https://digital.lib.ueh.edu.vn/handle/UEH/62429 2026-04-17T08:02:01Z 2026-04-17T08:02:01Z CFA Institute https://digital.lib.ueh.edu.vn/handle/UEH/65492 2022-11-25T08:40:53Z 2014-01-01T00:00:00Z

Title: Standards of practice handbook Author(s): CFA Institute Abstract: The Standards of Practice Handbook (Handbook) provides guidance to the people who grapple with real ethical dilemmas in the investment profession on a daily basis; the Handbook addresses the professional intersection where theory meets practice and where the concept of ethical behavior crosses from the abstract to the concrete. The Handbook is intended for a diverse and global audience: CFA Institute members navigating ambiguous ethical situations; supervisors and direct/indirect reports determining the nature of their responsibilities to each other, to existing and potential clients, and to the broader financial markets; and candidates preparing for the Chartered Financial Analyst (CFA) examinations.

2014-01-01T00:00:00Z