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CFA Level 2
Ethical and Professional Standards

Personal Investments and Disclosure Protocol

Very Easy Research Objectivity Standards Personal Investments

John is a financial analyst at a large investment firm. He conducts thorough analyses of various stocks and regularly publishes his findings for clients. Recently, John decided to buy shares in a company that he had been analyzing for his reports. According to the CFA Institute's Research Objectivity Standards, what should John have done prior to making this personal investment?

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% Correct97%