Standard I(C) of the CFA Handbook prohibits plagiarism in the preparation of mat

Question

Standard I(C) of the CFA Handbook prohibits plagiarism in the preparation of material for distribution to employers, associates, clients, prospects, or the general public. Which of the following is NOT plagiarism according to the CFA Handbook:

Using excerpts from articles or reports prepared by others with only slight changes in wording without acknowledgment

Sifting through research and repackaging it for clients

Copying materials prepared by others without acknowledging the source of the material

Preparation of a research report based on multiple sources of information without acknowledging the sources

Using in substantially the same form materials prepared by others and presenting it as one’s own work

Using excerpts from articles or reports prepared by others with only slight changes in wording without acknowledgment

Sifting through research and repackaging it for clients

Copying materials prepared by others without acknowledging the source of the material

Preparation of a research report based on multiple sources of information without acknowledging the sources

Using in substantially the same form materials prepared by others and presenting it as one’s own work

Explanation / Answer

Correct option is b. Sifting through research and repackaging it for clients

Candidates can take advantage of research papers or research material available. This may add value to client. However it should be known to client that they are paying for ability of candidate to source the valuable research.

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