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CFA Society South Africa 2022 Ethics Challenge for Investment Professionals


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 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.


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.



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

If  you are interested in participating -

Click here to complete the assessment quiz

Quiz closes 31 May 2022

The Virtual Final

Will take place on 28 July 2022

Register here to watch the final event

An Ethics and Standards CPD Event