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 Ethics Invitational
​CFA Society Orlando is excited to support our local universities in their participation in the Ethics Invitational hosted by CFA Society Tampa, which embodies the mission of CFA Institute by promoting “the highest standards of ethics, education, and professional excellence.” In addition, it focuses on many of the elements of CFA Institute’s Future of Finance initiative: Transparency and Fairness, Regulation and Enforcement, and Safeguarding the System.

Designed to help prepare those entering the investment profession for the ethical challenges they will face in the workplace, student teams representing universities and colleges throughout Florida are given an ethics case to analyze and make recommendations in an 8 - 10 minute video presentation. Our judges base their decisions on the quality of the team’s understanding of the ethical issues involved, the quality of their analysis, their recommendations, and their presentation.

For more information on this year's Ethics Invitational visit http://cfatampabay.org/EthicsInvitational. 

 2022 Ethics Invitational

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2022 RULES Download the 2022 Rules

2022 CASE STUDY Download the 2022 Case Study

2022 Invitational Playlist on YouTube See the Preliminary Round Videos on YouTube


Required Reading

CFA Institute's The Code of Ethics and Standards of Professional Conduct

More about The Code of Ethics and Standards of Professional Conduct

CFA Institute's Ethical Decision-Making Framework

 2020 Ethics Challenge
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The 2020 Ethics Challenge was hosted by the CFA® Societies of Florida and embodied the mission of CFA Institute by promoting "the highest standards of ethics, education, and professional excellence." The competition was designed to increase students' awareness of the ethical dilemmas they may face as investment management professionals and to better prepare them for the workforce.

The Ethics Challenge touched on many of CFA Institute Future of Finance six areas of focus including: Transparency and Fairness, Regulation and Enforcement, and Safeguarding the System. It also promotes ethical awareness and fosters a healthy financial environment.

The 2020 Ethics Challenge was hosted at Florida A & M University, School of Business & Industry, Tallahassee, FL. 

 2020 State Champions
​Congratulations to UF Warrington College of Business our 2020 CFA Societies of Florida Ethics Challenge State Champions! 

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 Event Photos

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 2020 Participating Universities
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  • Bethune Cookman University
  • Embry-Riddle Aeronautical University
  • Florida A & M University
  • Florida Gulf Coast University
  • Florida Memorial University 
  • Florida State University
  • Rollins College
  • Stetson University
  • Southeastern University 
  • University of Central Florida
  • University of Florida
  • University of North Florida 

 Governor Recognition
​Although Ron DeSantis, Florida Governor, was unable to attend the 2020 Ethics Challenge in-person, he did issue an official letter thanking everyone participation and for their “efforts to create a stronger, more ethical financial industry.” 

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