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Video of Level I CFA Ethics: Guidance for Standard V Lecture 8 in CFA Certificate course by IFT channel, video No. 11 free certified online
This is Reading 3 for the 2021 exam.
This CFA exam prep video lecture covers:
CFA Institute Code of Ethics and Standards of Professional Conduct
V. INVESTMENT ANALYSIS, RECOMMENDATIONS, AND ACTIONS
A. Diligence and Reasonable Basis
B. Communication with Clients and Prospective Clients
C. Record Retention
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