Articles
Standard VI – Conflicts of Interest
This standard has three parts: A. Disclosure of Conflicts This standard states that the members must make full an...
Standard V – Investment Analysis, Recommendations, and Actio...
This standard has two parts: A. Diligence and Reasonable Basis This standard states that the member must exercise...
Standard IV – Duties to Employers
This standard has three parts: A. Loyalty This standard states that the members must always act in favor of their...
Standard III – Duties of Clients
This standard has 5 parts: A. Loyalty, prudence, and Care Members have a duty of loyalty to their clients and mus...
Standard II – Integrity of Capital Markets
The second standard, integrity, has two sub-parts: A. Material Non-public Information The Members and Candidates ...
Standard I - Professionalism (Standards of Professional Cond...
The first standard, professionalism, has four sub-parts: A. Knowledge of the LawThe members and candidates must know...
Seven Standards of Professional Conduct
The CFA members and candidates are expected to know and adhere by the following standards of professional conduct: I...
Six Components of the Code of Ethics
The code of ethics must be followed by both the members of CFA Institute and the candidates seeking the CFA designation...
CFA Institute Professional Conduct Program
All CFA Institute members and candidates enrolled in the CFA Program are required to comply with the Code and Standards...
How to find lost super
Your super is yours. You earned it, so you should benefit from it when you retire. However, it’s all too easy to lose tr...
Changes to the PRM Exam
Effective January 1, 2014, PRMIA has made some significant changes to the way the PRM exams can be taken by students. Th...
Create Financial Dashboards Using Excel PowerPivot
Microsoft Excel has always been the spreadsheet software of choice for organizations around the world to perform financi...
Forex Webinars
Webinars have become very popular of late but not everyone understands what they are and how they are used. What is a...
Stock Evaluation Spreadsheet
Our user Jim Grant has created a very useful stock evaluator spreadsheet and has shared it with the Finance Train Commun...
Trading Forex - Your Way
When investors are looking for the right place to put their money to work, there are many choices of varying degrees of ...
Why Switching Banks is Sometimes a Good Idea
It is surprising that a majority of bank account owners do not think to switch current account at any point in their liv...
Emerging Markets: 5 Best Countries to Invest in Today
Turning to emerging markets is a good foreign investment strategy because these markets have the biggest potential for g...
Common Automobile Insurance Myths
Many insurance policies can be quite confusing sometimes. There are tons of options, terms and conditions and a policy h...
The Pros And Cons Of Structured CDs
The stock market has been on quite a ride this year, with the DJIA up over 22% to date. On the other hand, we all rememb...
Degree of Total Leverage
Using the formulas for Degree of Operating Leverage (DOL) and Degree of Financial Leverage (DFL), we can calculate the d...
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