Code and Standards and Interpretive Guidance
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The New and Revised Standards of Professional Conduct that will go into effect 1 January 2024 (PDF)See the three new and revised Standards of Professional Conduct that will go into effect 1 January 2024 and read the summary explanation of those changes.
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Guidance for the Codes and StandardsAs the investment management landscape evolves, we update the guidance to provide how the Code and Standards apply to issues facing investment professions. The latest guidance is available here.
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Standards of Practice Handbook (11th edition, 2014) (PDF)Contains the Code and Standards (effective 1 July 2014) and the guidance applicable at publication.
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Ethics in Practice Casebook (2nd edition) (PDF)
Test your application of the Code and Standards with short cases based on real-world scenarios.
Tools and Resources
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Changes to the CFA Institute Code of Ethics and Standards of Professional Conduct – WebinarPlease join us on 24 October for an overview of the changes that apply for all charterholders, CFA Institute members, and candidates in the CFA Program, effective 1 January 2024. Register Now.
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TranslationsThe Code and Standards have been translated into more than 20 languages.
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HelpdeskQuestions? Email us.
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Learn more about the Professional Conduct ProgramTo protect the integrity of CFA Institute membership, designations, and exam programs, CFA Institute upholds the Code and Standards, all exam rules and regulations, and the CFA Institute Bylaws through enforcement by the Professional Conduct Program.
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Report misconductYou can help protect the integrity of CFA Institute membership and designations by reporting conduct that does not meet our standards.
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Why Ethics Matter to the Investment IndustryRead why ethics matter to the investment industry.