Ethics and Professionalism (Financial Planning)

Postgraduate | 2026

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Mode icon
Mode
Mode
Your study is delivered on campus and/or online
On campus, 100% online
area/catalogue icon
Area/Catalogue
BAFI 5009
Course ID icon
Course ID
201862
Campus icon
Campus
Adelaide City Campus West, Online
Level of study
Level of study
Postgraduate
Unit value icon
Unit value
6
Course owner
Course owner
School of Accounting and Fin
Course coordinator
Course coordinator
Anupriya
Course level icon
Course level
1
Work Integrated Learning course
Work Integrated Learning course
No
Study abroad and student exchange icon
Inbound study abroad and exchange
Inbound study abroad and exchange
The fee you pay will depend on the number and type of courses you study.
Yes
University-wide elective icon
University-wide elective course
Yes
Single course enrollment
Single course enrolment
Yes

Course overview

This course requires students to embed ethical and regulatory awareness and management of ethical and regulatory issues and requirements into their understandings of the professional practices of providers of financial advice. The course introduces the importance of professional codes of ethics and conduct to their practice, the specifics of legislative and regulatory requirements that surround these practices, and the implications of these for client engagement, client relationships, financial adviser decision making, and compliant delivery of financial planning services.

  • Introduction To Ethics
  • Applied Ethics
  • Ethics In Practice

Course learning outcomes

  • Explicate the importance of ethical codes and professional standards to the provision of financial advice, including the values and regulations that underpin the relevant codes and standards
  • Commentate on the legal and regulatory frameworks that apply to financial services intermediary operations, financial products, financial product advice, and financial services intermediary licensing
  • Critically review and apply the key professional responsibilities regarding client engagement, client relationships and decision making placed on a financial adviser, and the impact of the various forms of compliance and regulatory regimes that affect the provision of financial advice
  • Deliberate on the strategic, leadership and global issues impacting the financial advice profession
  • Critically reflect on the nature, role and importance of professional communication and skills in the provision of financial advice

Availability

Census date Icon
Census date
Fri 27/03/2026
Enrol by date
Enrol by date
Fri 13/03/2026
Last day to W
Last day to W
Fri 10/04/2026
Last day to WF
Last day to WF
Fri 08/05/2026

Class details

Adelaide City Campus West

Class number
Class number 30098
Section
Section SE01
Size
Size 34
Available
Available 34
Dates Days Time Campus Location Instructor
25 Feb - 15 Apr Wednesday 1:10pm - 4pm Adelaide City Campus West Jeffrey Smart, JS5-12
6 May - 3 Jun Wednesday 1:10pm - 4pm Adelaide City Campus West Jeffrey Smart, JS5-12
Class number
Class number 30099
Section
Section SE02
Size
Size 30
Available
Available 30
Dates Days Time Campus Location Instructor
27 Feb - 17 Apr Friday 2:10pm - 5pm Adelaide City Campus West Jeffrey Smart, JS4-12A
8 May - 5 Jun Friday 2:10pm - 5pm Adelaide City Campus West Jeffrey Smart, JS4-12A

Census date Icon
Census date
Fri 04/09/2026
Enrol by date
Enrol by date
Fri 21/08/2026
Last day to W
Last day to W
Fri 18/09/2026
Last day to WF
Last day to WF
Fri 16/10/2026

Class details

Adelaide City Campus West

Class number
Class number 55243
Section
Section SE02
Size
Size 20
Available
Available 20
Dates Days Time Campus Location Instructor
4 Aug - 22 Sep Tuesday 12:10pm - 3pm Adelaide City Campus West Rowland Rees, RR4-12
13 Oct - 10 Nov Tuesday 12:10pm - 3pm Adelaide City Campus West Rowland Rees, RR4-12

Online

Class number
Class number 50022
Section
Section 01OL
Size
Size 30
Available
Available 30
Dates Days Time Campus Location Instructor
- Online ,

Prerequisite(s)

  • must have completed BAFI5000 Principles of Finance

Corequisite(s)

N/A

Antirequisite(s)

N/A

Fee calculator

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Only some Postgraduate Coursework programs are available as Commonwealth Supported. Please check your program for specific fee information.

The Student Contribution amount displayed below is for students commencing a new program from 2021 onwards. If you are continuing in a program you commenced prior to 1 January 2021, or are commencing an Honours degree relating to an undergraduate degree you commenced prior to 1 January 2021, you may be charged a different Student Contribution amount from the amount displayed below. Please check the Student Contribution bands for continuing students here. If you are an international student, or a domestic student studying in a full fee paying place, and are continuing study that you commenced in 2025 or earlier, your fees will be available here before enrolments open for 2026.

Degree list
The following degrees include this course