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isco Perez, CFA, CPA, is a portfolio manager for an investment advisory firm. Due to the prominence of his position, he tional events hosted by
isco Perez, CFA, CPA, is a portfolio manager for an investment advisory firm. Due to the prominence of his position, he tional events hosted by firms which seek to inform the investment community about their investment processes. One s nd free educational events which qualify for Continuing Education credits which could help Perez maintain his CPA de cline to attend the event as it could result in a violation of Standard of "Knowledge of the Law." cept the invitation as no cash compensation is involved and the primary intent is to educate and inform the investmen cline to attend the event as it could result in a violation of Standard of "Independence and Objectivity." cline to attend the event as it violate the Standards because he recieves inside information
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