Ethical Decision Making for Investment Professionals is a highly interactive, case-based webinar led by CFA Institute staff that will provide participants with the framework to analyze situations from an ethics perspective. The session provides an engaging exploration of ethical decision-making in the financial services industry, drawing on the CFA Institute’s Code of Ethics and Standards of Professional Conduct and the Ethical Decision-Making Framework.

The presentation will help participants: 

• Recognize and interpret ethical dilemmas in professional settings
• Analyze complex situations where rules may be unclear or competing interests exist
• Apply a structured approach and practical tools to make sound, ethical decisions

The course emphasizes interaction and reflection, using case studies, group discussions, and real-world examples.