Standard VII: Responsibilities as a CFA Institute Member or CFA Candidate

This presentation provides a primer for CFA Institute Standard of Professional Conduct VII: Responsibilities as a CFA Institute Member or CFA Candidate. 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 confidentiality of the examinations of CFA Institute programs, misrepresentation of CFA charter, misrepresentation of candidacy or participation in CFA programs, violating CFA Institute program rules and testing policies, cheating, misrepresentations on the CFA Institute Professional Conduct Statement, marketing, investment guarantees, superior performance, opinions, membership in CFA Institute, use of the CFA Institute designation, referral to candidacy in the CFA Program, and use of registered marks "CFA" or "Chartered Financial Analyst." This video is part of the 22 video series covering each of the Standards of Professional Conduct.