Financial Planning and Wealth Management BSc (Hons) with foundation year

Study level: Undergraduate
Students working on a laptop in an open plan study area

Interested in a career that helps people achieve financial well-being while offering work-life balance and competitive earnings? Explore financial planning.

Course features

Course option

Year of entry

Location

CU Coventry (Coventry) and
Coventry University (Coventry)

Study mode

Full-time
Sandwich

Duration

4 years full-time
5 years sandwich

UCAS codes

NGDF

Start date

September 2027
November 2027
January 2028
March 2028
May 2028
July 2028


Course overview

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

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Rated Gold Overall

Teaching Excellence Framework (TEF) 2023

Five stars in a speech bubble.

5 QS Stars for Teaching and Facilities

QS Stars University Ratings

City buildings next to a tree.

Top 5 Student City in England (Coventry)

QS Best Student Cities Index 2026

Why you should 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.2,4
  • 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.2
  • You can choose to study an optional sandwich year, which offers you the chance to gain hands-on industry placement experience.2
  • 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 then 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.2
  • 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.2

Want to learn more about the world of finance?

Join us as we interview Dr. Lein Luu, a renowned social professor and curriculum lead in finance at Coventry University.

Graduating from Coventry University and completing my professional exams alongside my studies provided a strong foundation for my career in wealth planning. My placement year was also invaluable for my final year and provided a great foundation for my current role.

The profession is fulfilling, to see the positive impact we have on our clients' lives, helping them achieve their goals and improving their financial well-being. The demand for financial planners is growing, offering great opportunities for young professionals.

I highly recommend exploring a career in financial planning. It's a path that offers not only professional growth but also the chance to positively influence peoples' lives. Take that first step today, and you'll find it to be a deeply rewarding journey.

Hannah Nolan, Alumna and CISI Educational Trust Award winner, Financial Planner at Paradigm Norton, (Quoted 2025)
A portrait of Hannah with an out of focus background

What you'll study

Your first year is shared with students from closely related courses. This approach allows you to learn alongside other disciplines, broaden your perspective and develop strong collaboration skills from the very start.

The common first year also offers flexibility. If you discover a stronger interest in another subject area, you may have the opportunity to transfer to a related course at the end of the 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)
  • Financial Planning and Wealth Management BSc (Hons)

Modules

Modules

A placement year2 provides optional first-hand industry experience and helps you discover where your skills and interests truly lie. Taken between your second and final years, it allows you to step into a professional environment, apply your learning and gain valuable insight into your chosen sector.

By spending an extended period in industry, you should develop confidence, build professional networks and strengthen the transferable skills that employers value most. This experience offers a powerful way to explore career paths and return to your final year with real -world expertise and a clearer sense of direction.

Key opportunities

  • Complete an approved work placement: gain practical experience aligned with your course and career ambitions, typically lasting at least 26 weeks.
  • Reflect on professional development: recognise and document the specific skills, knowledge and experience you gain during your time in industry.
  • Broaden your global perspective: optionally undertake an international work or study placement to experience a different professional or cultural context.

While this optional year is non-credit-bearing, successful completion ensures your experience is formally recognised on your final degree certificate to showcase your expertise to future employers.

Students sponsored by the University who opt for an international work placement must ensure they comply with the UKVI immigration regulations and should contact us for further guidance.

Modules

This year introduces you to your chosen subject while building essential skills.

  • Explore everything from global economics and business communication to capital markets and professional growth, giving you a solid understanding of the subject before you progress.
  • Perfect the research and writing styles you’ll need to ace your degree-level assignments.
  • Learn core principles so you feel completely prepared when you start Year 1 of your degree.

On successful completion of this foundation year, you will be able to progress to year 1 of the degree.

Modules

We regularly review our course content to keep it relevant and current for our students. Consequently, we may update modules to reflect the latest industry standards.


How you'll learn

You'll learn through a variety of methods such as preparing a financial plan based on a case study, undertaking cashflow modelling and risk profiling.

Forget stressful end-of-year exams. We focus on applied learning using a mix of lectures, tutorials and online study to get you ready for the real world. Instead of one big test, we assess your progress through coursework and phase tests. This better reflects the way you’ll likely work in your future career.


Teaching contact hours

As a full-time undergraduate student, you will study modules totalling 120 credits each academic year. A typical 30 credit module requires 300 hours study. Study hours are made up of teaching contact hours and guided and independent study.

Teaching hours:

Teaching hours may vary, depending on where you are in your studies, but on average, you will have between 10 and 12 teaching and learning hours each week. You will also have the option to attend additional sessions, including time with a progress coach or to meet with staff for advice and feedback. As you progress through your studies, teaching hours may reduce.

Guided and independent study:

Throughout your studies, you will be expected to spend time in guided and independent study to make up the required study hours per module. You will be digging deeper into topics, reviewing what you’ve learnt and completing assignments. This can be completed around your personal commitments. As you progress to the end of your studies, you’ll spend more time on independent learning.

Online learning:

As an innovative university, we use different teaching methods including online tools and emerging technologies. So, some of your teaching hours and assessments may be delivered online.


