Articles & Insights

Standard I (C) Professionalism - Misrepresentation

Standard I (B) Professionalism - Independence and Objectivity

Standard I (A) Professionalism - Knowledge of the Law

Seven Standards of Professional Conduct

Standard VII – Responsibilities of a CFA Institute Member or CFA Candidate

Standard VI – Conflicts of Interest

Standard V – Investment Analysis, Recommendations, and Actions

Standard IV – Duties to Employers

Standard III – Duties of Clients

Standard II – Integrity of Capital Markets

Standard I - Professionalism (Standards of Professional Conduct)

Seven Standards of Professional Conduct

Six Components of the Code of Ethics

CFA Institute Professional Conduct Program

Hedge Fund Fee Structure, High Water Mark and Hurdle Rate

Short-fall Risk, Safety-first Ratio, and Optimal Portfolio Selection

Banking: Understanding Reserve Ratios

Reserve requirements are the amount of funds that a bank must hold in reserve against specified deposit liabilities.

Banking: How Banks Give Out Loans?

This simple video from Khan Academy explains how a bank gives out loans to people without actually losing their equity. The video provides an helicopter view of the core banking system which involves deposit taking and lending.

Banking: How Bank Notes and Checks Work?

Banking: Introduction to Bank Notes

A bank note is a note issued by a bank representing its promise to pay a specific sum to the bearer on demand and acceptable as money. It is often known as a bill, paper money or simply a note.