Deep Dive: CFA® Level I Prep 2025

Deep Dive Prep
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Master the complete CFA® Level I curriculum—one learning module at a time. Each episode is a concise, high‑impact dialogue that explains core concepts in plain English, with zero fluff and no long intro/outro. Perfect for commuters, last‑minute crammers, and anyone who learns best by listening. Independently produced; not affiliated with, sponsored by, or endorsed by CFA Institute.

  1. ETHICS - Ethics Application

    AUG 1

    ETHICS - Ethics Application

    This module brings ethics to life through realistic scenarios and case studies that apply the Code and Standards. You'll practice identifying violations, applying ethical reasoning, and making judgment calls in complex situations. It’s all about turning ethical principles into confident, day-to-day decision-making.

    15 min
  2. ETHICS - Introduction to the Global Investment Performance Standards (GIPS)

    JUL 31

    ETHICS - Introduction to the Global Investment Performance Standards (GIPS)

    This module introduces the Global Investment Performance Standards (GIPS), a set of voluntary, ethics-based principles that promote fair and transparent reporting of investment results. You'll learn why GIPS exist, who uses them, and how they help clients compare performance across firms by standardizing calculations, disclosures, and presentation practices.

    13 min
  3. ETHICS - Standard VII: Responsibilities as a CFA Institute Member

    JUL 30

    ETHICS - Standard VII: Responsibilities as a CFA Institute Member

    Standard VII reinforces the duty to uphold the reputation and integrity of the CFA designation. It requires members and candidates to comply with the Code and Standards, avoid any conduct that could harm the CFA Institute, and never misrepresent the meaning or implications of earning or pursuing the CFA charter.

    12 min
  4. ETHICS - Standard VI: Conflicts of Interest

    JUL 29

    ETHICS - Standard VI: Conflicts of Interest

    Standard VI addresses the importance of identifying and managing conflicts of interest that could compromise objectivity. It requires full and fair disclosure of any potential conflicts—especially those involving ownership, compensation, or referral arrangements—so that clients and employers can make informed decisions with confidence.

    13 min
  5. ETHICS - Standard V: Investment Analysis, Recommendations, and Actions

    JUL 23

    ETHICS - Standard V: Investment Analysis, Recommendations, and Actions

    Standard V focuses on maintaining the integrity and quality of investment research and decisions. It requires professionals to base analyses on thorough due diligence, clearly communicate investment recommendations and risks, and retain records that support the investment process. The standard ensures transparency and accountability in all investment actions.

    21 min
  6. ETHICS - Standard IV: Duties to Employers

    JUL 22

    ETHICS - Standard IV: Duties to Employers

    Standard IV outlines the responsibilities investment professionals have toward their employers. It covers the duty of loyalty, maintaining competence, and acting with integrity while on the job. It also addresses proper conduct when leaving a firm and the importance of not misusing employer resources or confidential information.

    14 min
  7. ETHICS - Standard III: Duties to Clients

    JUL 21

    ETHICS - Standard III: Duties to Clients

    Standard III emphasizes the fiduciary responsibility investment professionals owe to their clients. It outlines duties such as loyalty, prudence, and care; ensuring fair dealing; preserving confidentiality; and providing suitable, objective advice. This standard reinforces that clients’ interests must always come first.

    16 min
  8. ETHICS - Standard II: Integrity of Capital Markets

    JUL 20

    ETHICS - Standard II: Integrity of Capital Markets

    Standard II protects the fairness and transparency of global capital markets. It focuses on two key areas: Material Nonpublic Information—ensuring analysts don’t misuse inside information—and Market Manipulation—prohibiting practices that distort prices or trading volume. The goal: promote investor confidence by keeping markets level and trustworthy.

    19 min
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Master the complete CFA® Level I curriculum—one learning module at a time. Each episode is a concise, high‑impact dialogue that explains core concepts in plain English, with zero fluff and no long intro/outro. Perfect for commuters, last‑minute crammers, and anyone who learns best by listening. Independently produced; not affiliated with, sponsored by, or endorsed by CFA Institute.

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