1 March 2018 Multimedia Standard of Professional Conduct III(B) Fair Dealing Jon Stokes, JD Share this: Share on Facebook Share on Weibo Share on Twitter (X) Share on LinkedIn Share by Email Members and Candidates must deal fairly and objectively with all clients when providing investment analysis, making investment recommendations, taking investment action, or engaging in other professional activities. CFA Institute Members Earn 0.25 PL (0.25 SER) Record PL credit Manage your Professional Learning credits