Chartered Financial Analyst Level 1

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According to the Standard related to communication with clients and prospective clients, members must:

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Last updated: December 6, 2025 at 09:45

A

only distinguish between fact and opinion in the presentation of investment analyses.

B

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only promptly disclose material and nonmaterial changes in the investment processes they use to select securities.

C

both distinguish between fact and opinion in the presentation of investment analyses and promptly disclose material and nonmaterial changes in the investment processes they use to select securities.

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