How It Works
A faculty advisor acts as the link between the local host Society and the student team. The faculty advisor assembles the team and guides them throughout the process. We ask that at least one representative attend the Ethics Challenge local competition kickoff event listed in the competition timeline.
Students will have approximately four weeks to work on the case study provided by the host Society. Teams then present their analysis and recommendations to a panel of judges. The competition is 100% presentation based; which includes: a 10-minute presentation and then 10 additional minutes to respond to questions from the judges. Please see the local timeline for more details.
One winning team from each Local Competition will advance to the CFA Societies Canada Ethics Challenge National Round which will be held virtually on 06 May 2022.
In the national round, students will have 23 hours to work on a new case and then presentations are given virtually to a judging panel of CFA charterholders. Following the presentations and judges deliberation, one team is designated the ultimate CFA Societies Canada Ethics Challenge winner!
Teams are judged based on their recommended course of action and their ability to identify the violations to the CFA Institute Code of Ethics & Standards of Professional Conduct.
2022 Canadian Ethics Challenge - Official Rules
Participation Agreement
See highlights from the 2019 CFA Societies Canada Ethics Challenge.