This presentation provides a primer for CFA Institute Standard of Professional Conduct IV(A): Loyalty. 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 duty to employer, personal interests, ethical culture, outside work, leaving employer, confidentiality, proprietary information, employer work product, client lists, employee skills and experience, non compete agreements, social media, whistleblowers.
This video is part of the 22 video series covering each of the Standards of Professional Conduct.
