Ethical Decision-Making for Investment Professionals

Online Learning
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Source: CFA Institute



The “Ethical Decision-Making for Investment Professionals” online course applies a case-based curriculum to educate investment professionals on how to confront ethical dilemmas and make choices in the best interests of their clients. The game-based course — eligible for 1.5 CE credits (including 1.5 SER) — uses a self-study format that allows you to work at your own pace to earn a certificate upon successful completion.

The course introduces you to the CFA Institute Ethical Decision-Making (EDM) Framework and offers a personalized experience when applying the framework to several real-world scenarios. The case facts are provided using a variety of media simulating real-world interaction (including video, voicemails, and emails), and you are scored on your ability to correctly apply the framework to each scenario. The game-based course measures success by scoring the quality of your ethical decisions which, in turn, helps you “earn” clients. The goal is to fill a virtual office with clients by demonstrating a strong commitment to ethical conduct. 

The course is expected to take between 1 and 1.5 hours to complete. A certificate of completion can be accessed and downloaded from the Learning History tab.

Select the Launch button above to log in and access this course as well as your personal learning history for online courses.

This content is provided for continuing professional development purposes and is not intended to be used as a substitute for study for any CFA Institute candidate program.

US$0.00 Member | US$0.00 Candidate | US$0.00 Nonmember
Credits · About the CE Program
1.5 CE (including 1.5 SER) Manage CE Credits

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