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).
- 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.