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Diversity, Equity and Inclusion

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Video

06.02.24

Ethics Learning Plan Introduction

ETHICS LEARNING PLAN: Get an introduction to CFA UK’s Ethics learning plan, and the case study which it will cover through various lenses.

Video

06.02.24

Module 1: David Sokol and Lubrizol

ETHICS LEARNING PLAN, MODULE 1: David Sokol advised Berkshire Hathaway to acquire Lubrizol. Consider the background to the acquisition and examine the ethics of Sokol’s decisions.

Video

06.02.24

Module 2: UK conduct regulations

ETHICS LEARNING PLAN, MODULE 2: Define the UK conduct regulations for financial services, and how these rules reframe the Lubrizol case through a different lens.

Video

06.02.24

Module 3: Ethics and culture in the UK

ETHICS LEARNING PLAN, MODULE 3: Explore the obligations investment professionals working in the UK should follow, and whether David Sokol did the same.