Standard V – Investment Analysis, Recommendations, and Action (2025 Level I CFA® Exam –Module 3)
Prep Packages for the CFA® Program offered by AnalystPrep (study notes, video lessons, question bank, mock exams, and much more):
Level I: https://analystprep.com/shop/cfa-level-1-learn-practice-package/
Level II: https://analystprep.com/shop/learn-practice-package-for-level-ii-of-the-cfa-exam-by-analystprep/
Levels I, II & III (Lifetime access): https://analystprep.com/shop/cfa-unlimited-package-for-level-1-2-3/
Prep Packages for the FRM® Program:
FRM Part I & Part II (Lifetime access): https://analystprep.com/shop/unlimited-package-for-frm-part-i-part-ii/
Topic 10 – Ethical and Professional Standards
Module 3 – Guidance for Standards I-VII
Standard V – Investment Analysis, Recommendations, and Action
(A) – Diligence and Reasonable Basis
(B) – Communication with Clients and Prospective Clients
(C) – Records Retention