Ethics & Conduct - CFA Smart Tips To Pass Your Level 1 Exam

Name: Ethics & Conduct - CFA Smart Tips To Pass Your Level 1 Exam
Rating: 4.4 (14 reviews)

Learn Professionalism, Integrity Of Markets, Conflicts Of Interest, Duties to Clients, Employers PLUS Strategies To Pass

Created byPeter Alkema, Jabran Ata, CFA, Jhan Burger

Last updated 9/2022

English

What you'll learn

Strategies and Tips to Smash Ethics and Score 14% out of total 15%
Learn how Important it is to take Score good in Ethics for the CFA Level 1 Exam
Know that out of the 3 sections of Ethics, which one is the most Important
Get an understanding of the 7 Standards of Professional Conduct

Course content

6 sections • 32 lectures • 3h 33m total length

Introduction5:15
In this lesson we explain more about CFA and the specific topic lessons you will get in this course. Remember to introduce yourself and tell us your goals, plus take advantage of the community, worksheets, downloads and much more! We wish you well in your CFA journey.
Jhan Burger (CFA) Introduces Himself: I've Taught CFA Students For Over 15 Years1:14
In this lesson, Jhan introduces himself as a highly experienced CFA expert and trainer, who has taught at the world's top investment banks and asset managers like BlackRock, Fidelity, Goldman Sachs, JP Morgan, Aberdeen Standard, and PIMCO. Now he is here in this course to help you pass your CFA exam; so find out more about who he is and how he can help you. In other sections of this course, there are snippets from live interviews with Jhan where he talks more about his brand, what he offers, and the CFA exams.
Preview And Download The CFA Workbook (Ethics & Smart Conduct)2:15
In this course, all the lessons include a "key takeaways" 1 page PDF worksheet. This is for your handy reference and you can access each of them under the resources of the relevant lesson as you go through the course. These contain the key things you need to remember from what we have taught you so you can revise quickly for your exam. It's important for you to take notes in the lessons but in case you need additional reference info, we have provided it for you in these key takeaways.
PLUS ... we have combined all the individual 1 page worksheets into a single workbook for the entire course, and that's what you get in the resources of this lesson. It simply puts all the lesson worksheets together for you to have in one file. Remember that these worksheets and the combined workbook do not replace your CFA curriculum material which has been provided to you by the institute. This course and all the material is your "Booster Pack" to focus you on the most important topic areas and help you remember it.
Take advantage of everything we have packaged for you in this course - focus on the lessons and GOOD LUCK
Introduce Yourself To Your Fellow Students And Tell Everyone What Are Your Goals0:18
This is your opportunity to share something about yourself with the rest of the students in this course. Tell us all about your goals and what you want to achieve. You can come back to this board and add more thoughts as you go through the course and achieve your goals. Seeing all the other students in the course will also motivate you and keep you going as you participate in this community of learning.
CFA Student Recommendations From Jhan's LinkedIn Page19:02
In this lesson, I show you a number of recommendations from Jhan's LinkedIn page where he has received very positive recommendations from CFA students who have experienced his training. Many of them credit Jhan with helping them get through CFA but also highlight his humorous and memorable teaching style as well as his dedication to students. A very common theme in these recommendations is that Jhan is clearly able to take complex topics, break them down for you and teach them in a way that you remember them on exam day and beyond!
Let's Celebrate Your Progress In This Course: 25% > 50% > 75% > 100%!!1:20
Throughout this course, we will celebrate your progress at 25%, 50%, 75%, and 100%. I really want you to succeed but you need to take action and keep going so look forward to these milestones of progress. I will see you there and cheer you on as you keep going from one milestone to the next >>

How do I know this will work for me?0:32
This training is extremely different from the other programs and has been battle tested by thousands of CFA Candidates.
Is it the right time to take this course?0:39
No matter where you stand in your preparation this program is powerful and will give you the confidence and the elements you are missing.
I have no financial knowledge, will this be helpful for me?0:34
The program has been designed to make complicated concepts easy. It is especially intended for those who have difficulties going through the material alone.
You've Achieved 25% >> Let's Celebrate Your Progress And Keep Going To 50% >>0:24
Throughout this course, we will celebrate your progress at 25%, 50%, 75%, and 100%. I really want you to succeed but you need to take action and keep going so look forward to these milestones of progress. I will see you there and cheer you on as you keep going from one milestone to the next >>
How is this different from other CFA providers like Schweser, Wiley & Meldrum?0:27
Whatever the material you like and picked for your preparation, this program will help you make the most out of your investment and time spent actually studying.
Many CFA candidates pass the exam by themselves, why do I need this course?0:43
Investing in this training is like getting a personal one-on-one helicopter ride to the top of the mountain. You don't have to climb it yourself.

