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.

Quartic Course Options

The Quartic Online portal is your comprehensive online resource platform including:
Video Library
Question Banks
Progress Tests
Mock Exams
Progress Dashboard

The online platform is supported by the Quartic e-workbooks with printed option available.

We also offer a live course option, please speak to us for details.

For advice on your best study option contact us on +44 20 7776 7500, on + 44 77 3527 6170 on WhatsApp, or email us at with any questions you may have and we will be happy to help you.

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


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.


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 bookss: Two e-workbooks to accompany your studies, printed option available.

Mock exams: Two full-length online mock exams.

Tutor support: See below.

Classroom courses: Speak to us for details.

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.

Send a message

    COPYRIGHT ©2022 Quartic Training Limited. CFA Institute does not endorse or warrant the accuracy or quality of the products or services offered by Quartic Training Limited. CFA Institute, CFA®, Chartered Financial Analyst® and Investment FoundationsTM are trademarks owned by CFA Institute.