Duties to Clients - CFA Level III Ethics Standards - Reading 32

Learn about professional duties and ethical obligations to clients in this 41-minute video lesson covering Standard III of the CFA® Code of Ethics and Standards of Professional Conduct. Explore the five key components of client duties including loyalty, prudence, and care; fair dealing; suitability; performance presentation; and preservation of confidentiality. Master essential concepts required for the 2025 Level III CFA® exam ethics section while understanding how to properly handle client relationships, manage conflicts of interest, determine investment suitability, present performance data accurately, and maintain client confidentiality in accordance with professional standards.