The foundation year of this Coventry University degree will be delivered from our CU Coventry campus. Course delivery from year 1 of the degree onwards will be from Coventry University campus.
Interested in a career that helps people achieve financial well-being while offering work-life balance and competitive earnings? Explore financial planning.
Foundation year
The foundation year aims to provide a credible broad-based preparatory course that will equip you with the necessary skills and competencies to study at degree level.
Degree
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
Foundation year
Supports you to gain the academic skills required for degree-level study.Provides a grounding in key areas of finance and economics.
Degree
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.
The foundation year teaches key modules in:
After foundation, you progress to year 1 of the degree course. The common first year 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.
Year one 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.
Coventry University has participated in the Teaching Excellence Framework. These ratings were awarded in 2023, for four years.
See why these ratings were awarded
What does this TEF outcome mean?
This course may be available at alternative locations, please check if other course options are available.
Course optionsDiscover what it's like to study Financial Planning and Wealth Management with foundation year at Coventry University: insights on the course, making friends, personal statement tips, uni prep, and recommended books, podcasts, and videos.
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.
Grades alone don’t tell us everything about your potential and your story. We use information from your application to assess achievements in your personal situation to support fair and equal access. For example, we consider where you live, your school, if you are a carer or a care leaver or have experienced disruption to your education.
We have different schemes that recognise this context that may result in a reduced offer by up to 24 UCAS points or equivalent.
This section shows the range of grades that students who received offers were previously accepted on to this course with (learn more).
It is designed to support your research but does not guarantee whether you will or won't get a place.
Admissions teams consider various factors, including interviews, subject requirements, and entrance tests. Check all course entry requirements for eligibility.
This course may have Historical entry grades data available, please select a course option to view.
Course optionsThis report uses your grades to show how students with similar results have done when applying to this course in the past. Sometimes, there isn’t data for every possible set of grades. When that happens, universities and colleges occasionally fill in the gaps for sets of grades that are typically accepted.
| Location | Fee | Year |
|---|---|---|
| England, Scotland, Wales, Northern Ireland, Channel Islands & Republic of Ireland | £9790* | |
| EU & International | £20800* |
* 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.
No additional fees or cost information has been supplied for this course, please contact the provider directly.
Email:applications.io@coventry.ac.uk
Phone:+44 024 7765 2152
Email:ukadmissions@coventry.ac.uk
Phone:024 7765 2222
Priory Street
Coventry
CV1 5FB
At Coventry University
