Guidance for Standard II: Integrity of Capital Markets

Free CFA Level I lesson in Ethical and Professional Standards. 17 min read, ~2,613 words.

Standard II(A) prohibits acting or causing others to act on material nonpublic information (MNPI). Both prongs (material AND nonpublic) must be present. Mosaic theory permits combining public information with non-material nonpublic items to reach a material conclusion. The conclusion itself is the analyst's work product, not insider information. Standard II(B)...

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