Level I CFA Ethics: Guidance for Standard V Lecture 8

Опубликовано: 14 Октябрь 2024
на канале: IFT
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This is Reading 3 for the 2021 exam.

This CFA exam prep video lecture covers:
CFA Institute Code of Ethics and Standards of Professional Conduct
V. INVESTMENT ANALYSIS, RECOMMENDATIONS, AND ACTIONS
A. Diligence and Reasonable Basis
B. Communication with Clients and Prospective Clients
C. Record Retention

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