Sprawa Etyczna. Opracowanie hipotetycznego studium przypadku CFA The Ethics Challenge edycja 2021

Patrycja M. Bulczak; Adrianna B. Marciniszyn; Agata W. Tomczuk

doi:10.26354/bb.6.3.84.2021

Published: 2021-10-18

Vol. 84 No. 3 (2021)

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

Patrycja M. Bulczak , Adrianna B. Marciniszyn , Agata W. Tomczuk

Section: Miscellanea

https://doi.org/10.26354/bb.6.3.84.2021

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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Citation rules

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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