Investment Foundations Program® (IFP)

The CFA Institute Investment Foundations® Program (previously called Claritas) covers the essentials of finance, ethics, and investment roles, providing a clear understanding of the global investment industry.

The Quartic package for the CFA Institute Investment Foundations Program® includes:

Quartic Online: A series of inspirational videos covering everything you need to know to understand each of the chapters.

Question bank: Test your knowledge and hone your exam skills with our extensive question bank.

Quartic printed materials: Two workbooks to accompany your studies.

Mock exams: Two full-length online mock exams.

Tutor support: See below.

Cost: £299.00*

* All prices net of VAT

UK postage and packaging: £30.00

Classroom courses: Speak to us for details.

All prices are net, VAT will be added where applies.

ABOUT THE COURSE

The program is designed for all professional disciplines outside of investment roles, including IT, operations, accounting, administration, and marketing.

Modules included within Investment Foundations:

  • Industry Overview
  • Ethics and Regulation
  • Inputs and Tools
  • Investment Instruments
  • Industry Structure
  • Serving Client Needs
  • Industry Controls

Benefits of studying for the CFA Institute Investment Foundations Program

  • 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.
  • Show commitment to ethical standards.

 

From March 2019 this exam is completely FREE, including the curriculum. See here for details.

The exam itself is two hours long, with 120 multiple choice questions to answer.

If you pass the exam then you will be awarded the CFA Institute Investment Foundations Certificate.

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