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CFA Society South Africa 2022 Ethics Challenge for Investment Professionals

Overview

The Ethics Challenge is a competition for CFA charterholders and other investment industry professionals that analyse a case study which contains a variety of ethical dilemmas. The case study is developed by the society in conjunction with CFA Institute and incorporates common ethical issues and the application of the CFA Institute Code of Ethics and Standards of Professional Conduct. 

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5 Teams consisting of 5 randomly selected members create a presentation based on their analysis and present virtually to a panel of judges. The presentation primarily focuses on violations of the CFA Institute Code of Ethics and Standards of Professional Conduct and recommendations about how these violations should be addressed.

 

Objectives

The core objective of the competition is to raise the knowledge and awareness of ethics and ethical considerations in acts/behaviours of practitioners in the Southern African investment industry.

The Ethics Challenge for Investment Professionals has four main objectives:

To promote the highest standards of ethics, education and professional excellence

To help participants gain ethical decision-making experience

To provide participants with exposure to real-world ethical dilemmas

To enhance participants' professional networks


The Judges


Austin Chijikwa, CFA
Head: Investment Banking at Zambia National Commercial Bank and CFA Society South Africa Board Member 

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Bradford Jealous III
Director and Senior Investigator (Enforcement – Professional Conduct) at CFA Institute 



Cristi Smith, CFA
Operations Director of Rera Partners 
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Rowan Williams-Short, CFA
Head of Fixed Interest at Vunani Fund Managers


Julia McDonough
Director and Senior Investigator (Enforcement – Professional Conduct) at CFA Institute 



Congratulations to winners - Team Credo:

                

                                                            Nyasha Mahowa                             Prince Gumbo                                Veryl Mulder, CFA                                Zahid Hatiz