‘Ethics in Action’ workshops


14 March 2019 ,3:00 PM | Wellington
CFA Society New Zealand

Date: 14 March 2019
Time: 12-1.30pm
Address: ANZ Centre, 171 Featherston Street, Wellington

​Join with other finance professionals for an energetic and interactive session of ethics brought to life.

These engaging and informative workshops will increase your understanding about why ethics is vital in the finance industry and how to put ethics into practice in challenging situations.

Certified CFA ethics trainer, Dr Jeffrey Stangl, CFA, will cover the fundamentals, tackle real-life scenarios, and paint the bigger picture of what can be achieved from a ‘better’ industry.

There are limited spaces, so register now and secure your place.

Workshop outline

Pursuing better outcomes – for the end investor, the industry, and society

  • Introduction: CFA research on the ‘Future state of the investment profession
  • Organisational game changers, the trust equation and rebuilding the social licence to operate
  • New standards, expectations and the regulatory environment
  • CFA’s commitment to professionalism

 Ethics in Action

  • Overview of the six ethics modules covered in the Associate Member training
  • Managing the hierarchy of obligations, and potential conflicts
  • Navigating grey areas
  • Discuss case studies and examples


Learn more or Register


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