Course Detail(E206v : Applying Professional Scepticism & Ethics to Personal Investing)

E206v : Applying Professional Scepticism & Ethics to Personal Investing NEW

2.00 CPE Hours (Category 2)
Live Webinar

As trusted professionals, accountants are trained to uphold ethics and exercise professional scepticism in their daily work. But when it comes to personal investing, these same principles are often underutilised—despite their critical value.

This course is designed specifically for accounting professionals who want to bring the rigour of their professional judgement into their own financial decision-making. Against the backdrop of a volatile 2025 market, we explore how ethics, objectivity, critical thinking and due care can protect personal wealth by steering clear of fraudulent schemes and supporting sound investment choices.

Through real-world case studies, participants will explore common fraud schemes and learn to challenge assumptions and apply professional scepticism to personal financial decisions—aligning professional integrity with personal outcomes.

At the end of this course, you will be able to:

  1. Understand key economic trends in 2026 and their impacts on personal investment decisions;
  2. Identify potential read flags of common types of investment fraud (e.g., Ponzi schemes, fake IPOs);
  3. Apply professional scepticism to  mindset to critically evaluate personal investment opportunities; and
  4. Understand the relevance of professional ethics and professional scepticisim to personal investing

Programme Outline

Navigating the 2026 Market Landscape:
  • Overview of the global economic climate: Inflation trends, interest rate trajectories, trade dynamics, and recessionary risks
  • How do the current market trends affect our personal investment decisions and strategies?
  • Identifying opportunities and risks in various sectors
Identifying and Responding to Investment Fraud
  • Common types of fraudulent investments with real-world case studies (e.g., Ponzi schemes, high-return promises)
  • Due diligence essentials: How to evaluate investment opportunities, verify sources, and ask the right questions
  • Practical safeguards against fraud and high-pressure investment tactics
Relevance of EP100 and Professional Scepticism to Personal Investing
  • Applying professional scepticism to personal investment decisions
  • Real-life case studies where ethical reasoning and scepticism prevented financial fraud
  • Intersection of professional ethics and personal investing
  • Upholding objectivity, integrity and due care in personal investment decision
  • Avoiding and overcoming behavioural biases and emotional fallacies in personal investment decision-making.

Training Methodology*
Lecture style with case studies, and examples
 
Closing Date for Registration*
1 Week before Programme or Until Full Enrolment.

 

Intended For

This course is designed for finance professionals, accountants, auditors, and individuals involved in personal investment decisions who wish to stay informed about upcoming market trends and enhance their ability to detect and avoid fraudulent investment schemes.

Competency Mapping

Category 2 = 2.00 Hours

Schedule & Fees

Date & Time

10 Mar 2026 (10:00 AM - 12:00 PM)

Registration is closed

Programme Facilitator(s)

Hazelle Soon

Venue

Live Webinar in or outside of
Singapore

Testimonial

Funding

No funding Available!

Programme Facilitator(s)


Hazelle Soon
CEO and Chief Trainer, The Joyful Investors

Hazelle is the Chief Trainer at The Joyful Investors, which focuses on financial learning to empower individuals towards financial freedom. She coaches investors on how to develop an edge in the financial markets to accelerate financial independence and retire early.

Graduating with First Class Honours in Accountancy from Nanyang Technological University (NTU), Hazelle began her career at one of the Big Four Accounting Firms. There, she deepened her expertise in financial processes and sharpened her analytical skills—laying a strong foundation for her current work in financial coaching and education.

Hazelle is also a recognized speaker for SGX and SIAS, further establishing her as a trusted voice in the financial education space. Her commitment to impacting the lives of investors extends beyond coaching sessions. Hazelle has spoken at prominent investment fairs internationally including REITs Symposium and Invest Fair in Singapore and Malaysia. Her expertise and insights, shared through The Joyful Investors, have been featured on national media and financial platforms such as Money FM 89.3, Her World, iFAST TV, PYTCH Media and more.

As trusted professionals, accountants are trained to uphold ethics and exercise professional scepticism in their daily work. But when it comes to personal investing, these same principles are often underutilised—despite their critical value.

This course is designed specifically for accounting professionals who want to bring the rigour of their professional judgement into their own financial decision-making. Against the backdrop of a volatile 2025 market, we explore how ethics, objectivity, critical thinking and due care can protect personal wealth by steering clear of fraudulent schemes and supporting sound investment choices.

Through real-world case studies, participants will explore common fraud schemes and learn to challenge assumptions and apply professional scepticism to personal financial decisions—aligning professional integrity with personal outcomes.

At the end of this course, you will be able to:

  1. Understand key economic trends in 2026 and their impacts on personal investment decisions;
  2. Identify potential read flags of common types of investment fraud (e.g., Ponzi schemes, fake IPOs);
  3. Apply professional scepticism to  mindset to critically evaluate personal investment opportunities; and
  4. Understand the relevance of professional ethics and professional scepticisim to personal investing

Programme Outline

Navigating the 2026 Market Landscape:
  • Overview of the global economic climate: Inflation trends, interest rate trajectories, trade dynamics, and recessionary risks
  • How do the current market trends affect our personal investment decisions and strategies?
  • Identifying opportunities and risks in various sectors
Identifying and Responding to Investment Fraud
  • Common types of fraudulent investments with real-world case studies (e.g., Ponzi schemes, high-return promises)
  • Due diligence essentials: How to evaluate investment opportunities, verify sources, and ask the right questions
  • Practical safeguards against fraud and high-pressure investment tactics
Relevance of EP100 and Professional Scepticism to Personal Investing
  • Applying professional scepticism to personal investment decisions
  • Real-life case studies where ethical reasoning and scepticism prevented financial fraud
  • Intersection of professional ethics and personal investing
  • Upholding objectivity, integrity and due care in personal investment decision
  • Avoiding and overcoming behavioural biases and emotional fallacies in personal investment decision-making.

Training Methodology*
Lecture style with case studies, and examples
 
Closing Date for Registration*
1 Week before Programme or Until Full Enrolment.

 

Intended For

This course is designed for finance professionals, accountants, auditors, and individuals involved in personal investment decisions who wish to stay informed about upcoming market trends and enhance their ability to detect and avoid fraudulent investment schemes.

Competency Mapping

Category 2 = 2.00 Hours

Programme Facilitator(s)

Hazelle Soon
CEO and Chief Trainer, The Joyful Investors

Hazelle is the Chief Trainer at The Joyful Investors, which focuses on financial learning to empower individuals towards financial freedom. She coaches investors on how to develop an edge in the financial markets to accelerate financial independence and retire early.

Graduating with First Class Honours in Accountancy from Nanyang Technological University (NTU), Hazelle began her career at one of the Big Four Accounting Firms. There, she deepened her expertise in financial processes and sharpened her analytical skills—laying a strong foundation for her current work in financial coaching and education.

Hazelle is also a recognized speaker for SGX and SIAS, further establishing her as a trusted voice in the financial education space. Her commitment to impacting the lives of investors extends beyond coaching sessions. Hazelle has spoken at prominent investment fairs internationally including REITs Symposium and Invest Fair in Singapore and Malaysia. Her expertise and insights, shared through The Joyful Investors, have been featured on national media and financial platforms such as Money FM 89.3, Her World, iFAST TV, PYTCH Media and more.


Upcoming Schedule

Registration is closed

Date & Time

10 Mar 2026 (10:00 AM - 12:00 PM)

Fee (inclusive of GST)


SGD pricing -

For Members: $ 129.71
For Non-Members: $ 156.96


Programme Facilitator(s)

Hazelle Soon

Venue

Live Webinar in or outside of
Singapore