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Basic Question 1 of 2

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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Thanks again for your wonderful site ... it definitely made the difference.
Craig Baugh

Craig Baugh

Learning Outcome Statements

demonstrate the application of the Code of Ethics and Standards of Professional Conduct to situations involving issues of professional integrity

recommend practices and procedures designed to prevent violations of the Code of Ethics and Standards of Professional Conduct

identify conduct that conforms to the Code and Standards and conduct that violates the Code and Standards

CFA® 2024 Level I Curriculum, Volume 6, Module 3.