Standard III – Duties to Clients and Prospective Clients (2025 Level II CFA® Exam – LModule 2)

Master CFA® Level II Ethics with this detailed lesson on Standard III: Duties to Clients and Prospective Clients. In this lesson, Professor James Forjan explains the key responsibilities CFA candidates need to understand for the CFA Level II Ethics exam, including loyalty to clients, prudence and care, fair dealing, suitability requirements, performance presentation, and confidentiality. This lesson is part of the CFA Institute Code of Ethics and Standards of Professional Conduct curriculum and helps candidates understand how ethical principles apply to real-world investment management situations. What you'll learn: ✓ Standard III: Duties to Clients and Prospective Clients ✓ Loyalty, prudence, and care obligations ✓ Fair dealing with clients ✓ Suitability requirements and investment recommendations ✓ Portfolio management responsibilities ✓ Confidentiality requirements ✓ Performance presentation standards ✓ Common CFA Ethics exam scenarios Video Chapters: 00:00 Introduction to Standard III: Duties to Clients 05:00 Loyalty, Prudence, and Care 15:00 Fair Dealing with Clients 25:00 Suitability Requirements 35:00 Confidentiality and Client Information 45:00 Performance Presentation Requirements 55:00 CFA Ethics Exam Examples Prepare for the CFA® Exam with AnalystPrep: Access CFA Level I, II, and III preparation materials, including study notes, video lessons, question banks, mock exams, and formula sheets: CFA Level I:https://analystprep.com/shop/cfa-leve... CFA Level II:https://analystprep.com/shop/cfa-leve... CFA Level III:https://analystprep.com/shop/cfa-leve... AnalystPrep is a CFA® and FRM® exam preparation provider helping candidates prepare with practice questions, mock exams, study notes, and video lessons. Follow AnalystPrep for more CFA® and finance education content: Facebook:  / analystprep   Instagram:  / analyst_prep   LinkedIn:  / analystprep   #CFA #CFALevel2 #CFAEthics #CFAExam #CFAStandards #StandardIII #CFAStudy #AnalystPrep