Have a personal or library account? Click to login
A Review of Ethics Education in Financial Planning Courses in Australia Cover

A Review of Ethics Education in Financial Planning Courses in Australia

Open Access
|Mar 2024

References

  1. AACSB (2011) Globalisation of management education: Changing international structures, adaptive strategies and the impact on institutions. Report of the AACSB International Globalisation of Management Education Task Force, Emerald Group Publishing Ltd, USA.
  2. Anderson, L. and Bloom, B. S. (2001) A taxonomy for learning, teaching, and assessing : A revision of Bloom’s taxonomy of educational objectives (Complete ed.). New York: Longman.
  3. Armstrong, M. (1993) ‘Ethics and professionalism in accounting education: a sample course’, Journal of Accounting Education, 11, pp. 77–92.
  4. Armstrong, P. (n.d.) ‘Bloom’s Taxonomy’, Vanderbilt University Center for Teaching, https://cft.vanderbilt.edu/guides-sub-pages/blooms-taxonomy/ (accessed on 11/01/2017).
  5. Baden, D. (2013) ‘Chapter 6, No more preaching to the converted: Embedding ESD in the business school curriculum through a service learning initiative’, in Atfield, R. and Kemp, P. (eds.), Enhancing education for sustainable development in Business and Management, Hospitality, Leisure, Marketing, Tourism, Higher Education Academy, York, UK, https://www.heacademy.ac.uk/sites/default/files/ESD_Baden_final_0.pdf.
  6. Baetz, M. and Sharp, D. (2004) ‘Integrating Ethics Content into the Core Business Curriculum: Do Core Teaching Materials Do the Job?’ Journal of Business Ethics, 51:1, pp. 53–62.
  7. Beattie, V., Collins, B. and McInnes, B. (1997) ‘Deep and surface learning: a simple or simplistic dichotomy?’, Accounting Education: An International Journal, 6:1, pp.1–12.
  8. Bigel, K. (2000) ‘The ethical orientation of financial planners who are engaged in investment activities: a comparison of U.S. practitioners based on professionalization and compensation sources’, Journal of Business Ethics, 28:4, pp. 323–337.
  9. Brewer, P. D. and Brewer, K. L. (2010) ‘Knowledge Management, Human Resource Management, and Higher Education: A Theoretical Model’, Journal Of Education For Business, 85:6, pp. 330–335, doi:10.1080/08832321003604938.
  10. Campbell, M. and Zegawaard, K. (2012) ‘Developing an ethical professional through work-integrated learning’, Proceedings of the Australian Collaborative Education Network National Conference, Deakin University, Geelong.
  11. Commonwealth of Australia. (2014) Parliamentary Joint Committee on Corporations and Financial Services: Inquiry into proposals to lift the professional, ethical and education standards in the financial services industry. December 2014, Australia, http://www.aph.gov.au/Parliamentary_ Business/Committees/Joint/Corporations_and_Financial_Services/Financial_Adviser_Qualifications/Report (accessed 27/07/2016)
  12. Commonwealth of Australia. (2016) Corporations Act 2001 (as amended), https://www.legislation.gov.au/Details/C2016C00368 (accessed 01/05/2017)
  13. Cull, M. (2009) ‘The rise of the financial planning industry’, Australasian Accounting, Business and Finance Journal, 3:1, article 4, pp. 26–37.
  14. Cull, M. (2015) ‘The role of trust in personal financial planning’, PhD Dissertation, University of Western Sydney, Digital Thesis Database Repository, http://handle.uws.edu.au:8081/1959.7/uws:32640 (accessed 11/01/2017)
  15. Cull, M. and Sloan, T. (2016) ‘Characteristics of trust in personal financial planning’, Financial Planning Research Journal, 2:1, pp. 12–35.
  16. Davidson, R and Baldwin, A. (2005) ‘Cognitive skills objectives in intermediate accounting textbooks: Evidence from end-of-chapter material’, Journal of Accounting Education, 23:2, pp. 79–95, ISSN 0748-5751, http://dx.doi.org/10.1016/j.jaccedu.2005.05.001.
  17. Davidson, G., Garton, A. and Joyce, M. (2003) ‘Survey of ethics education in Australian university schools and departments of psychology’, Australian Psychologist, 38:3, pp. 216–222.
  18. Debreceny, R. and Farewell, S. (2010) ‘XBRL in the Accounting Curriculum’, Issues In Accounting Education, 25:3, pp. 379–403, doi:10.2308/iace.2010.25.3.379.
  19. Diekema, D. and Shugerman, R. (1997) ‘An ethics curriculum for the pediatric residency program – confronting barriers to implementation’, Arch Pediatr Adolesc Med, http://jamanetwork.com/journals/jamapediatrics/article-abstract/518392 (accessed 19/01/2017).
