CFA Ethical Decision-Making Webinar

Identify. Consider. Act. These steps form the foundation of the ethical decision-making framework developed by the CFA Institute to guide investment professionals as they resolve ethical dilemmas in the best interests of their clients.  Using case studies to illustrate real-world ethical situations, the CFA Institute has designed tools to help you apply this framework with confidence.

Ethical decision-making webinars are free, interactive, case-based webinars led by CFA Institute staff that will provide participants with the framework to analyze situations from an ethics perspective (PDF).

Jon Stokes, Director of Professional Standards
Glenn Doggett, CFA, Director of Standards of Practice

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

Part I: Introduction to Ethical Decision Making provides an introduction to an ethical decision-making framework and the application of that framework to real world scenarios. We recommend participating in a Part I session before registering for Part II. Both live programs are repeated on a recurring basis.

Participation is free and available globally. The audio portion of the webinar is provided through VOIP (Voice over Internet Protocol). To participate in a session, you must have access to a computer with speakers or headphones.

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