Ethics Challenge
The Ethics Challenge is designed to increase university students’ awareness of the ethical dilemmas they may face as future investment management professionals.
Student teams are provided an ethics case to study and evaluate based on the CFA Institute Code of Ethics and Standards of Professional Conduct. Each team then presents its analysis and recommendations, to a panel of judges, selected by the host CFA Society®. Winning teams are based on the quality of their understanding of the ethical issues involved, recommendations, and the quality of their analysis, presentation, and responses to the judges’ questions.
The Ethics Challenge was founded by CFA Society Toronto in 2014 and embodies the mission of CFA Institute by promoting “the highest standards of ethics, education, and professional excellence.”
CFA Institute offers hosts comprehensive directions and resources to conduct a successful event. Ethics Challenge competitions follow a simple format requiring only a few hours to complete. Questions? Email [email protected].
Resources
Ethics Challenge Manual
This is a comprehensive guide for societies to host a competition. It provides an outline of a potential competition setup but is not a required setup. We are happy to work with you to make the competition work for you.
Ethics Challenge 2024-2025 Rules
Guidelines and requirements for participating teams, covering competition structure, scoring, and eligibility criteria.
Ethics Challenge Fact Sheet
The target audience for this fact sheet is universities. You can switch the CFA Institute logo for your society logo and add your contact email address.