  20. Dosch, R. and Wambsganss, J. (2006) ‘The Blame Game: Accounting Education Is Not Alone’, Journal of Education for Business, May/June 2006, 81:5, ProQuest, pp. 250–254.
  21. Entwistle, N.J. and Ramsden, P. (1983) Understanding Student Learning, Croom Helm, London.
  22. Ferguson, A. and Masters, D. (2014) ‘Banking Bad’, Four Corners, http://www.abc.net.au/4corners/stories/2014/05/05/3995954.htm (accessed 17/01/2017).
  23. Ferguson, A., Christodoulou, M. and Toft, K. (2016) ‘Money For Nothing’, Four Corners, 7 March, Australian Broadcasting Commission. Transcript found at: http://www.abc.net.au/4corners/stories/2016/03/07/4417757.htm (accessed 30/03/2016).
  24. FPA. (Financial Planning Association of Australia.) (2012) ‘Australian Higher Education Curriculum and Accreditation Framework in Financial Planning’, Financial Planning Education Council, pp. 28, 29, 32, 33, 38.
  25. FPA. (Financial Planning Association of Australia.) (2017) CFP® Certification Program Approved Degree List, <https://fpa.com.au/wp-content/uploads/2017/05/CFP_ApprovedDegreeList_2017.pdf (accessed October 2016).
  26. Forster, D. (2012) ‘Codes of Ethics in Australian Education: Towards a National Perspective’, Australian Journal of Teacher Education, 37:9, http://search.informit.com.au/fullText;dn=7284285 61537017;res=IELAPA (accessed 24/01/2017).
  27. Gandz, J. and Hayes, N. (1998) ‘Teaching Business Ethics’, Journal of Business Ethics, 7:9, pp. 657–669.
  28. Giacalone, R. and Thompson, K. (2006) ‘Business ethics and social responsibility education: shifting the worldview’, Academy of Management Learning & Education, 5:3, pp. 266–277.
  29. Godemann, J., Herzig, C. and Moon, J. (2011) Approaches to changing the curriculum, Presentation given on the ISIBS Workshop—Session II, University of Nottingham 20/21.10.2011.
  30. Gold, J., Pryor, C. and Jagolinzer, P. (2004) ‘Teaching Personal Financial Planning at Business Schools’, The CPA Journal,74:9, pp. 68–72.
  31. Golub, J. (1993) ‘The voices we hear’, English Leadership Quarterly, 15:2, pp. 2–5.
  32. Holt, D. (2003) ‘The role and impact of the business school curriculum in shaping environmental education at Middlesex University’, International Journal of Sustainability in Higher Education, 4:4, pp. 324–343.
  33. Illeris, K. (2009) Contemporary theories of learning: learning theorists… In their own words, Routledge, Milton Park, pp. 8–9.
  34. Isaksson, A. (1979) ‘Kohlberg’s theory of moral development and its relevance to education’, Scandinavian Journal of Educational Research, 23:2, pp. 47–63.
  35. Jonson, E., McGuire, L. and O’Neill, D. (2015) ‘Teaching ethics to undergraduate business students in Australian: comparison of integrated and stand-alone approaches’, Journal of Business Ethics, 132:2, pp. 477–491.
  36. Karns, J. M. L., Burton, G. E. and Martin, G. D. (1983) ‘Learning objectives and testing: An analysis of six principles of economics textbooks, using bloom’s taxonomy’, Journal of Economic Education (Pre-1986), 14:3, p. 16.
  37. Ketz, J. E. (2006) ‘Accounting ethics: critical perspectives on business management’, Theories of Accounting Ethics and their Dissemination, 2, Routledge, New York.
  38. Kidwell, L. A., Fisher, D. G., Braun, R. L. and Swanson, D. L. (2013) ‘Developing Learning Objectives for Accounting Ethics Using Bloom’s Taxonomy’, Accounting Education, 22:1, pp. 44–65, doi:10.1080/09639284.2012.698478.
  39. Knowles, M. (1977) ‘Adult learning processes: pedagogy and andragogy’, Religious Education, 72:2, pp. 202–211.
  40. Langenderfer, H. and Rockness, J. (1989) ‘Integrating Ethics into the Accounting Curriculum: Issues, Problems, and Solutions’, Issues in Accounting Education, 4:1, pp. 58–69.
  41. Maxwell, B., Tremblay-Laprise, A., Filion, M., Boon, H., Daly, C., van den Hoven, M., Heilbron, R., Lenselink, M. and Walters, S. (2016) ‘A five-country survey on ethics education in preservice teaching programs’, Journal of Teacher Education, 67:2, pp. 135–151.
  42. McCarthy, I. N. (1997) ‘Professional ethics code conflict situations: Ethical and value orientation of collegiate accounting students’, Journal of Business Ethics, 16:12–13, pp. 1467–1473.
  43. McConnell, P. (2016) ‘CommInsure case shows it’s time to target reckless misconduct in banking’, The Conversation, 8 March, found at: https://theconversation.com/comminsure-case-shows-its-time-to-target-reckless-misconduct-in-banking-55748 (accessed 30/03/2016).