Assessment

This course will be assessed using a variety of methods which will vary depending upon the module. Assessment methods may include:

  • phase tests
  • group work
  • presentations
  • reports
  • projects
  • coursework
  • 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.

You will be taught in our Trading Floor room, giving you access to a wealth of live and historical trading market data.

Typically, a module involves interactive lecture(s) weekly, delivered synchronously online or on campus, followed by a range of active learning sessions such as seminars and workshops.

In addition, you will meet other students on the course and your tutors weekly during term time, to engage in community-building activities, receive support and raise concerns relating to the course.

The assessment strategy is designed to be efficient and manageable and consists of authentic assessments, very similar to those tasks you can expect to complete in your future careers.


Teaching contact hours

As a full-time undergraduate student, you will study modules totalling 120 credits each academic year. You will normally study one 30-credit module at a time. A typical 30-credit module requires a total of 300 hours of study made up of teaching contact hours, guided and independent study.

Teaching hours

Teaching hours may vary depending on your year of study and selected modules. During your first year, you can expect 12-15 teaching hours each week. You will also have the option to attend additional sessions, including time with a progress coach or to meet with staff for advice and feedback. As you progress through your studies, teaching hours may reduce.

Guided and independent study

Throughout your studies, you will be expected to spend time in guided and independent study to make up the required study hours per module. You’ll be digging deeper into topics, review what you’ve learned and complete assignments. This can be completed around your personal commitments. As you progress through your studies, you’ll spend more time in independent study.

Online learning

As an innovative university, we use different teaching methods including online tools and emerging technologies. So, some of your teaching hours and assessments may be delivered online.


Assessment

This course will be assessed using a variety of methods which will vary depending upon the module.

Assessment methods may 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.


International experience opportunities

You will have the opportunity to take part in an overseas study trip, or a full year abroad2. Coventry University aims to give you the global opportunities needed to become a truly global graduate, enhancing your employability on a global scale.

In the past, our students have had the opportunity to visit universities in China and Malaysia to study alongside students, see how finance is taught internationally, appreciate the issues in different countries and broaden their perspectives.

Closer to home, you may have the opportunity to participate in European field trips2 which, in the past, have included events such as the annual Tax Week initiative or the annual Audit Week, both of which are conducted in collaboration with European universities, and see students work collaboratively on related projects2.

Please note that all international experience opportunities may be subject to additional costs, competitive application, availability, and meeting applicable visa and travel requirements, and are therefore not guaranteed2.

A meeting with a financial planner changed my life and inspired me to retrain to become a financial planner. This is a great career because you can make a difference to people’s lives and look after your own future. If you want to help people and earn a good living, the Global Financial Planning BSc is a fantastic degree, because it gives you the knowledge and skills to take advantage of the abundant opportunities in financial services and the opportunity to obtain a professional qualification.

Dr Lien Luu, Associate Professor in Finance, 2025
Two students looking at a tablet

Entry requirements

Typical entry requirements:

64 UCAS tariff points. All foundation courses require GCSE maths and English at grade 4 / C or Functional Skills Level 2, or other equivalent Level 2 awards. For T levels: overall grade of Pass (D or E on the Core) in the T level qualification in any subject.

Other qualifications and experience

Our students come from a variety of backgrounds, each with a unique story. We recognise a breadth of qualifications. If your qualifications differ from the above, contact our Admissions Team who will be happy to discuss your qualifications and routes into your chosen course.

Contextual/Fair Access Offers

If you meet the criteria for our Fair Access Offer, you could automatically receive a contextual offer which is 16 UCAS points lower than our standard entry requirements. View the criteria for our Fair Access Offer.

Got higher grades? Have you considered direct entry to the degree without foundation year?


Fees and funding

Foundation year

Student Full-time Part-time
UK, Ireland*, Channel Islands or Isle of Man 2027/28 fees TBC
2026/27 fees: £5,760
Not available
International/EU Not currently available*** Not available

Degree

Student Full-time Part-time
UK, Ireland*, Channel Islands or Isle of Man 2027/28 fees TBC
2026/27 fees: £9,790 per year
Not available
International/EU Not currently available*** Not available

If you choose to study this course with a professional placement2 or study abroad year, you will need to pay a tuition fee3 to cover your academic support throughout your placement year. Students commencing their professional placement in the academic year 2028/29 will pay £1,575 if they are paying UK fees, or £1,900 if they are paying international fees.

For advice and guidance on tuition fees and student loans visit our Undergraduate Finance page and see The University’s Tuition Fee and Refund Terms and Conditions.

The University will charge the tuition fees that are stated in the table above for the first Academic Year of study. The University will review tuition fees each year. For UK (home) students, if Parliament permits an increase in tuition fees, the university may increase fees for each subsequent year of study in line with any such changes. Note that any increase is expected to be in line with the Retail Price Index (RPI), a UK measure of inflation that tracks changes in the cost of living.

If you choose to study this course with a professional placement or study abroad year, the University will charge the tuition fees stated above for those on a placement during Academic Year 2028/29. The University will review professional placement tuition fees each year. For UK (home) students, the University may increase fees for each subsequent year of study, but such that it will be no more than 5% above RPI.

