SAN FRANCISCO--(BUSINESS WIRE)--CFA Society San Francisco is partnering with UC Berkeley Extension to offer a new course designed to help students earn the new Claritas® Investment Certificate, offered through CFA Institute. The Institute created the Claritas Investment Certificate and exam to give anyone working in or entering the financial services industry a clearer understanding of the investment industry and the professional responsibilities within it. UC Berkeley Extension’s Claritas Fundamentals course covers ethics and regulation, inputs and tools, investment instruments, industry structure and controls, and ways to serve client needs. Culminating in a mock exam, the course prepares students to sit for the Claritas exam.
“Increased confidence, improved communication and stronger knowledge of industry essentials are just a few of the benefits you’ll gain with the Claritas Investment Certificate,” says CFA Society San Francisco Executive Director Maren Amdal. “We are so pleased to partner with an organization of the prestige and respect of UC Berkeley Extension to bring this new program to the public.”
“Whether you’re in HR, marketing, sales, operations, IT or any other role that supports investment decision makers, Claritas enables employees to help their businesses provide superior service to clients,” says UC Berkeley Extension Business, Technology and Engineering Director Paul Emery. “In fact, the solid overview you get in the Claritas Fundamentals course is beneficial for those working in any business setting.”
TITLE: Claritas Fundamentals BUS ADM 1096
WHAT: Review course for Claritas Investment Certificate exam
WHERE: UC Berkeley Extension San Francisco Campus, 160 Spear St.
WHEN: Sept. 9–Nov. 1, 2014 (8 meetings)
ABOUT CFA SOCIETY SAN FRANCISCO:
With its origin dating back to March 1929, the CFA Society San Francisco (CFASF) is the second oldest and seventh largest of the 140 societies globally that now constitute the membership arm of the prestigious CFA Institute, issuer of the Chartered Financial Analyst Designation. Currently, the Society’s 3,250 members include investment professionals employed by Bay Area banks, insurance companies, investment counselors, brokers, public agencies, universities and corporations.
ABOUT UC BERKELEY EXTENSION:
Founded in 1891, UC Berkeley Extension is the continuing education branch of the University of California, Berkeley. Extension offers professional development and personal enrichment in the classroom and online—including more than 2,000 courses and more than 75 professional certificates and specialized programs of study—for adults in the San Francisco Bay Area and beyond.