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.

4video parts
2h 35mguided English teaching
247JS Insights-developed slides
11sample 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
Dr Jiajing Sun, founder of JS Insights and course author

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, a university educator and a CFA charterholder since 2013. Her work spans financial econometrics, time-series analysis, quantitative methods, risk modelling and financial consultancy.

This public Ethics course is free. The JS Insights Level I app extends the same approach across all ten subjects, with the complete teaching course, recorded explanations, key concepts, formula support and note-taking tools included free. 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.

Preview from CFA Level I 2027 Ethics Part 1
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 →
Preview from CFA Level I 2027 Ethics Part 2
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 →
Preview from CFA Level I 2027 Ethics Part 3
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 →
Preview from CFA Level I 2027 Ethics Part 4
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

Start with Ethics, then continue across all ten topics.

This free 11-question web sample covers Ethics, Trust, the Code, and Enforcement. JS Insights Level I extends the same structured approach across all ten topics with 1,707 questions, detailed explanations, topic practice and mock exams. The teaching course is free to download; a one-time in-app purchase unlocks the complete practice bank.

11 free questions from module one Start the sample See the complete study app

Part of CFA Level I with JS Insights

Continue with all ten subjects, free in the app.

This Ethics course is the public first step. JS Insights Level I teaches the whole 2027 curriculum on Windows, Mac, iPhone, iPad and Android, and the CFA & finance page explains how the course, app, downloads and tutoring fit together.

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.