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Why do Ethics and Standards Matter?

Adding “CFA” next to your name is more than a sign that you passed three rigorous exams. It’s also a sign of an ongoing commitment to high standards and ethics – a benchmark for investment professionals around the globe, regardless of job title, cultural differences,...

Putting Investors First

Each May, CFA Institute and local societies join together to create awareness around placing investors interest first. This event reminds us of why we work in this industry – to best serve our clients.  Moderator Darin Goodwiler guided panelists Jonathan Boersma, CFA,...