Ethics Challenge

Ethics Invitational

Ethics plays a vital role in shaping and strengthening the investment profession. Ethical dilemmas do not always have a simple answer that is “right” or “wrong.” They can be damaging to a professional's career if they are not prepared for the challenges that may test personal values and a commitment to doing the right thing.

The Ethics Invitational is designed to help prepare the next generation of investment professionals to face real-world ethical dilemmas by raising their awareness of professional ethics, with emphasis on the CFA Institute’s Code of Ethics and Professionals Standards. It provides an opportunity for teams to develop and exercise ethical decision-making skills.

How the Ethics Invitational Works
Download Ethics Invitational Rules

CFA Society Tampa Bay, in collaboration with the other CFA Societies throughout Florida, works with universities to assemble teams of three (3) to four (4) undergraduate and/or graduate students.

Teams will be given a case and must prepare a 5-minute video with their ethical analysis and recommendations demonstrating their understanding and application of ethical concepts to a professional situation. The top four will advance to the final event on November 7, 2023.

Benefits of Particpiation

  • Showcase your university of a statewide scale
  • Augment classroom learning
  • Give students practical training with ethical issues
  • Network with professionals, peers from other universities and others in the community
  • Elevate your school’s reputation and standing against competing schools

Who is Elegible to Compete?
Both undergraduate and graduate students who have not previously participated in an CFA Society Tampa Bay Ethics Invitational.

Ethics Invitational Prize

The 2023 Ethics Invitational Champion (team members) will split a $1,000 prize, and a trophy presented to the Faculty Advisor.

2020 Ethics Challenge

The 2020 Ethics Challenge was hosted by the CFA® Societies of Florida and embodied the mission of CFA Institute by promoting "the highest standards of ethics, education, and professional excellence." The competition was designed to increase students' awareness of the ethical dilemmas they may face as investment management professionals and to better prepare them for the workforce.

The Ethics Challenge touched on many of CFA Institute Future of Finance six areas of focus including: Transparency and Fairness, Regulation and Enforcement, and Safeguarding the System. It also promotes ethical awareness and fosters a healthy financial environment.

The 2020 Ethics Challenge was hosted at Florida A & M University, School of Business & Industry, Tallahassee, FL. 

2020 State Champions

Congratulations to UF Warrington College of Business our 2020 CFA Societies of Florida Ethics Challenge State Champions! 

Event Photos

See photos from our 2020 CFA Societies of Florida Ethics Challenge.

Governor Recognition

​Although Ron DeSantis, Florida Governor, was unable to attend the 2020 Ethics Challenge in-person, he did issue an official letter thanking everyone participation and for their “efforts to create a stronger, more ethical financial industry.”