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Basic Question 0 of 5

Standard V (B) states the following: "Members shall: Use reasonable judgment regarding the inclusion or exclusion of relevant factors in research reports." Which of the following are included under the definition of "report"?

I. a written report
II. a telephone communication
III. a media broadcast
IV. an e-mail message

User Contributed Comments 1

User Comment
mrushdi also can be formal or informal.
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Edward Liu

Edward Liu

Learning Outcome Statements

evaluate practices, policies, and conduct relative to the CFA Institute Code of Ethics and Standards of Professional Conduct;

explain how the practices, policies, and conduct do or do not violate the CFA Institute Code of Ethics and Standards of Professional Conduct.

CFA® 2025 Level II Curriculum, Volume 6, Module 45.