Lists

Example: List Section

  1. Review your firm’s existing code of ethics, policies, and procedures in comparison to the Code and identify possible gaps or differences.

    • Nested list item
    • Nested list item
    • Nested list item
  2. Honest, competent, and ethical conduct that complies with applicable law Refer to the Recommendations and Guidance (Appendix) and review the interpretations and additional guidance to help you determine whether your firm's procedures comply.
  3. Make revisions, as needed, to align with the Code.
  4. Fair treatment with respect to other clients Fair treatment is not always equal treatment, particularly regarding all of a financial professional's clients. For example, other clients may have different objectives and different risk tolerances, resulting in investment portfolios that are very different from your own. You should not consider it unfari treatment when another client with a riskier portfolio earns higher returns or when another client's less risky portfolio performs better when financial markets decline.

Code

HTML

<ol class="rich-list list-unstyled">
    <li>
        <div class="media">
            <div class="media-left">
                <span class="large-number"></span>
            </div>
            <div class="media-body">
                <p>Review your firm’s existing code of ethics, policies, and procedures in comparison to the Code and identify possible gaps or differences.</p>
                <ul>
                    <li>Nested list item</li>
                    <li>Nested list item</li>
                    <li>Nested list item</li>
                </ul>
            </div>
        </div>
    </li>
    <li>
        <div class="media">
            <div class="media-left">
                <span class="large-number"></span>
            </div>
            <div class="media-body">
                <span class="list-item-title">Honest, competent, and ethical conduct that complies with applicable law</span>
                Refer to the Recommendations and Guidance (Appendix) and review the interpretations and additional guidance to help you determine whether your firm's procedures comply.
            </div>
        </div>
    </li>
    <li>
        <div class="media">
            <div class="media-left">
                <span class="large-number"></span>
            </div>
            <div class="media-body">
                Make revisions, as needed, to align with the Code.
            </div>
        </div>
    </li>
    <li>
        <div class="media">
            <div class="media-left">
                <span class="large-number"></span>
            </div>
            <div class="media-body">
                <a href="#"><span class="list-item-title">Fair treatment with respect to other clients</span></a>
                Fair treatment is not always equal treatment, particularly regarding all of a financial professional's clients. For example, other clients may have different objectives and different risk tolerances, resulting in investment portfolios that are very different from your own. You should not consider it unfari treatment when another client with a riskier portfolio earns higher returns or when another client's less risky portfolio performs better when financial markets decline.
            </div>
        </div>
    </li>
</ol>
            

Documentation

Problem Being Solved

We need to display content with distinct steps.

When To Use

Lists can be used to display content with clear process or steps. This pattern adds visual emphasis to important content.

When Not To use

Lists are not suitable for long content, secondary content, or for showing branching or complex processes.

Formatting

The numbers in these lists are generated by a CSS counter.

Icon List

  • example
    Gold Standard This benefit has a title and a link.
  • Global Passport This benefit has a title but no link.
  • This benefit has no title.

Code

HTML

<ul class="rich-list no-border list-unstyled">
    <li>
        <div class="media">
            <div class="media-left">
                <img class="image" src="/Content/img/examples/branded_image.jpg" alt="example">
            </div>
            <div class="media-body">
                <a href="#"><span class="list-item-title">Gold Standard</span></a>
                This benefit has a title and a link.
            </div>
        </div>
    </li>
    <li>
        <div class="media">
            <div class="media-left">
                <span class="icon pe-7s-map-2 purple"></span>
            </div>
            <div class="media-body">
                <span class="list-item-title">Global Passport</span>
                This benefit has a title but no link.
            </div>
        </div>
    </li>
    <li>
        <div class="media">
            <div class="media-left">
                <span class="icon pe-7s-chat green"></span>
            </div>
            <div class="media-body">
                This benefit has no title.
            </div>
        </div>
    </li>
</ul>
        

Documentation

Problem Being Solved

When To Use

When Not To use

Formatting

Example: Benefits List

  • example Benefits Title Here

    This is where your short description of the benefit should go.

  • example Expand Your Knowledge

    Our rigourous curriculum equips you for complex investment decisions and real-world scenarios.

  • example Become an Ethical Authority

    Gain the confidence and clarity in navigating ethical issues within the financial industry.

  • example Benefits Title Here

    This is where your short description of the benefit should go.

