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Conflict of Interest
Revisions to the CFA Institute Code of Ethics and Standards of Professional Conduct
In 2023, the CFA Institute Board of Governors voted to revise the Standards of Professional Conduct in three areas. The changes became effective 1 January 2024.
How Would You Change Finance for the Better?
Align adviser incentives with client needs, and create societal benefits instead of chasing quarterly profit targets or outsize bonuses.