How It Works
A faculty/administration advisor acts as the link between the local host Societies and the student team. The advisor assembles the team and guides them throughout the process. We ask that at least one representative attend the Canadian Ethics Challenge local competition kickoff event listed in the competition timeline.
Preliminary Case Round
For the 2020-2021 season, the local level competition will have a preliminary case round if more than 4 university or college teams register by 30 November 2020. All registered teams will be notified on 3 December 2020 if there will be a preliminary case round or not. If required, the preliminary case will be released to all teams in winter 2020, exact date TBD.
Student teams will create a report highlighting the case's ethical infractions and the team's recommendations. Teams will use the CFA Codes of Ethics & Standards of Professional Conducts as a guiding resource for their analysis. The report content must be 11-point, Arial font, double-spaced, and cannot exceed 5 pages.
A panel of judges will evaluate each teams' report and all of the participating teams will be contacted with the top 4 scoring teams. The top 4 teams will move onto the competition case round. The competition is 100% presentation based; which includes: a 10-minute presentation and then 10 additional minutes to respond to questions from the judges.
Competition Case Round
The top 4 teams from the preliminary case round will receive the competition case in early 2021, exact date is TBD. Teams will have 4 weeks to work on their ethics case analysis and presentation. Their final presentation and executive summary (see official rules for guidelines) due date is TBD.
Teams will present their analysis and recommendations to a judging panel of CFA charterholders at the CFA Society Toronto Ethics Challenge local competition in February 2021, exact date is TBD. The competition is 100% presentation format; which includes a 10-minute presentation and additional 10-minute question and answer period with the judges.
The winning team of the local level will advance to the Canadian Ethics Challenge national competition held in May 2021.
2021 CFA Societies Canada Ethics Challenge - Official Rules / Règles officielles
2020-2021 Timeline
|
DATE
|
DESCRIPTION
|
|
October 31, 2020
|
Competing universities must confirm participation in the CFA Societies Canada Ethics Challenge with the local host (local CFA Society).
|
|
November 30, 2020
|
Registration deadline for students and faculty advisors.
|
|
January 2021
|
The host Society will distribute an identical ethics case study to all registered competing universities (four weeks prior to Local Competition).
|
|
Mid-January, 2021
|
Competition kick-off with an interactive ethical decision making webinar hosted by CFA Institute.
(all class members invited to participate via faculty advisor)
|
|
January – February 2021
|
Local Competitions are held throughout the country.
|
|
Early May, 2021
|
2021 CFA Societies Canada Ethics Challenge - National Round held virtually where finalists from across Canada compete for the national title.
|