312-251-1301 info@cfachicago.org

Event Detail

CFA Society Chicago Claritas Prep Program (Ended)

Fundamentals of Investing

Date, Time, and Location:
Wednesday, September 07, 2016 (add this event to your Outlook Calendar)
2:00 pm - 4:30 pm
Mesirow Financial, 4th Floor, 353 N Clark Street, Chicago, IL  60654   (Driving Directions)

CFA Chicago Claritas Prep Program
CFA Society Chicago has worked with CFA Institute to develop a "live" prep program for the Claritas Investment Certificate. Our "live" classroom experience is taught by local industry professionals and PhDs. The course will deliver the fundamentals of investing and it will help you prepare for the exam.

CFA Society Chicago Claritas Prep Program:

  • Taught by local industry professionals and PhDs
  • 8 weekly classes, held on Wednesdays
  • Receive PDFs of the weekly PowerPoint presentations
  • Mock Exam and Q&A sessions
  • Fundamentals of Investing

CFA Society Chicago's popular Fundamentals of Investing course (2005-2012) was updated and used as a guide for developing the new CFA Society Chicago Claritas Prep Program. This program still delivers a solid foundation of investment and financial industry information.

*You do not need to be signed up for the Claritas exam in order to take the CFA Society Chicago classes. Please note attendees will only receive access to the eTextBook if they register for the exam.

Is the Prep Program For You?
Claritas promotes a shared understanding of the industry, builds employee confidence, and raises effectiveness across all professional disciplines in the financial services industry, outside of investment roles; from client services to compliance; from human resources to IT and operations; from sales and marketing to legal and administrative services.

What Businesses Think of Claritas


September 7, 2016: Instructor; Russell Rhoads, CFA
Chapter 1 - The Investment Industry: A Top-Down View
Chapter 13 - Structure of the Investment Industry
Chapter 16 - Investors and Their Needs
Chapter 17 - Investment Management

September 14, 2016: Instructor John Nyhoff, Ph.D
Chapter 4 - Microeconomics
Chapter 5 - Macroeconomics
Chapter 6 - Economics of International Trade

September 21, 2016: Instructor; Annie Logue, CFA
Chapter 7 - Financial Statements
Chapter 9 - Equity Securities
Chapter 10 - Debt Securities

September 28, 2016: Instructor; Andrew Kominik, CFA
Chapter 8 - Quantitative Concepts
Chapter 11 - Derivatives
Chapter 12 - Alternative Investments

October 5, 2016: Instructor; Michael Falk, CFA, CRC
Chapter 14 - Investment Vehicles
Chapter 15 - The Functioning of Financial Markets

October 12, 2016: Instructor; Brian Thompson
Chapter 18 - Risk Management
Chapter 19 - Performance Evaluation

October 19, 2016: Instructor; Russell Rhoads, CFA
Chapter 2 - Ethics and Investment Professionalism
Chapter 3 - Regulation
Chapter 20 - Investment Industry Documentation

October 26, 2016: Instructor; Russell Rhoads, CFA
Mock Exam (approx. 1 hour)
Study Group Open discussion

Early Bird Rate through August 24 - $325
Regular Rate after August 24 - $399
Discount Group Pricing - $299 (5 or more individuals from the same organization - Must call to register)
Student Members - $75 (limited seats available) *Function tickets may not be used

NOTE: CFA Society Chicago must have a minimum of 20 registrants in order to hold this course. Limited space.

For Reservations: Register online below.

Hosted by: Education Advisory Group

2:00 pm - 4:30 pm - Course
*Please arrive a few minute before the class begins

*Special Notes Regarding Fees:
Credit card required to guarantee ALL reservation. Day-of-event registrations are not accepted. Visa, MasterCard, American Express, Discover and Diners Club are accepted. Cancellations accepted until 5:00 pm, September 1, 2016 - there will be no refunds after this date.

Content shared during CFA Society Chicago programs is not, and nothing in it should be construed as, an offer, invitation or recommendation of any specific financial services company or professional, or an offer, invitation or recommendation to sell, or a solicitation of an offer to buy, any securities in any jurisdiction. By registering for and attending this event, you acknowledge that any photographs that may be taken are the property of CFA Society Chicago and give your consent to their use in CFA Society Chicago's online and print business communications and marketing.