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Standard III - Duties to Clients and Prospective Clients - 2025 LI CFA Exam - Ethics-Module 3

AnalystPrep via YouTube

Overview

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This 29-minute video lesson covers Standard III - Duties to Clients and Prospective Clients for the 2025 Level I CFA® Exam Ethics Module 3. Learn about the five key components of Standard III: Loyalty, Prudence, and Care; Fair Dealing; Suitability; Performance Presentation; and Preservation of Confidentiality. Understand how investment professionals must prioritize client interests, treat all clients fairly, ensure investment recommendations match client needs, present performance data accurately, and maintain client confidentiality. Part of AnalystPrep's comprehensive CFA® Program preparation materials, which include study notes, video lessons, question banks, and mock exams for all levels of the CFA® examination.

Syllabus

Standard III – Duties to Clients and Prospective Clients (2025 LI CFA® Exam – Ethics–Module 3)

Taught by

AnalystPrep

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