Ethics case studies

$120.00 +GST

The importance of ethics is becoming increasingly evident now more than ever, with CAANZ, CPA, and financial planners now incorporating mandatory ethics components as part of their continuing professional development requirements. But why is it so important? Understanding ethics in finance is essential to maintain trust, comply with regulations, serve clients effectively and ensure long-term success by making morally sound decisions. When financial professionals act with integrity and adhere to ethical standards, they build a strong reputation for themselves and their organisations.

We continuously come across ethical issues in our working life. These issues must firstly be recognised as ethical issues, while overcoming our impeding biases before we can determine how to best deal with them effectively.

In this session we will explore an ethics case study and consider the possible impacts practitioners and advise practices may experience when facing an ethical issue. In analysing the case study, we will revisit ethical theories and principles and cognitive biases impacting ethical behaviour.

Registration to this event includes: 

  • 1 hour recording
  • Slides and recording to access for 3 months after purchasing the event  
  • SMSF Association accredited CPD certificate for 1 hour 

About the presenter

Nidal Danoun, is the executive director of Prosperity Financial Services. He provides advice and training to organisations, businesses, and professionals in the areas of financial services regulation compliance, ethics, corporate governance, and culture. Nidal is also a lecturer at University of New South Wales Business School and at the Australian Graduate School of Management (AGSM) in the areas of wealth management, estate planning superannuation, and ethics, he is also a Certified Ethics Trainer with the CFA institute. Nidal regularly works and consults with regulators, large financial institutions, and accounting firms.

Nidal holds a Master of Commerce; he is a Chartered Accountant, a Fellow CPA Financial Planning Specialist, a Certified Financial Planner, Chartered Tax Adviser, and a member of the CFA Institute. Nidal has over 20 years’ experience in the financial services industry.


Presented by

Nidal Danoun
Prosperity Financial Solutions
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