certificate program (previously called Claritas) covers the essentials of finance, ethics, and investment roles, providing a clear understanding of the global investment industry. The program is designed for all professional disciplines outside of investment roles, including IT, operations, accounting, administration, and marketing.

Topics covered:
- Industry Overview
- Ethics and Regulation
- Inputs and Tools
- Investment Instruments
- Industry Structure
- Serving Client Needs
- Industry Controls

- Gain a clear understanding of the essentials of the investment industry and your roles and responsibilities within it.
- Increased confidence in communicating with colleagues and clients by having improved knowledge on how the industry works and your role within it.
- Stand out from the crowd by gaining the fundamental knowledge needed to work in the investment industry.
- Shows commitment to ethical standards

The exam:
The exam is computer-based and administered in English at the Pearson VUE test centres around the world. You will have 2 hours to answer 120 multiple-choice questions.

As a Member of the CFA® Institute Approved Prep Provider Program, we can facilitate a 10% saving on the exam registration fee for candidates (RRP $250) – please ask for further details.
  • Finance Training
  • Investment Foundations
  • Finance Qualifications
  • Investment Banking
  • Finance skills
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Nicholas has over 25 years' experience in the Financial Markets Sector following his graduation in 1990 from Queens' College, Cambridge with a Degree in Mathematics. In 1995 he qualified as a Chartered Accountant with Price Waterhouse (now PwC), following which he joined Ernst & Young (now EY) as a…

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