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WORKSHOP: Ethics in Practice – Navigating Real-World Client Challenges

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Virtual Event

June 18 @ 12:00 PM - 2:00 PM AEST

Virtual Event
$250.00

Ethical decision-making sits at the heart of professional financial advice, yet advisers are often required to navigate complex situations where the “right” course of action is not always clear. This workshop explores ethical thinking in a practical, real-world context, focusing on how advisers can strengthen moral awareness and apply ethical principles when dealing with clients.

The workshop will examine what it truly means to act ethically in practice, including how personal values, unconscious bias and competing pressures can influence decision-making. Through discussion of common ethical dilemmas and real-world case studies, we will unpack key issues such as conflicts of interest, confidentiality, and the importance of transparency and trust in client relationships.

Designed to be both reflective and practical, this 2 hour accredited workshop provides strategies to turn ethical awareness into ethical action, helping advisers elevate professional standards and confidently manage challenging client situations.

 

Register now to secure your place!

 

$199+GST (members) | $250+GST (non- members)

TPB CPD Hours: 2 hours |  CPD Hours Available

 


 

Presented by:
Nidal Danoun

Executive Director of Prosperity Financial Services.

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 leadership, wealth management, estate planning 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, a member of the CFA Institute. Nidal has over 25 years’ experience in the financial services industry.

Details

18 June 2026
12:00 PM - 2:00 PM AEST

$250.00

Tickets

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WORKSHOP: Ethics in Practice - Navigating Real-World Client Challenges
$ 250.00 Excl. GST
Unlimited