World Investor Week is a global initiative promoted by IOSCO - International Organisation of Securities Commissions to raise awareness and alert to the importance of financial education and investor protection. It is being held in 2020 for the fourth consecutive year, in over 90 jurisdictions. The CMVM rejoins this initiative, promoting together with the eight partners several activities aimed at reaching a diverse target audience.

 

DAY 1

 

ETHICS IN FINANCE

 

  • 16h30-17h30
  • Webinar via Zoom
  • Target audience: Investors and the general public
  • Organised by: CFA Society Portugal

 

Participants will assess real ethical dilemmas within the financial sector and work to reach a tangible and effective resolution.

They will also deepen their knowledge of the CFA Institute's Ethics Programme and how they can adapt it to solve issues in their own companies and working contexts.

The event will be conducted by Sonia Gandhi (CFA).

Event registration: https://us02web.zoom.us/meeting/register/tZEtc-ipqD0iHN0aqG7wv5PUN6G3DIXrx85d

Sonia Gandhi is Director of Ethics Education & Professional Standards at CFA Institute. In her role, she leads the effort to develop, promote and deliver educational content for CFA Institute members and investment professionals in the area of ethics. In her current role, Sonia is the key ethics resource for over 40 member societies in EMEA region.

Sonia has spent over 20 years in the Investment Management industry working with several global blue chip Investment Banks. As a Equities Director, she was responsible for Deutsche Bank's APAC client base. Prior to that she worked with JP Morgan, BNP Paribas and Jardine Fleming - responsible for equity sales, capital market transactions and global account management .

Sonia has served in various capacities as a volunteer with CFA Society India , most recently as a Director on the Board. She is extremely passionate about ethics education and has conducted workshops for investment banks, asset managers, professional bodies as well as finance students at numerous management institutes and universities across the globe.

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PARTENERS