CFA Society South Africa 2021 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 South 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
Date: 29 July 2021
1 Ethics & Practice Standards CPD point
25 Participants = 5 Teams
We are delighted to have representatives not only from South Africa but Malawi, Botswana, Zambia and Zimbabwe
There can only be 1 winning Team!
The 5 Judges
Sonia Gandhi, CFA, Director of Ethics and Professional Standards at CFA Institute
Rowan Williams Short, CFA, Head of Fixed Interest at Vunani Fund Managers
Rosanne Howarth, CFA, Client Fund Manager at STANLIB
Philip Bradford, CFA, Head of Investments at PortfolioMetrix Asset Management & CFA Institute certified ethics trainer
Nigel Suliaman, CFA, Portfolio Manager at Sanlam Investment Management