Acccurium education
   <  Back to Accurium

Ethics for finance professionals

Recorded live 19 Sep 2023

$160.00 +GST

Audience

This event is recommended for any financial services professional interested in ethics training. Financial advisers and chartered accountants will be able to attribute the hours from this session towards their ethics CPD requirement.

Audience

Learning outcomes

Upon completion of this event, you will be able to:

  1. Understand ethics theories and their application
  2. Implement the Ethical Decision-Making Framework (EDMF) 
  3. Explain the role of the code of ethics 
  4. Identify and be aware of behavioural biases
Learning outcomes

Relevancy

This event was presented live on 19 September 2023.

Relevancy

CPD hours

This training provides 1 hour accredited by the SMSF Association. The Legislated CPD Hours breakdown for financial advisers is as follows:

Professionalism and ethics: 1 CPD hour

CPD hours

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 will explore the foundation of ethics including ethics theories and framework, and their application in practice for financial professionals.  

In this on demand training we will address the following: 

  1. Ethics theories and their application
  2. The Ethical Decision-Making Framework (EDMF)  
  3. The role of code of ethics  
  4. Behavioural biases awareness

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.

Nidal-Danoun

Presented by

Nidal Danoun
Owner
Prosperity Financial Solutions
Terms and Conditions
Each education service purchase is for your use only and accessible through your individual account. Each live online education service will be provided with a unique session ID to join which cannot be disclosed, forwarded, or distributed to any other individual without Accurium’s written consent. No other individual will be authorised to access your education service unless that individual has purchased the education service and a unique session ID has been provided to that individual. In the event of unauthorised access due to the actions of the intended recipient, Accurium may suspend or cancel the access for the intended recipient any additional individual(s) may be held liable for additional fees associated with the unauthorised access to an education service. Accurium reserves the right to charge any unauthorised individual(s) who access your education service. In the unlikely situation that a live education service is cancelled we will refund you the full cost of your purchase. If a live service is postponed, we will provide written notification to you and reschedule the education service. Your original ticket will be valid for the rescheduled date. We will also provide the recording and associated materials if you are unable to attend the education service live at the new date/time. If you are unable to attend the education service live at the new date/time, you may request a refund of the moneys paid by contacting Accurium directly, with all requests to be considered on a case by case basis by Accurium in its absolute discretion. The General Terms and Conditions can be accessed here.
Accurium-logo-PNG2.png
Sign up to newsletter
Facebook Twitter Linkedin
Copyright © 2023 Accurium Pty Limited. ABN 13 009 492 219