Ethical Decision-Making Webinar
30 May at 10:00 a.m. ET - Session full
Please check back soon to register for an upcoming session.
The Ethical Decision-Making Webinar is a free, highly interactive, case-based webinar led by CFA Institute staff that will provide participants with the framework to analyze situations from an ethics perspective (PDF).
Each 60-minute session will include:
- An examination of the factors that lead well-meaning individuals to make unethical decisions
- An explanation of how to apply a framework for analysis of ethical dilemmas common in investment practice
- Several case studies involving real-life situations with the opportunity for participants to vote on the appropriate conduct
- A facilitated discussion of those studies that allow participants to apply ethical framework
View slides from our online ethical decision-making webinar (PDF).
During a visit to the corporate headquarters of a biomedical firm with a group of fellow analysts, the CEO mentions that the test results of a promising new drug will be delayed six months. Previous to this you had determined to sell the company shares, and this new info supports your conclusion. What should you do?
Who Is a Good Candidate for the Program?
This course is geared toward any investment professional who wants to increase their awareness and appreciation for ethical issues that are a normal and predictable part of most jobs, and who want to learn how to effectively address these issues in an appropriate manner — before they become unmanageable or destructive. Ethics isn’t just about compliance with rules and procedures; it’s a way of thinking critically about issues and taking the appropriate path forward. This course will help professionals become more conscious of their thoughts and actions by utilizing a decision-making framework to facilitate analysis of ethical matters and lead to appropriate decisions and conduct.
What Are the Benefits?
The primary benefit is an increased understanding of the fundamental ethical principles applicable to investment professionals and how to make those principles a key factor in everyday decision making and action. Trust is a critical element in the investment services arena. Clients highly value investment professionals they can trust and investment professionals, in turn, can gain client trust by demonstrating honesty, integrity, and ethical behavior. By making ethical conduct a priority, this webinar will help you improve client relationships by building confidence and trust, limit reputational and regulatory risks, and solidify your company’s ethical culture. CFA Institute members are eligible for 1 hour of continuing education credit including SER credit.
How Can I Participate?
Participation is free. To participate in a session, you must have access to a computer and phone line.
If you have any questions, please contact firstname.lastname@example.org.