This presentation provides a primer for CFA Institute Standard of Professional Conduct III(E): Preservation of Confidentiality. 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 illegal activities, legally required disclosure, client permission, electronically stored client information, information security, and CFA Institute Professional Conduct investigations.
This video is part of the 22 video series covering each of the Standards of Professional Conduct.
