This presentation provides a primer for CFA Institute Standard of Professional Conduct III(B): Fair Dealing. 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 client favoritism, levels of client service, disseminating recommendations, and investment allocation.
This video is part of the 22 video series covering each of the Standards of Professional Conduct.
