12
September
18:00 — 19:00

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The Ethical Decision-Making Webinar is a free, interactive, case-based webinar led by CFA Institute staff that will provide participants with the framework to analyze situations from an ethics perspective.

Topics: Ethics & Integrity, Professional Standards

Hosted by CFA Institute – CFA

Overview

Ethical decision-making webinars are free, interactive, case-based webinars led by CFA Institute staff that will provide participants with the framework to analyze situations from an ethics perspective.

Each 60-minute session will include:

  • An examination of the factors that lead well-meaning individuals to make unethical decisions
  • An explanation of how to apply a framework for analysis of ethical dilemmas common in investment practice
  • Several case studies involving real-life situations with the opportunity for participants to vote on the appropriate conduct
  • A facilitated discussion of those studies that allow participants to apply ethical framework

Introduction to Ethical Decision-Making provides an introduction to an ethical decision-making framework and the application of that framework to real world scenarios. We recommend participating in Introduction to Ethical Decision-Making before registering for Exploring Additional Case Studies. Both live programs are repeated on a recurring basis.

Participation is free and available globally. The audio portion of the webinar is provided through VOIP (Voice over Internet Protocol). To participate in a session, you must have access to a computer with speakers or headphones.

Upon registration, you may also participate in the webinar through the Adobe Connect Mobile App for Apple and Android phones.

More information can be found at Ethical Decision-Making for Investment Professionals or contact ethicstraining@cfainstitute.org.

Speakers

Jon Stokes

Jon Stokes

Jon Stokes is the Director, Ethics and Standards Education at CFA Institute. His responsibilities include, design and creation of on-line ethics education, development and maintenance of the CFA Institute Code of Ethics and Standards of Professional Conduct, and the design and management of the CFA Institute Ethical Decision-Making and Giving Voice to Values education programs. Stokes holds a JD degree.

Glenn Doggett, CFA

Glenn Doggett

Mr. Doggett is a director of professional standards for CFA Institute. His responsibilities include providing member guidance in applying the ethics and standards of practice policies, supporting related educational and public awareness activities, and working with the Standards of Practice Council of CFA Institute on its initiatives. Previously, Mr. Doggett, as a member of the CFA Institute Financial Reporting Policy Group, represented membership interests regarding reporting and disclosures initiatives, including XBRL.

Prior to joining CFA Institute, Mr. Doggett worked in the financial information sector with SNL Financial. There his work focused on the real estate and energy industries, directing the development and maintenance of a financial data storage system. Mr. Doggett regularly provided insights to the media on events and performance of the Real Estate Investment Trust industry.

Mr. Doggett holds a BA in economics from the University of Virginia. He was awarded the CFA designation in 2006 and is a member of CFA Virginia.

CFA CE credit hours

If you are a CFA Institute member, CE credit for your participation in this program will be automatically recorded in your CE tracking tool. This program qualifies for ​1.0 CE credit hours (including 1 SER).

Details

Date:
12 September
Time:
18:00 - 19:00
Event Category: