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Ethics in Retail Banking. The 2021 CFA Ethics Challenge case study solution
Piotr Barcz
Jan Bielec
Witold Linowiecki
Anna Madziar
Abstract
The article presents an augmented version of the submission for the final stage of the 4th edition of the CFA Ethics Challenge (2021). It comprises descriptions of events taking place during the first week on the job of a new bank advisor and assessments of these events taking into account CFA standards and Code of Banking Ethics. The authors analyze situations in which bank employees have found themselves, identify breaches of ethical standards and propose general recommendations for improvement, including for example an ethics survey of credit institutions’ employees. The presented material can be particularly useful for ethics training and for in-depth case studies analysis.
Keywords:
ethics, retail banking, CFA standards, ethics testJEL Codes
G21, G28, G41Details
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This work is licensed under a Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International License.