Ethics Challenge

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Introducing the CFA Ethics Challenge, hosted by the Financial Analysts’ Society of Puerto Rico

Overview

•The Ethics Challenge is a competition between university-sponsored teams that analyze a case which contains a variety of ethical dilemmas

•The case is developed by the society in conjunction with CFA Institute and incorporates common ethical issues and the application of the CFA Institute Code of Ethics and Standards of Professional Conduct.

The Teams

•Teams of three to five undergraduate and/or graduate students create a presentation based on their analysis and present it to a panel of judges.

• The presentation primarily focuses on violations of the CFA Institute Code of Ethics and Standards of Professional Conduct and recommendations about how these violations should be addressed.

Components of the Competition 

Exposure to the CFA Institute Code of Ethics and Standards of Professional Conduct 

•Teams are provided with a link to the Code and Standards. Teams must be able to identify violations of the Code and Standards, explain why they are violations, and suggest solutions or approaches to resolving the violations.

Analysis of a Case 

•Each team evaluates an assigned case, highlighting violations to the Code and Standards, and making recommendations for actions.

Presentation to Panel of Industry Judges 

•Teams present their analysis and recommendation to a panel of judges selected by the society. Judges ask questions and then deliberate, finalize scores and select a winning team.

Key Dates

Kick off Event – Thursday January 28, 2021 @2:00 PM AST (PR Time)

Ethics Challenge Final – Wednesday February 24, 2021 @2:00 PM AST

Student Registration Ends - January 26,2021

Are you up to the challenge?

Please fill the form below to apply. We will get back to you very soon with more information.