Deep Dive: CFA® Level I Prep 2026
Deep Dive: CFA® Level I Prep 2026
Deep Dive Prep
ETHICS - Standard III: Duties to Clients
15 minutes Posted Jul 21, 2025 at 8:13 pm.
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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.