This presentation provides a primer for CFA Institute Standard of Professional Conduct I(B): Independence and Objectivity. The video conveys the key concepts of the standard, recommended compliance practices, and provides case studies to allow users to practice applying the standard to real world scenarios. The concepts covered include giving and receiving gifts, gifts from clients, benefits from corporate issuers, issuer paid research, vendor services, pressure from employers, business entertainment, personal or business relationships, compensation arrangements, "pay-to-play" arrangements, and disclosure.
This video is part of the 22 video series covering each of the Standards of Professional Conduct.
