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 Ethics

Commitment to professional ethics is at the core of CFA Institute and societies' mission. We promote high ethical standards and investor protection through professional codes of conduct, guidance, and outreach.

Learn more about CFA Institute's Code of Ethics and Standards of Professional Conduct here: https://www.cfainstitute.org/ethics/codes/code-of-ethics-and-standards-of-professional-conduct​​​

All members and candidate members of CFA Society France agree to abide by and adhere to the CFA Institute Code of Ethics and Standards of Professional Conduct.

The Code and Standards describe best practices relating to:

  • Professionalism
  • The integrity of capital markets
  • Duties to clients
  • Duties to employers
  • Investment analysis, recommendations & actions and conflicts of interest

The Code and Standards provide guidance to members allowing them to identify and resolve ethical conflicts so that the integrity of the profession is maintained.

 Conflicts of Interest

​Some directors of CFA Society France provide CFA program courses. As a result of this, the board of directors of CFA Society France enacted a policy to prevent conflicts of interest; this policy came into force on 18th January 2013.

Those directors are not allowed to use their position as board members to promote their services to any individual in a position to choose (or influence the choice of) a course provider for the CFA program.

See the detailed policy (French only).

 About CFA Institute

CFA Institute is a global, nonprofit member organization of financial analysts, portfolio managers, and other investment professionals.