Financial Planning and Wealth Management

UCAS code: N341

Here's what Coventry University says about its Financial Planning and Wealth Management course.

PLEASE NOTE this course currently appears in the UCAS application tool under it's old title 'Global Financial Planning'. The course title will revert to Financial Planning and Wealth Management once your application is submitted to Coventry University.

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.

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.

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.