For international students, we may increase fees each year, but such increases will be no more than 5% above inflation. If you defer your course start date or have to extend your studies beyond the normal duration of the course (e.g. to repeat a year or resit examinations) you may be charged the tuition fees in force at the time you take that additional period of study, and/or in line with any legislative changes that apply at that time.

Tuition fees cover the cost of your teaching, assessments, facilities and support services. There may be additional costs not covered by this fee such as accommodation and living costs, recommended reading books, stationery, printing and re-assessments should you need them. Find out what's included in your tuition costs.

Applies to degree only

The following are additional costs not included in the tuition fees:

  • Any optional overseas field trips or visits: £400+ per trip.
  • Any costs associated with securing, attending or completing a placement (whether in the UK or abroad) which may include costs of travel, accommodation, equipment or uniform required for the placement and any visa-related costs.

Foundation year funding

To secure funding for a degree with a foundation year, you must complete the full four-year programme. If you do not finish the entire course, including the integrated foundation year, you may have to pay the foundation year fees yourself. For further information, please refer to the 'Tuition Fee Loan' details in the 'Funding your undergraduate course' section of our 'Fees and finance' page.

*Irish student fees

The rights of Irish residents to study in the UK are preserved under the Common Travel Area arrangement. If you are an Irish student and meet the residency criteria, you can study in England, pay the same level of tuition fees as English students and utilise the Tuition Fee Loan.

**This degree with foundation year is not currently available to international students who require a student visa to study in the UK.


Facilities

You’ll spend your foundation year at our CU Coventry Mile Lane building, just a short walk from Coventry city centre. You can still make the most of all the facilities at the main Coventry University campus whenever you like.

Once you successfully complete your foundation year, you’ll move over to the Coventry University campus to study your degree.

Facilities are subject to availability4. Access to some facilities (including some teaching and learning spaces) may vary from those advertised and/or may have reduced availability or restrictions where the university is following public authority guidance, decisions or orders.

People walking in front of a building which has a big library sign

Lanchester Library

The library is usually open 364 days a year. It’s where you can access your course’s specialist Academic Liaison Librarian. It’s also home to specialist teams which can support you with your academic writing and maths and statistics questions.

Glass modern building with a spire in the background

The Hub

The Hub is the centre of student life on campus. Facilities include a food court, convenience store, multi-faith centre, medical centre, hairdresser, coffee shops and the Your SU offices. It has fully licensed function spaces and a bar.

Two people working together with a laptop in front of them

Careers and employability

Get one-on-one guidance lasting up to 18 months from the end of your course. We’ll help you find placements and graduate roles, offer CV and application checks, mentoring, skills workshops, employer events and more.

Facilities are subject to availability4. Access to some facilities (including some teaching and learning spaces) may vary from those advertised and/or may have reduced availability or restrictions where the university is following public authority guidance, decisions or orders.


Careers and opportunities

Upon successful completion, you will be able to:

  • use a range of transferable skills such as writing clear and concise reports based on evidence and logic, making effective use of information technology, confident delivery of presentations, creative problem solving,financial skills and, self-motivation.
  • communicate technical financial concepts in a clear manner to a range of relevant stakeholders.
  • apply financial theories and appropriate mathematical and quantitative techniques to solve financial planning problems.
  • carry out independent research on a financial planning or finance topic using appropriate theories and analytical tools.
  • understand the importance and relevance of personal finance and financial services to individuals and businesses.
  • demonstrate an understanding of the importance of financial planning, the complex international environment in which financial planners operate, and the impact of social, economic, and legislative factors.
  • prepare financial plans, including analysing financial situations, identifying goals and objectives, compiling personal financial statements, undertaking cashflow modelling, calculating shortfalls and recommending solutions to meet goals and objectives.
  • demonstrate the ability to apply financial planning knowledge and skills in core areas relating to personal risk management, investment planning and retirement planning.

Upon successful completion, you should be well placed to pursue potential future career options with financial institutions, including investment advisory services, commercial banks, brokerage firms, insurance companies; and finance companies. You could also explore potential options in the finance departments of non-financial corporations, non-profit institutions and governmental agencies.

Where our graduates work

Our previous graduates have obtained roles in financial consultancy, investment analysis and wealth management for companies including Microsoft, IBM, Tesco Graduate Scheme, Toys R Us and PricewaterhouseCoopers (PwC). 

Further study

Alternatively, you may decide to pursue postgraduate study opportunities by studying courses such as Accounting and Financial Management MSc or Finance MSc at Coventry Business School, which could further enhance your employability. You may be entitled to an alumni discount on your fees if you decide to extend your time with us by progressing from undergraduate to postgraduate study. 

Please note that further study opportunities are subject to competitive application, availability, meeting any applicable visa requirements and additional costs may apply. 

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Discover Phoenix+

Phoenix+ brings you together with other students to learn, experience and develop essential knowledge and skills. Whatever destination you choose, it's about preparing you for life after university.

Learn more about Phoenix+

How to apply

This course with foundation year is not available to international students.

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