AI, Data Science & Cloud Certificates from Google, IBM & Meta — 40% Off
One plan covers every Professional Certificate on Coursera. 40% off Coursera Plus Annual.
Unlock All Certificates
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.