  • example Expand Your Knowledge

    Our rigourous curriculum equips you for complex investment decisions and real-world scenarios.

  • example Become an Ethical Authority

    Gain the confidence and clarity in navigating ethical issues within the financial industry.

  • example

    This is where your short description of the benefit should go.

  • example

    Our rigourous curriculum equips you for complex investment decisions and real-world scenarios.

  • example

    Gain the confidence and clarity in navigating ethical issues within the financial industry.

  • Benefits Title Here

    This is where your short description of the benefit should go.

  • Expand Your Knowledge

    Our rigourous curriculum equips you for complex investment decisions and real-world scenarios.

  • Become an Ethical Authority

    Gain the confidence and clarity in navigating ethical issues within the financial industry.

Code

HTML

<ul class="benefits-list">  
    <li class="benefits-list-item">
        <img class="benefits-list-item-icon" src="/Content/img/examples/branded_image.jpg" alt="example">
        <a href="#" class="benefits-list-item-title h4">Benefits Title Here</a>
        <p class="benefits-list-item-text">This is where your short description of the benefit should go.</p>
    </li>
    <li class="benefits-list-item">
        <img class="benefits-list-item-icon" src="/Content/img/examples/branded_image.jpg" alt="example">
        <a href="#" class="benefits-list-item-title h4">Expand Your Knowledge</a>
        <p class="benefits-list-item-text">Our rigourous curriculum equips you for complex investment decisions and real-world scenarios.</p>
    </li>
    <li class="benefits-list-item">
        <img class="benefits-list-item-icon" src="/Content/img/examples/branded_image.jpg" alt="example">
        <a class="benefits-list-item-title h4">Become an Ethical Authority</a>
        <p class="benefits-list-item-text">Gain the confidence and clarity in navigating ethical issues within the financial industry.</p>
    </li>            
    <li class="benefits-list-item">
        <img class="benefits-list-item-icon" src="/Content/img/examples/branded_image.jpg" alt="example">
        <span class="benefits-list-item-title h4">Benefits Title Here</span>
        <p class="benefits-list-item-text">This is where your short description of the benefit should go.</p>
    </li>
    <li class="benefits-list-item">
        <img class="benefits-list-item-icon" src="/Content/img/examples/branded_image.jpg" alt="example">
        <span class="benefits-list-item-title h4">Expand Your Knowledge</span>
        <p class="benefits-list-item-text">Our rigourous curriculum equips you for complex investment decisions and real-world scenarios.</p>
    </li>
    <li class="benefits-list-item">
        <img class="benefits-list-item-icon" src="/Content/img/examples/branded_image.jpg" alt="example">
        <span class="benefits-list-item-title h4">Become an Ethical Authority</span>
        <p class="benefits-list-item-text">Gain the confidence and clarity in navigating ethical issues within the financial industry.</p>
    </li>
    <li class="benefits-list-item">
        <img class="benefits-list-item-icon" src="/Content/img/example-icon.png" alt="example">
        <p class="benefits-list-item-text">This is where your short description of the benefit should go.</p>
    </li>
    <li class="benefits-list-item">
        <img class="benefits-list-item-icon" src="/Content/img/example-icon.png" alt="example">
        <p class="benefits-list-item-text">Our rigourous curriculum equips you for complex investment decisions and real-world scenarios.</p>
    </li>
    <li class="benefits-list-item">
        <img class="benefits-list-item-icon" src="/Content/img/example-icon.png" alt="example">
        <p class="benefits-list-item-text">Gain the confidence and clarity in navigating ethical issues within the financial industry.</p>
    </li>         
</ul>
            

Documentation

Problem Being Solved

We need to display a short list of benefits in a way that showcases them.

When To Use

Benefits are intended specifically to list advantages or marketing points for a specific audience.

When Not To use

Benefits should not be used for long chunks of content, or for non-benefit-specific information.

Formatting

Benefits section uses the same code as a list section. The differences are:

  • There may be an overview
  • The icons will be an image or an image of an icon. We also have an example where the image is a div that uses the cfaicons (hopefully this will be the option we get to as the default).
    • The first row of items are an example of benefits with an image-icon, a linked title, and text.
    • The second row is an example of benefits with an image-icon, non-linked title, and text.
    • The third row is an example of an image-icon, no title, and text.
    • The fourth row is an exmaple of a div-icon (using the cfaicon class), linked title, and text.