Introduction to Ethics, It's Importance and the most critical section5:53
In this lecture, you will get an introduction to one of the most important areas of the CFA Level 1 Exam i.e. Ethics, which is covered from LOS 56 to 60. The instructor in this 6 minutes video highlights the importance of Ethics, it's topic area weightage, how much you should score at the minimum, and ethics' pivotal role in passing the exam. You will also understand that there are three sections in which Ethics can be divided: Code of Ethics, Standards of Professional Conduct, and Global Investment Performance Standards (GIPS). In the end, the instructor shares a mnemonic to memorize the seven standards of professional conduct.
Standards: Professionalism, Integrity of Markets, Duties to Clients & Employers5:41
Discussion of the seven standards starts here. Out of the seven standards, the first four: (I) Professionalism, (II) Integrity of the Capital Markets, (III) Duty to Clients, and (IV) Duty to Employers are discussed. It is recommended to memorize these standards and read stories from the book to understand the cases in which they are violated.
Standards: Recommendations, Conflicts of Interest, CFA Stuff6:34
Out of the seven standards, the last three: (V) Investment Analysis, Recommendations, and Actions, (VI) Conflicts of Interest, and (III) Responsibilities as a CFA Institute Member or CFA Candidate. Make sure to read the answers first before attempting the question in the ethics section and target at least 14% marks out of 15%

You've Achieved 50% >> Let's Celebrate Your Progress And Keep Going To 75% >>0:29
Throughout this course, we will celebrate your progress at 25%, 50%, 75%, and 100%. I really want you to succeed but you need to take action and keep going so look forward to these milestones of progress. I will see you there and cheer you on as you keep going from one milestone to the next >>
Jhan background, what is CFA (gold standard), who does it and why you do it?6:44
Advice for getting into CFA, succeeding and what's the true cost? (hint: time)4:29
How does post-grad CFA fit in with university and advice for exam preparation?4:28
Jhan explains his unique style: stories, mnemonics, tips, tricks, no Powerpoint!5:25
Would the CFA be useful in pursuing a career in financial income?2:19
Career options for CFA? It's your gold plated passport to wholesale finance4:29
You've Achieved 75% >> Let's Celebrate Your Progress And Keep Going To 100% >>0:31
Popularity of engineers in CFA? Complexity of accountancy? Its the hardest part.4:06
Jhan makes accountancy enjoyable! Would you recommend CFA over finance honours?4:10
How are you helping CFA candidates? Community, support & online courses.5:04
I failed CFA can you help me? Work / life balance for passing? Jhan's pass rate?4:32
Must I pass all 3 CFA levels for getting a job? All levels are gold standard5:07
How many levels are there in CFA? First right answer in the chat gets a laptop!8:51
You've Achieved 100% >> Let's Celebrate! Remember To Share Your Certificate!!1:04

Requirements

You are probably studying for your CFA Exam and will already have some finance background

Description

Get instant access to Ethics worksheets, follow along, and keep for reference
Introduce yourself to our community of Ethics students in this course and tell us your goals
Encouragement and celebration of your progress every step of the way: 25% > 50% > 75% & 100%
Nearly 2 hours of clear and concise step-by-step Ethics instructions, lessons, and engagement
CFA Ethics Knowledge Checks to assess your knowledge and skills

The CFA isn’t hard

It's HOW you prepare for it that makes it hard.

Most prep material providers use a linear teaching system... You have to read through pages, drowning in content and details, making it extremely difficult to remember what you are expected to do on exam day.

Understand in a few hours concepts you've been struggling with for weeks if not months

What you will get are powerful videos giving you sharp, concise, and straight-to-the-point explanations that will help you make the most out of the material you have (whatever it is) and get laser-focused on what’s important on exam day.

What you’ll learn

Strategies and Tips to Smash Ethics and Score 14% out of total of 15%
Learn how Important it is to take Score good in Ethics for the CFA Level 1 Exam
Know that out of the 3 sections of Ethics, which one is the Most Important
Get an understanding of the 7 Standards of Professional Conduct

We can't wait to see you in the course!

Enrol now, and we'll help you improve your CFA Ethics skills!

Peter

Who this course is for:

Anyone who wants to learn Ethics for Investments/Asset Management Industry and specifically if you need to learn this for your CFA Exam

Ethics & Conduct - CFA Smart Tips To Pass Your Level 1 Exam

What you'll learn

Explore related topics

Course content

Introduction6 lectures • 29min

[Optional] Frequently Asked Questions About Jhan's CFA Online Courses6 lectures • 3min

A bad ethics score could cost you your exam! Here's how to smash ethics3 lectures • 18min

[Optional] Interview Insights Q&A With Jhan Burger (CFA), Additional Tips On CFA15 lectures • 1hr 2min

Interview based lessons and Q&A with Jhan Burger explaining CFA ethics, careers+1 lecture • 1hr

CFA Exams 2022 Countdown With Jhan Burger: Are you ready? Need tips to pass?1 lecture • 42min

Requirements

Description

Who this course is for: