Standard VII – Responsibilities as a CFA Institute Member or CFA Candidate
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Standard VI – Conflicts of Interest
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Standard V – Investment Analysis
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Standard IV – Duties to Employers
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Standard III – Duties to Clients
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Standard II – Integrity
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Standard I – Professionalism
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Asset Class Allocation

Three Super Classes An asset class is a group of assets that all share some common elements. Asset classes help organize investment portfolios into separate components. We can start with the broadest sense of the word and divide assets into…

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Approaches to Asset Allocation

Portfolio managers rely on one of three frameworks for analyzing and managing their portfolios. The three approaches below have advantages and disadvantages, which the analysts and managers must know to make prudent investment decisions. Asset-only Approach This approach considers only…

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Application of the Code and Standards

The curriculum’s next section covers Standards I-VII with guidance provided in Reading 30 and Reading 31. The CFAI Curriculum offers numerous case examples and advice on applying the Code and Standards. Candidates receive a downloadable e-book as part of their…

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