top of page

Financial Planning Assignment: Case Scenarios Based On Ethics & Professionalism

3: You are required to undertake independent research to answer the following questions. Explain how Joanne’s conduct would be assessed under the value of Diligence and Standard 5 of the FASEA Code of Ethics. Explain any issues or potential breaches that may arise from Joanne’s actions of adjusting advice fees as a result of cross-referrals with Sanjit and Anika. Discuss whether Joanne’s previous advice to Sanjit and Anika meets the best interests obligations under Standard 2 of the FASEA Code of Ethics. Support your answers with reference to the case study and scenario facts and research.

Subject Name: Finance

Level: Undergraduate

If you want the solution to this assignment or want to discuss any other assignment or course you may contact us directly at or message us on Whatsapp or Viber at +91-9303607402 ( )

2 views0 comments

Recent Posts

See All


bottom of page