Develop practical ethical decision-making skills with CFA UK to add value to your professional leadership
CFA UK’s Ethical Leadership Programme brings together current and future leaders of the investment profession to explore the grey areas of often hidden ethical dilemmas that culture setting integrity, professionalism, our industry’s purpose, diversity & inclusion, conduct, our responsibility to society and ethical leadership.
A programme designed for senior influencers from across the investment professionals by investment professionals. Initiated by CFA UK’s Advisory Council including Anne Richards, FSIP, CEO Fidelity International and Andreas Utermann, FSIP, former CEO of Allianz GI and kept current and relevant by steering groups of former participants who passionately care about creating a better investment profession.
The Ethical leadership programme will help participants understand their individual and collective orthodoxies, challenge their behaviours and establish a new set of skills and practices. The programme will create a powerful alumni network of ethically skilled and aware leaders to sustain and develop the profession into the future. As participants explore themes together the common understanding which emerges will reinforce the foundation for best practice in ethics across the investment profession.
To consider with other leading investment professionals, how best to lead and influence when things are not black and white – debating the routes through the shades for grey via case studies, role play and group discussion.
To challenge where the investment profession meets its societal obligations and where challenges remain and what investment professionals can do to improve the situation and build a better investment profession.
Is the Ethical Leadership Programme right for me?
Previous participants of the CFA UK Ethical Leadership programme have held the following roles:
Module 1: Working with ambiguity
Back in your firms debate with your team the ethical dilemmas and complex challenges that your firm and others face on a daily basis and bring back your insights for further group discussion
Module 2: Building the Response
Participants will benefit from access to online and live alumni resources
The alumni network benefits firms and the profession as heightened ethical awareness expediates and facilitates cultural development.
2016: Alex Schoenfeldt, CFA, Alexandra Haggard, CFA, Anthony Scott, FCSI, Cameron Gray, Christoph Englisch, Eoin Murray, Gina Stocks, Jenny Williams, Julien Mayen, Rosie Brydon, Simon Gergel, ASIP, Stephen Snaith, CFA, Yaz Romahi
2017: Amanda Young, Andrew Neville, CFA, Bill Street, Daniel Riches, David Frank, CFA, Lesley-Ann Morgan, Michael Bennett, Paul Voute, Rob Curtis, Rod MacRae, Rupert Krefting, Sandip Kabaria, Toby King, Tom Wilson, CFA
2018: Antonia Bothner, Chris Shale, David Todd, Euan Stirling, Jane Wadia, Jenny Rodgers, CFA, Mark Wade, Michael Stiasny, CFA, Paul Grainger, CFA, Paul Schofield, Robert Horsnall, Sasha Miller, CFA, Tony Tan, CFA
2019: Marty Dropkin, CFA, Claire Bews, Shelley Leaney, FCSI, Nicholette MacDonald-Brown, CFA, Archie Struthers, ASIP, Alex Hoctor-Duncan, Isabel Emo Capodilista, Garth Taljard, CFA, Tony Brown (top row), Cathrine De Coninck-Lopez, Jonathan White, Jo Wheatley, Maria Abbonizio, CFA, Steve Yeats, CFA
CFA UK: Not-for-profit association of investment professionals, FCA accredited body and Ofqual awarding body for the IMC qualification. Largest global CFA member society, with over 12,000 members.
Duke CE: Global leader in customised executive education, ranked #1 by the Financial Times (12th May 2014) for the 12th consecutive year. Lead orchestrator: Nick Holley, Owner NHA Ltd, Director of CRF Learning and Executive Fellow of Henley Business School