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CFA Level 2
Ethical and Professional Standards

Conflict of Interest in Financial Advising

Medium Professional Standards Application Conflicts Of Interest

Emily is a CFA charterholder and a financial advisor at an established investment firm. She has a long-standing relationship with a software development company and has been regularly investing her clients' funds in their stock. Recently, the software company offered her a lucrative consulting agreement in exchange for favorable stock recommendations. Emily is considering accepting the offer, believing she can still provide unbiased advice to her clients.

In this scenario, what should Emily prioritize to adhere to ethical standards?

Hint

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