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The Ethical Decision-Making Webinar is a free, interactive, case-based webinar led by CFA Institute staff that will provide participants with the framework to analyze situations from an ethics perspective.


Topics: Ethics & IntegrityESG & SRI Investing

Hosted by CFA Institute

Overview

Ethical decision-making webinars are free, interactive, case-based webinars led by CFA Institute staff that will provide participants with the framework to analyze situations from an ethics perspective (PDF).

Jon Stokes, Director of Professional Standards

Glenn Doggett, CFA, Director of Standards of Practice

  • An examination of the factors that lead well-meaning individuals to make unethical decisions
  • An explanation of how to apply a framework for analysis of ethical dilemmas common in investment practice
  • Several case studies involving real-life situations with the opportunity for participants to vote on the appropriate conduct
  • A facilitated discussion of those studies that allow participants to apply ethical framework

Part I: Introduction to Ethical Decision Making provides an introduction to an ethical decision-making framework and the application of that framework to real world scenarios. We recommend participating in a Part I session before registering for Part II. Both live programs are repeated on a recurring basis.

Participation is free and available globally. The audio portion of the webinar is provided through VOIP (Voice over Internet Protocol). To participate in a session, you must have access to a computer with speakers or headphones.

Upon registration, you may also participate in the webinar through the Adobe Connect Mobile App for Apple and Android phones.

More information can be found at Ethical Decision-Making for Investment Professionals or contact ethicstraining@cfainstitute.org.

1 CE

including 1 SER

CFA Institute members can claim CE credit by providing their CFA Institute ID number when registering.

About the Speakers(s)

Jon Stokes

Director of Professional Standards, CFA Institute

Glenn DoggettCFA

Director of Standards of Practice