Chartered Financial Analyst Level 1

Chartered Financial Analyst Level 1

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Jordan Kope, CFA, is an analyst with a hedge fund and works closely with Deepa Bose, a former CFA charterholder who no longer pays her membership dues. Kope observes Bose falsely claiming to be a current CFA charterholder during client meetings. According to the CFA Institute Standards of Professional Conduct, Kope should: