Skip navigation
Financial Planning and Wealth Management at Coventry University - UCAS

There are other course options available which may have a different vacancy status or entry requirements – view the full list of options

Course summary

Interested in a career that helps people achieve financial well-being while offering work-life balance and competitive earnings? Explore financial planning. Financial planning is a professional service designed for individuals, their families and businesses. As a financial planner, you can help others organise their financial affairs to achieve financial goals and lifestyle objectives. The demand for financial planning is growing due to factors such as increasing life expectancy, the complexity of financial services and products, evolving individual lifestyle goals and aspirations and shifts in workplace pensions and government welfare provision. This specialist vocational degree aims to equip you with the necessary skills to pursue a professional career in the financial services sector, such as personal financial planning, investments or wealth management. This course also offers you the optional opportunity to gain the Chartered Institute of Securities and Investment’s (CISI) Investment Advice Diploma (IAD), a mandatory qualification for those who wish to offer financial advice in the UK and abroad.2 Why study this course

  • Course content is mapped against CISI’s Investment Advice Diploma (IAD) professional standards. You will have an option to take the IAD professional qualification as part of the course at no additional cost. The IAD is designed to meet the standards set by the Retail Distribution Review (RDR), which aims to improve the quality of financial advice provided to retail clients. The IAD is recognised by the Financial Conduct Authority (FCA) as an appropriate exam for retail advisors, ensuring that individuals who have the qualification are competent to provide investment advice.
  • Learn software, such as Voyant, and gain hands-on experience of market leading financial databases such as Bloomberg, LSEG Workspace, Fitch Connect and Bureau van Dijk Fame. You would also have the opportunity to get professional certifications for Bloomberg, LSEG Workspace and in ESG.
  • We endeavour to provide you with opportunities to attend industry conferences, network with practitioners and take part in our own mentoring scheme, where you can engage directly with industry mentors. They provide one-to-one support and can help you to improve your technical knowledge and skills, gain industry insights and support you with advice and goal setting.
  • You can choose to study an optional sandwich year, which offers you the chance to gain hands-on industry placement experience.
  • Access maths and statistics support through drop-in sessions and bookable appointments.We are a CISI Centre of Excellence and you could be nominated for the CISI Educational Trust Award.Enrich your student experience by becoming a member of a student-led society such as the Investment Society or the Economics Society.
  • Benefit from real-world exposure and network with like-minded professionals and visit key financial institutions, which have previously included Bloomberg, Cooper Parry Wealth and Fidelity International.
Please see the course page on the Coventry University website for details.

Modules

Year One This course has a common first year which enables you to work alongside students doing similar courses to you, to widen your knowledge and exposure to other subject areas and professions. You will have the opportunity to collaborate with other students, so you can share your insights and experience which will help you to develop and learn.   If you discover an interest in a specific subject you have studied, upon successful completion of your first year, you could swap degrees with another course in your common first year (subject to meeting progression requirements).    Common first year courses  Banking and Finance BSc (Hons) Business and Finance BSc (Hons) Business Economics BSc (Hons) Economics BSc (Hons) Finance and Investment BSc (Hons) Financial Economics BSc (Hons) Modules: Principles of Economics - 30 Credits Quantitative and Academic Skills - 30 Credits Ethics, Sustainability and Entrepreneurship - 30 Credits Principles of Finance - 30 Credits Year Two Applied Econometrics and Research Skills - 30 Credits Corporate and Behavioural Finance - 30 Credits Financial Regulation and Governance - 30 Credits Wealth Management - 30 Credits Placement Year There’s no better way to find out what you love doing than trying it out for yourself, which is why a work placement2 can often be beneficial. Work placements usually occur between your second and final year of study. They’re a great way to help you explore your potential career path and gain valuable work experience, whilst developing transferable skills for the future. If you choose to do a work placement year, you will pay a reduced tuition fee* of £1,250. For more information, please go to the fees and funding section. During this time you will receive guidance from your employer or partner institution, along with your assigned academic mentor who will ensure you have the support you need to complete your placement. Whilst we would like to give you all the information about our placement/study abroad offering here, it is often tailored for each course every year and depends on the length of placement or study abroad opportunities that are secured. Therefore, the placement and study abroad arrangements vary per course and per student. Request further information about going on a placement or study abroad year* Final Year Investment Analysis - 30 Credits Insurance and Pensions - 30 Credits Undergraduate Project - 30 Credits Financial Planning - 30 Credits We regularly review our course content, to make it relevant and current for the benefit of our students. For these reasons, course modules may be updated. For detailed module information please visit the course page on the Coventry University website. *Please see the course page on the Coventry University website for details.

Assessment method

This course will be assessed using a variety of methods which will vary depending upon the module. Assessment methods include: Formal examinations Tests Essays Group work Presentations Reports Projects Coursework Exams Individual Assignments The Coventry University Group assessment strategy ensures that our courses are fairly assessed and allows us to monitor student progression towards achieving the intended learning outcomes.

Professional bodies

Professionally accredited courses provide industry-wide recognition of the quality of your qualification.

  • Chartered Insurance Institute
  • Association to Advance Collegiate Schools of Business
  • Small Business Charter
  • Chartered Association of Business Schools
  • Principles for Responsible Management Education
  • Business Graduates Association

How to apply

Application codes

Please select a course option – you will then see the application code you need to use to apply for the course.

Points of entry

The following entry points are available for this course:

  • Year 1

Entry requirements

Qualification requirements

We’re here to help you achieve your study goals. If your qualifications or expected levels of grades differ from those outlined above, chat with our admissions team and between us we will explore the possibilities open to you. We accept a range of qualifications and our study experience is designed to give you options and support from the start. Contact us via our website to find out more.


Student Outcomes

Operated by the Office for Students

There is no data available for this course. For further information visit the Discover Uni website.

Fees and funding

Tuition fees

England £9535* Year 1
Northern Ireland £9535* Year 1
Scotland £9535* Year 1
Wales £9535* Year 1
Channel Islands £9535* Year 1
Republic of Ireland £9535* Year 1

*This is a provisional fee and subject to change.

Tuition fee status depends on a number of criteria and varies according to where in the UK you will study. For further guidance on the criteria for home or overseas tuition fees, please refer to the UKCISA website .

Additional fee information

Additional costs/fee information Tuition fee status depends on a number of criteria and varies according to where in the UK you will study. For further guidance on the criteria for home or overseas tuition fees, please refer to the UKCISA website . Studying this course with a sandwich year incurs an additional £1,500 fee (£1,800 for international students) to cover your academic support throughout your placement year. For full international fees and the most up to date information about tuition fees, please check the relevant course page of the Coventry University website.
Financial Planning and Wealth Management at Coventry University - UCAS