Ethical Decision Making Train the Trainer Ethics Program

Delivered by: 

Michael G. McMillan, PhD, CFA
Director, Ethics Education, CFA Institute

In 2018 I completed the Train the Trainer Ethics Program:

1) Completion of all 7 modules of the online ethics course that is based on the Standards of Practice Handbook. 

2) Completion of Ethical Decision Making Webinar

3) Attended 2 Ethics workshops at American University in Dubai and American University Sharjah on 22 February 2018, by Michael G. McMillan, Ph.D., CPA, CFA, Director, Ethics Education, CFA Institute. We drove approximately 170 miles, 275 km together that day!

4) I delivered an Ethics workshop at the University of Sharjah on 5 March 2018. 

Required Reading:

1) Ethics and Investment Management: True Reform. Marianne M. Jennings

2) Investment Professionals and Fiduciary Duties. 

3) Ethical Decision Making: More Needed Than Good Intentions. Robert A. Prentice

4) Ethics Training: The Psychology of Ethics in the Finance and Investment Industry. Thomas Oberlechner

American University in Dubai

22 February 2018

American University of Sharjah

22 February 2018

University of Sharjah

5 March 2018

For University of Sharjah presentation click on the link to download PDF slides. 

In 2018, I wrote a short Ethics case. 

For more information about CFA Institute Ethics and Standards please visit the CFA Institute website: https://www.cfainstitute.org/ethics