Published : 2021-10-18

The Ethical Discourse. Elaboration of the CFA Ethics Challenge 2021 case study

Patrycja M. Bulczak



Adrianna B. Marciniszyn



Agata W. Tomczuk



Abstract

The article presents an analysis of the ethical issues identified in a case study involving a description of events during the first week of work of a new bank advisor in a hypothetical bank (New Bank). The analysis was created for the final stage of the 4th edition of CFA Ethics Challenge (2021). Basing on the model of the fraud triangle, three groups of reprehensible behaviours and actions were identified with appropriate solutions. The article also presents recommendations for the improvement of ethics in New Bank and focuses on aspects deemed crucial.

Keywords:

CFA CFA Ethics Challenge, ethics, ethics code, ethics in banking, investment consulting, investment advisory, morality

JEL Codes

G21, G28, G41


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Bulczak, P. M., Marciniszyn, A. B., & Tomczuk, A. W. (2021). The Ethical Discourse. Elaboration of the CFA Ethics Challenge 2021 case study. Safe Bank, 84(3), 115–124. https://doi.org/10.26354/bb.6.3.84.2021

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