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Coursera

Investment Ethics and Standards

EDUCBA via Coursera

Overview

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Master CFA Ethics with clarity, confidence, and real-world application. Crack one of the most important CFA exam sections with ease. This course is designed to simplify the CFA Code of Ethics, Professional Standards, and GIPS framework through structured modules and lesson-focused learning. Whether you're a CFA Level 1 candidate or an aspiring finance professional, you'll gain a strong foundation in ethical decision-making and professional conduct. You will learn how to interpret and apply ethical standards, identify violations, and make client-focused investment decisions. The course also covers communication practices, conflict management, and global investment performance standards (GIPS), ensuring you understand both theory and application. With a practical, exam-oriented approach, this course helps you build confidence, improve retention, and develop skills that are essential for success in the CFA exam and your finance career.

Syllabus

  • Foundations of Ethical Conduct
    • Learn the core principles of CFA Ethics, including the Code of Ethics, Professional Standards, and handling of sensitive information for ethical decision-making.
  • Duties to Clients & Professional Responsibilities
    • Understand client-focused responsibilities, confidentiality, supervisory roles, and transparent communication practices in investment management.
  • Professional Integrity & GIPS Framework
    • Explore CFA member responsibilities and master GIPS standards for ethical performance reporting and global investment compliance.

Taught by

EDUCBA

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