Ethics Resources

 

Handbook: Get commentary on the Code and Standards, practical applications for the day-to-day, and more with our Standards of Practice Handbook.

 

Self Exam: Test your knowledge with our ethics self exam.

 

Online Learning: An interactive case-based course reviews six standards that reinforce the expected ethical behaviors associated with the development of research reports and recommendations.

 

Case Studies: Review your understanding of the Code and Standards in complex case studies (PDF). These case scenarios are followed by item set style questions that cover multiple ethical aspects of the Code and Standards.

 

Ethical Decision Making Courses: Create a culture of integrity at your firm with on-site, interactive, case-based training.

 

Adoption Details: The latest version of the Code and Standards was adopted on 1 January 2006. The adopting release (PDF) and webcast provide details on changes approved at that time.

 

Professional Conduct Program: Violations of the Code and Standards can result in disciplinary sanctions, including revocation of membership and the right to use the CFA designation. Find out more about the Professional Conduct Program.