Claritas™ investment certificate

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Claritas investment certificate Pilot Program
Offering for AIMSE Members
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contents

• Why Claritas?
• Who is it for?
• What does it involve?
• What does the curriculum cover?
• How we help candidates succeed.
• Key facts at a glance
• Pilot timeline
• Candidate experience.

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WHY CLARITAS?
The Claritas Investment Certificate from CFA
Institute is a global and comprehensive program
that gives a clear understanding of the
investment industry and the professional
responsibilities for everyone working with
investment decision makers.
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WHO IS IT FOR?

• The new Claritas Investment Certificate from CFA
  Institute is designed for all in the financial
  services industry who work in association with
  investment decision-making including, but not
  limited to the following
• Sales Marketing
• Client Service
• Consultant Relations
• Operations
• Legal Compliance

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WHAT DOES IT INVOLVE?

• The Claritas Investment Certificate is an
  easy-to-use, online, self-study program including
  reading materials and the exam.
• It will involve
• Up to 100 hours of self-study from an interactive
  e-book
• Access to supplemental study tools including
  end-of-chapter questions, an online mock exam,
  and additional practice assessments
• Two-hour, multiple-choice examination under
  high-stakes test conditions
• Computer-base testing within global networks of
  centers managed by Pearson VUE
• Award of a certificate of knowledge for those who
  pass the exam

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What does the curriculum cover?
Module 1 Overview Chapter 1 The Investment Industry A Top-Down View Module 5 Industry Structure Chapter 13 Structure of the Investment Industry Chapter 14 Investment Vehicles and Structures Chapter 15 Investment Market Characteristics
Module 2 Ethics Regulation Chapter 2 Ethics and Investment Professionalism Chapter 3 Regulation and Supervision Module 6 Industry Controls Chapter 16 Investment Industry Documentation Chapter 17 Risk Management Chapter 18 Performance Evaluation
Module 3 Tools Inputs Chapter 4 Financial Statements Chapter 5 Quantitative Concepts Chapter 6 Microeconomics Chapter 7 Macroeconomics Chapter 8 International Trade Foreign Exchange Module 7 Serving Clients Needs Chapter 19 Investor Needs and Investment Policy Chapter 20 Asset Allocation Chapter 21 Active and Passive Investment Management
Module 4 Investment Instruments Chapter 9 Equity Securities Chapter 10 Debt Securities Chapter 11 Derivatives Chapter 12 Alternative Investments
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How we help candidates succeed

• Candidates enrolled in the program will have
  access to supplemental study tools to confirm
  their understanding of the materials as they
  learn and to help prepare for the examination.
• This Includes
• An e-book curriculum with highlighting,
  note-taking and bookmarking features
• Multi-media videos to motivate and bring
  curriculum to life
• End-of-chapter questions, an online mock exam and
  additional practice assessments

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KEY FACTS AT A GLANCE
Type of course Self Study
Course languages English
Average study time 100 hours
Length of curriculum 650 pages
Curriculum delivery E-book
Learning support Mock exam, tutorial videos, practice questions
Exam format Multiple choice 120 questions
Length of examination 2 hours
Entry requirements None
Where to register www.aimse.org to purchase a voucher www.cfainstitute.org once you have a voucher
Availability For pilot between March 25 April 25, 2013
On completion Certificate of knowledge
Whats the cost 225 (200 plus 25 for shipping handling)
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PILOT TIMELINE
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CANDIDATE EXPERIENCE

• Benefits to AIMSE Members
• An early opportunity to experience the Claritas
  Investment Certificate, a new benchmark in the
  industry from CFA Institute
• Possible influence on the program features,
  curriculum content and presentation, exam content
  and rigor, and overall product design
• Public recognition of AIMSEs partnership with a
  gold standard
• Substantial discount
• Price USD 225 per participant, a 460 discount
  from the individual registration cost once the
  global program launches in May, 2013

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CANDIDATE EXPERIENCE - continued

• CFA Institute will seek program participants
  feedback to refine the product and service
  through
• One-on-one interviews with select AIMSE
  participants
• On-site exam center survey (test center
  experience feedback)
• Online surveys of participants