  44. McDonald, G. M. and Donleavy, G. D. (1995) ‘Objections to the teaching of business ethics’, Journal of Business Ethics, 14:10, pp. 839–853.
  45. McPhail, K. (2001) ‘The other objective of ethics education: re-humanising the accounting profession – a study of ethics education in law, engineering, medicine and accountancy’, Journal of Business Ethics, 34, pp. 279–298.
  46. Mintz, S. (1990) ‘Ethics in the Management Accounting Curriculum’, Management Accounting, June, pp. 51–54.
  47. Moeller, A. (2005) ‘Optimising student success: focused curriculum, meaningful assessment, and effective instruction’, Year of languages: challenges, changes and choices: selected papers from the 2005 Central States conference, pp. 77.
  48. O’Boyle, E. and Sandonà, L. (2014) ‘Teaching business ethics through popular feature films: an experiential approach’, Journal of Business Ethics, 121:3, pp. 329–340.
  49. Painter-Morland, M., Sabet, E., Moltham-Hill, P. Goworek, H. and de Leeuw, S. (2016) ‘Beyond the curriculum: integrating sustainability into business schools’, Journal of Business Ethics, 139, pp. 737–754.
  50. Park, H.J. (1998) ‘Can business ethics be taught?: A new model of business ethics education’, Journal of Business Ethics, 17:9/10, pp. 965–977.
  51. Ponemon, L. (1993) ‘Can ethics be taught in accounting?’, Journal of Accounting Education, 11:2, pp. 185–209.
  52. Rest, J. (1986) Moral Development: Advances in Research and Theory, Praeger Publishers, New York.
  53. Robertson, A. (2016) ‘Life insurance commissions mean CommInsure the tip of the financial scandal iceberg’, ABC News, 15 March, found at http://www.abc.net.au/news/2016-03-15/comminsure-points-towards-broader-insurance-scandals/7247408 (accessed 30/03/2016).
  54. Rusinko, C. A. (2010) ‘Integrating sustainability in management and business education’, The Academy of Management Learning and Education, 9:3, pp. 507–519.
  55. Ryan, T. and Bisson, J. (2001) ‘Can ethics be taught?’, International Journal of Business and Social Science, 2:12, pp. 44.
  56. Savulescu, J., Crisp, R., Fulford, K., Hope, T. (1999) ‘Evaluating ethics competence in medical education’, Journal of Medical Ethics, vol. 25, pp. 367–374.
  57. Schoemaker, P. J. H. (2008) ‘The future challenges of business: Rethinking management education’, California Management Review, 50:1, pp. 119–139.
  58. Sims, R. and Felton, E. (2006) ‘Designing and Delivering Business Ethics Teaching and Learning’, Journal of Business Ethics, 63:3, pp. 297–312.
  59. Slocum, A., Rohlfer, S. and Gonzalez-Canton, C. (2013) ‘Teaching Business Ethics Through Strategically Integrated Micro-Insertions’, Journal of Business Ethics, 125:1, pp. 45–58.
  60. Sterling, S. (2004) ‘Higher education, sustainability and the role of systemic learning’, in Corcoran, P. and Wals, A. (Eds.), Higher education and the challenge of sustainability: Contestation, critique, practice, and promise, Kluwer Academic, Dordrecht.
  61. Stibbe, A. (2009) The handbook of sustainability literacy: Skills for a changing world, Green Books, Totnes.
  62. Strong, C., Connelly, J. and Forrow, L. (1992) ‘Teachers’ perceptions of difficulties in teaching ethics in residencies’, Academic Medicine: Journal of the Association of American Colleges, 67: 6, pp. 398–402.
  63. Truscheit, A. and Otte, C. (2007) Sustainable games people play: Teaching sustainability skills with the aid of the role-play, NordWestPower’, in Galea, C. (Ed.), Teaching business sustainability. Volume 2: Cases, simulations and experiential approaches, pp. 164–170, Greenleaf, Sheffield.
  64. Warren, H. B. (1992) Implementing Holistic Education in Marketing Courses. Marketing Education Review, 2:2, 21–24.
  65. Waterson, L. (2017) ‘Hold off on transitioning to new standards, says FPA’, Independent Financial Advisors, Sterling Publishing, http://www.ifa.com.au/news/17288-fpa-quells-adviser-concerns-on-education-standards (accessed 11/01/2017)
DOI: https://doi.org/10.2478/fprj-2018-0001 | Journal eISSN: 2206-1355 | Journal ISSN: 2206-1347
Language: English
Page range: 11 - 32
Submitted on: Aug 2, 2017
Accepted on: Oct 31, 2017
Published on: Mar 19, 2024
Published by: Financial Advice Association of Australia
In partnership with: Paradigm Publishing Services
Publication frequency: 2 issues per year

© 2024 Michelle Cull, Briana Melville, published by Financial Advice Association of Australia
This work is licensed under the Creative Commons Attribution 4.0 License.