312-251-1301 info@cfachicago.org

Event Detail

CFA Chicago Claritas Prep Program (Ended)

Fundamentals of Investing

Date, Time, and Location:
Wednesday, September 10, 2014 (add this event to your Outlook Calendar)
1:45 pm - 4:30 pm
Mesirow Financial, Fourth 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 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 Chicago's popular Fundamentals of Investing course (2005-2012) was updated in 2013 and used as a guide for developing the new CFA Chicago Claritas Prep Program. This new program will still deliver 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 Chicago classes.

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

VIDEO: Why Choose the Claritas Program?

Sept. 10: Instructor; Michael Falk, CFA
Chapter 1 - The Investment Industry: A Top-Down View
Chapter 13 - Structure of the Investment Industry
Chapter 19 - Investor Needs and Investment Policy
Chapter 20 - Asset Allocation

Sept. 17: Instructor; Chris Mier, CFA
Chapter 4 - Microeconomics
Chapter 5 - Macroeconomics
Chapter 6 - International Trade and Foreign Exchange

Sept. 24: Instructor; Andrew Kominik, CFA
Chapter 8 - Quantitative Concepts
Chapter 11 - Derivatives
Chapter 12 - Alternative Investments

Oct. 1: Instructor; Joseph Vu, Ph.D., CFA
Chapter 7 - Financial Statements
Chapter 9 - Equity Securities
Chapter 10 - Debt Securities

Oct. 8: Instructor; Brian Langenberg, CFA
Chapter 14 - Investment Vehicles and Structures
Chapter 15 - Investment Market Characteristics

Oct. 15: Instructor; Michele Gambera, Ph.D., CFA
Chapter 17 - Performance Evaluation
Chapter 21 - Active and Passive Investment Management

Oct. 22: Instructor; Russell Rhoads, CFA
Chapter 2 - Ethics and Investment Professionalism
Chapter 3 - Regulation and Supervision
Chapter 18 - Investment Industry Documentation
Chapter 16 - Risk Management

Oct. 29: Mock Exam and Study Group Discussion
Mock Exam (approx. 1 hour)
Study Group Open Discussion

Early Bird Rate, before Aug. 20 - $325
Regular Rate, after Aug. 20 - $399
Discount Group Pricing - $299 (5 or more individuals from the same organization - Must call to register)
Student Members - $75 (limited seats available)

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

Attire: Business Casual

For Reservations: Register online below.

Hosted by: Education Advisory Group

1:45pm - 2:00pm: Registration & Networking
2:00pm - 4:30pm: Course

*Special Notes Regarding Fees:
Credit card required to guarantee ALL reservations. Day-of-event registrations accepted on-site only if applicable and space available. There is a $25 surcharge for walk-ins. Visa, MasterCard, American Express, Discover and Diners Club are accepted. Cancellations accepted until 5:00 pm, Sept. 3 - there will be no refunds after Sept. 3.

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.