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Overview

Members and Candidates must deal fairly and objectively with all clients when providing investment analysis, making investment recommendations, taking investment action, or engaging in other professional activities.

About the Speaker(s)

Jon Stokes
Jon Stokes

Jon Stokes is the Director, Ethics and Standards Education at CFA Institute. His responsibilities include, design and creation of online ethics education, development and maintenance of the CFA Institute Code of Ethics and Standards of Professional Conduct, and the design and management of the CFA Institute Ethical Decision-Making and Giving Voice to Values education programs. Stokes holds a JD degree.