Level I Ethics Workshop - July 2026
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JUL
18
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A Candidate Engagement Advisory Council sponsored event.
Professions can only exist within an industry when those acting with transparency, integrity, candor, and trust reach a critical mass. Come join Kujo Osei, CFA, CPA as he analyses CFA Institute’s Code of Ethics and Standards of Professional Conduct within the Level I CFA Curriculum as well as provide some test taking tips for the Level I exam.
This discussion will follow CFA Institute’s Learning Outcome Statements for 2026 Level I CFA Curriculum Volume 6 Ethical and Professional Standards Modules 1-3:
- Explain Ethics.
- Describe the role of a code of ethics in defining a profession.
- Describe professions and how they establish trust.
- Describe the need for high ethical standards in investment management.
- Explain professionalism in investment management.
- Identify challenges to ethical behavior compare and contrast ethical standards with legal standards.
- Describe a framework for ethical decision making.
- Describe the structure of the CFA Institute Professional Conduct Program and the process for the enforcement of the Code and Standards.
- Identify the six components of the Code of Ethics and the seven Standards of Professional Conduct.
- Explain the ethical responsibilities required by the Code and Standards, including the sub-sections of each Standard.
SPEAKER
Kujo Osei, CFA, CPA | Kwadwo “Kujo” Osei is Principal, Chief Financial and Compliance Officer at Integrity Growth Partners. He is primarily responsible for overseeing finance, accounting, operations, and compliance. Prior to joining Integrity in 2021, Kujo was a Fund Controller at CIM Group where he was responsible for accounting and finance. Before joining CIM Group in 2017, Kujo was a Vice President at Citizens Finance Group (CFG) where he was responsible for financial forecast, budget, and business analytics. Prior to his role as a Vice President at CFG, Kujo was an Assistant VP, Accounting Policy where he was responsible for implementing accounting policies and ensuring compliance. Kujo began his career at PwC in the Asset Management industry where he was responsible for providing audit and advisory work. Kujo earned his Master’s in Accounting from Northeastern University and his Bachelor’s from Worcester State University. He is a CFA charterholder and a Certified Public Accountant (CPA). Kujo is a member of the Board of Governors of the CFA Los Angeles Society and serves on its Audit and Finance Committee.Outside the office, Kujo enjoys watching soccer, football, reading, fitness and wellbeing, mindfulness, and spending time with his dog. In addition, he enjoys spending time with his wife, traveling, and volunteering.
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Registration Fees Registration is open to everyone. You do NOT need to be a member of CFA Society Los Angeles to register. |
Dr. Lawrence Harris, CFA, PhD
James Lewis, CFA, CIPM
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CFA Society Los Angeles has determined that this program qualifies for 2 PL credit hours, including 2 hours in the content areas of Standards, Ethics, and Regulations (SER), under the guidelines of the CFA Institute Professional Learning program. If you are a CFA Institute member and a CFA Society Los Angeles Member, PL credit for your participation in this program will be automatically recorded in your PL tracking tool. |
