Periodic Review of Standards and Handbook Tenth edition updates to the Code and Standards and Standards of Practice Handbook
In 2010, CFA Institute completed a periodic review of the Code and Standards as well as the accompanying Standards of Practice Handbook (Handbook). The Standards of Practice Council (SPC) is the volunteer committee charged by the CFA Institute Board of Governors with providing continuous oversight of CFA Institute standards and fostering the integrity of the capital markets by developing and maintaining the Code and Standards. To meet this responsibility, the SPC periodically reviews the Code and Standards as well as the Handbook.
The latest revisions include:
- Clarification change to Standard III (A) Duties to Clients — Loyalty, Prudence, and Care
- New examples and guidance that address recent market events and professional practice during a down market
- Improved readability of the Handbook
Read more about these revisions.