CFA Level 1 Ethical and Professional Standards

🎉 Unlock the World of Ethics with AnalystPrep's CFA Level I Course! 🚀

Your Journey to Mastering CFA Ethical and Professional Standards Begins Here!

Are you ready to conquer the CFA® exam with ease? Dive into AnalystPrep's engaging video lessons, where studying feels just like unwinding with your favorite show! 📺✨

Course Overview:

Professor James Forjan, PhD, CFA, with his vast experience of over 23 years in teaching finance and a decade-long journey as a chartered financial analyst, is your guide through the complex world of Level I CFA exam curriculum. His credentials are impressive, including:

• BS in Accounting
• MSc in Finance
• PhD in Finance (minor in Economics and two PhD level classes in Econometrics)
• Taught at six different universities, both undergraduate and graduate levels
• Co-author of investment books
• Crafted, edited, updated, and upgraded numerous CFA exam type questions across all levels

What You'll Get:

This course is packed with resources to ensure you're thoroughly prepared:

• Videos: Each Ethics reading is covered in easy-to-digest videos, which you can download for later reference.
• Downloadable PowerPoint Slides: All the key points from each lesson are available in PDF format for a quick review.

Course Content Breakdown:

Professor Forjan meticulously covers the Ethics and Trust in the Investment Profession, including:

• Reading 56: Ethics and Trust in the Investment Profession 🔍
• Reading 57: Code of Ethics and Standards of Professional Conduct 🏛️
• Reading 58: Guidance for Standards I-VII, detailing:

Standard I – Professionalism

• (A) Knowledge of the law
• (B) Independence and objectivity
• (C) Misrepresentation
• (D) Misconduct

Standard II – Integrity of Capital Markets

• (A) Material non-public information
• (B) Market manipulation

Standard III – Duties to Clients and Prospective Clients

• (A) Loyalty and prudence
• (B) Fair dealing
• (C) Suitability
• (D) Performance presentation
• (E) Preservation of confidentiality

Standard IV – Duties to Employers

• (A) Loyalty
• (B) Additional compensation arrangements
• (C) Responsibilities of supervisors

Standard V – Investment Analysis, Recommendations, and Actions

• (A) Diligence and reasonable basis
• (B) Communication with clients and prospective clients
• (C) Records retention

Standard VI – Conflicts of Interest

• (A) Disclosure of conflicts
• (B) Priority of transactions
• (C) Referral fees

Standard VII – Responsibilities as a CFA Institute Member or Candidate

Reading 59: Introduction to the Global Investment Performance Standards (GIPS) 🌍

Why Choose AnalystPrep?

• Expert Guidance: Learn from one of the most experienced educators in the field.
• Comprehensive Materials: Access videos and slides that cover all the essential topics.
• Flexible Learning: Study at your own pace, with materials you can refer back to anytime.
• Proven Results: Join thousands of successful candidates who have passed the CFA exam with AnalystPrep's help.

Enroll Today and Step into a Brighter Financial Future! 🌟

Don't miss out on this opportunity to master the CFA Level I Ethical and Professional Standards with confidence and clarity. Enroll in AnalystPrep's course now and take the first step towards your dream career in finance! 🚀💪

Your Success is Our Mission! 🎓🏆

With AnalystPrep, you're not just learning; you're preparing to become a pillar of integrity, trust, and expertise in the financial world. Get started today and transform your potential into success! 🎉📚✨