2022年9月30日
Ethical and Professional Standards 10
摘要： R59: Introduction to the Global Investment Performance Standards(GIPS)：全球投资业绩披露标准（GIPS）的介绍 Ⅰ、Why Were the GIPS Created, Who Can Claim Compliance & Who 阅读全文
posted @ 2022-09-30 12:06 江畔何人初见月/ 阅读(117) 评论(0) 推荐(0)
Ethical and Professional Standards 9
摘要： R58: Guidance for Standards I-VII-7 Ⅶ、Responsibilities as Members or Candidates：会员或候选人的责任和义务 1、Ⅶ(A).Conduct as Participants in CFA Institute Programs： 阅读全文
posted @ 2022-09-30 11:42 江畔何人初见月/ 阅读(140) 评论(0) 推荐(0)
Ethical and Professional Standards 8
摘要： R58: Guidance for Standards I-VII-6 Ⅵ、Conflicts of Interest：利益冲突 1、Ⅵ(A).Disclosure of Conflicts：利益冲突的披露 内容 会员和候选人必须充分、公平地披露所有可能会损害其独立性和客观性，或干扰其对客户、潜在客 阅读全文
posted @ 2022-09-30 10:39 江畔何人初见月/ 阅读(80) 评论(0) 推荐(0)