Free English course · CFA Level I 2027

Ethical and Professional Standards

A structured four-part video course covering the Code and Standards, professional-conduct enforcement, Standards I–VII, integrated cases and a disciplined approach to exam questions.

Watch the course Practise all 163 questions Read the course slides

4video parts

2h 35mguided English teaching

247JS Insights-developed slides

163Ethics questions

Course overview

Understand the rule, find the decisive fact, choose the best action.

Prepare for the Ethical and Professional Standards topic of the CFA Level I 2027 examination with this free course from JS Insights. The four parts move from the foundations of ethics and trust through each Standard, then bring the rules together in integrated cases and exam review.

Ethics, trust and professional conduct The Code of Ethics Standards I through VII Integrated exam-style cases Decision framework and review

Course author

Written and reviewed by the founder of JS Insights.

The slides, teaching script and practice questions were written and reviewed by Dr Jiajing Sun, founder of JS Insights and a CFA charterholder since 2013. Her work spans financial econometrics, time-series analysis, quantitative methods, risk modelling and financial consultancy.

The course brings the Code and Standards into one structured learning route, combining concise explanations, integrated cases, protected slides and practice questions. The course uses AI narration.

Course slides

Read the complete 247-page slide deck online.

The JS Insights-developed slides follow the four-part video course and can be used alongside the practice questions. The published copy is provided as an online read-only study resource.

Printing and copying are available for personal study. Editing remains restricted, and no separate download button is provided.

247 protected course slides Read slides online

Course videos

Watch the four-part course.

Choose any part below. Videos are hosted on YouTube.

Part 143:07

Foundations and Standards I–II

Ethics and trust, the Code and Standards, Standard I: Professionalism, and Standard II: Integrity of Capital Markets.

Watch Part 1 →

Part 234:43

Duties to Clients and Employers

Standards III and IV, including loyalty, prudence and care, fair dealing, suitability, performance presentation and employer duties.

Watch Part 2 →

Part 343:45

Analysis, Conflicts and Candidate Responsibilities

Standards V to VII: investment analysis and communication, conflicts of interest, and responsibilities as a CFA Institute member or candidate.

Watch Part 3 →

Part 433:52

Application and Final Review

Apply the Standards to integrated cases, practise a disciplined decision framework and consolidate the key distinctions for exam review.

Watch Part 4 →

Practice after the videos

Test your understanding with all 163 Ethics questions.

The complete practice set is organised into ten modules. Each question has three choices and a detailed explanation identifying the governing concept, the decisive fact and why the alternative choices are less appropriate. Answers stay hidden until you choose to open them.

163 questions across ten modules Start the practice questions

Educational and independence notice

This course and question bank are independent educational resources produced by JS Insights. They are not official CFA Institute curriculum materials or official CFA Program examination questions. JS Insights is not affiliated with, endorsed by, or accredited by CFA Institute. CFA® and Chartered Financial Analyst® are trademarks owned by CFA Institute.

The material is provided for education and exam preparation only and does not constitute investment, legal or professional advice. Candidates should consult the current official CFA Institute curriculum, topic outline, errata, Code of Ethics and Standards of Professional Conduct.