Using the Modules

The four modules of the EiF curriculum may be used in their entirety in sequence, representing about 15 hours of instructional time, and are easily expandable. For a shorter alternative, the course could begin at Module 2 or even at Module 3. Materials may also be pulled from the various modules and used flexibly, customized to individual courses or class sessions by topic.

The materials can be used to teach:

  • Ethics-related topics within finance courses, selecting specific sections or case studies (e.g. the Madoff Case, Module 1; the Abacus Case, Module 2).

  • Stand-alone business ethics or ethics in finance courses, using the full four-module sequence (or specific modules, e.g. Modules 2-4).

  • Introduction to Chartered Financial Analyst designation. Several sections in the curriculum (within Modules 2 and 4) are specific to the CFA Institute Code of Ethics and Professional Standards and may be especially helpful as an introduction for students who are considering taking or preparing for the Chartered Financial Analyst (CFA) designation exams.