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SUMMARY:Level I Ethics Workshop - December 2026
DESCRIPTION:Professions can only exist within an industry when those acting with transparency\, integrity\, candor\, and trust reach a critical mass. Come join Kujo Osei\, CFA\, CPA as he analyses CFA Institute’s Code of Ethics and Standards of Professional Conduct within the Level I CFA Curriculum as well as provide some test taking tips for the Level I exam.This discussion will follow CFA Institute’s Learning Outcome Statements for 2027 Level I CFA Curriculum Volume 10 Ethical and Professional Standards Modules 1-3 & 5: \n\n\n\n\nExplain Ethics.\n\n\n\nDescribe the role of a code of ethics in defining a profession.\n\n\n\nDescribe professions and how they establish trust.\n\n\n\nDescribe the need for high ethical standards in investment management.\n\n\n\nExplain professionalism in investment management.\n\n\n\nIdentify challenges to ethical behavior\n\n\n\nCompare and contrast ethical standards with legal standards.\n\n\n\nDescribe a framework for ethical decision making.\n\n\n\nDescribe the structure of the CFA Institute Professional Conduct Program and the process for the enforcement of the Code and Standards.\n\n\n\nIdentify the six components of the Code of Ethics and the seven Standards of Professional Conduct.\n\n\n\nExplain the ethical responsibilities required by the Code and Standards\, including the sub-sections of each Standard.\n\n\n\nDemonstrate the application of the Code of Ethics and Standards of Professional Conduct to situations involving issues of professional integrity\n\n\n\nRecommend practices and procedures designed to prevent violations of the Code of Ethics and Standards of Professional Conduct\n\n\n\nIdentify conduct that conforms to the Code and Standards and conduct that violates the Code and Standards\n\n\n\nEvaluate practices\, policies\, and conduct relative to the CFA Institute Code of Ethics and Standards of Professional Conduct\n\n\n\nExplain how the practices\, policies\, and conduct do or do not violate the CFA Institute Code of Ethics and Standards of Professional Conduct
URL:https://cfanorthcarolina.org/event/level-i-ethics-workshop-december-2026/
CATEGORIES:Candidate Focused Event,Special Invitation for CFANC Members,Virtual
ATTACH;FMTTYPE=image/png:https://cfanorthcarolina.org/wp-content/uploads/2026/09/Add-a-heading-15.png
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