Investment Ethics and Performance Standards

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Investment Ethics and Performance Standards

Coursera · Intermediate ·💰 FinTech & AI for Finance Professionals ·3w ago

Key Takeaways

Masters CFA Ethics and GIPS for finance professionals and CFA candidates

Original Description

Master CFA Ethics and GIPS with real-world clarity and practical application. Build ethical decision-making skills essential for finance professionals and CFA candidates. This course provides a comprehensive understanding of CFA Code of Ethics, Standards of Professional Conduct, and Global Investment Performance Standards (GIPS). Designed for finance professionals and students, it bridges the gap between theory and real-world practice. You will learn how to apply ethical principles in client relationships, manage conflicts of interest, ensure fair dealing, and maintain professional integrity. The course also covers GIPS framework, helping you understand performance reporting, composites, and compliance. With structured modules and practical insights, this course prepares you for CFA exams while enhancing your professional credibility and decision-making skills.
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