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Interested in a career that helps people achieve financial well-being while offering work-life balance and competitive earnings? Explore financial planning.
Course option
Year of entry
Location
Coventry University (Coventry)
Study mode
Full-time
Sandwich
Duration
3 years full-time
4 years sandwich
UCAS codes
N341
Start date
September 2026
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
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)
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.
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.
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.
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 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.
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.
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.
This course will be assessed using a variety of methods which will vary depending upon the module.
Assessment methods may include:
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 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
Typical entry requirements:
Not got the required grades? We offer this degree with an integrated foundation year.
Student | Full-time | Part-time |
---|---|---|
UK, Ireland*, Channel Islands or Isle of Man | 2026/27 fees TBC 2025/26 fees: £9,535 per year |
Not available |
EU | 2026/27 fees TBC 2025/26 fees: £9,535 per year with EU Support Bursary** 2026/27 fees TBC 2025/26 fees: £16,800 per year without EU Support Bursary** |
Not available |
International | 2026/27 fees TBC 2025/26 fees: £16,800 per year |
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 2027/28 will pay £1,500 if they are paying UK fees, or £1,800 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 above table 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 inflation.
If you choose to study this course with a professional placement, the University will charge the tuition fees stated above for those on a placement during Academic Year 2027/28. 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 inflation.
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) the University reserves the right to charge you fees at a higher rate and/or in accordance with any legislative changes during the additional period of study.
We offer a range of International scholarships to students all over the world. For more information, visit our International Scholarships page.
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.
The following are additional costs not included in the tuition 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.
Following the UK's exit from the European Union, we are offering financial support to all eligible EU students who wish to study an undergraduate or a postgraduate degree with us full-time. This bursary will be used to offset the cost of your tuition fees to bring them in line with that of UK students. Students studying a degree with a foundation year with us are not eligible for the bursary.
We have a range of facilities available to support our finance and investment students in putting the theories you are taught into practice4.
The library is usually open 24/7, in term-time. 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.
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.
Get one-on-one career and employability guidance lasting up to 36 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 availability. 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.
Upon successful completion, you will be able to:
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.
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).
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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