Programme list > Bachelor of Business > Financial Planning and Advice

Bachelor of Business (Financial Planning and Advice)

Overview

A unique major

Join a growing industry with the only university financial planning and advice specialisation in New Zealand.

  • Level

  • Undergraduate, NZQF Level 7
  • Campus

  • Auckland
  • Distance learning

  • Available
  • Duration

  • 3 year(s) full-time. Available part-time.
  • International

  • Available for international students studying in NZ

The skills taught in the Bachelor of Business (Financial Planning and Advice) will help those who are either wanting to become a financial planner, or those already in the industry that are looking to gain further certification. You will develop your numeracy, logic and analytical skills.

A financial planner or adviser works with people to help them make the best financial decisions for their situation – whether it is mortgages, term investments, shares or insurance options.

You’ll learn about the components of the personal financial planning process. You’ll study financial institutions and markets as well as instruments. You’ll get a sound theoretical foundation, on which you can build practical applications.

At a more advanced level, you can choose from courses in advanced tax and estate planning, property finance, investment analysis, personl risk management and banking. You’ll have access to our state-of-the-art Trading Room, where you’ll gain real-world experience in fund management with Massey’s dedicated student fund.

The Bachelor of Business will give you the leadership, communication and critical thinking skills that will make you a sought-after employee. These skills can be used in many different types of businesses, in New Zealand and around the world.

Careers and further study

Careers

Employment opportunities in the financial advice area are predicted to rise faster than average in the next few years.

A qualification in financial planning and advice offers opportunities in a wide range of careers, from banks or companies that specialise in finance to a financial planning specialist in a small to medium-sized company. Many financial advisers are self-employed.

Careers include:

  • financial planner
  • financial adviser
  • wealth manager
  • insurance adviser
  • mortgage adviser.

Further study

You may wish to consider going on to postgraduate study once you have finished your degree.

International students

New Zealand is a great place to study. Massey University’s reputation is supported by our international rankings, accreditations and associations. We are rated five star plus by the QS World University Rankings.

Massey University has small class sizes, and our lecturers and staff are friendly and approachable.

As an international student, there are entry requirements that will apply to you. We recommend that you apply at least three months before your anticipated start date so your application can be processed in time. There are additional steps you will need to take. These include obtaining a visa and travel bookings if your study is to be in New Zealand.

Entry requirements

University admission

All students must meet university entrance requirements to be admitted to the University.

Programme admission

Required

There are no specific entry requirements for this programme, outside of university admission regulations.

English language requirements

To study this programme you must meet Massey University's English language standards.

Prior learning, credit and exemptions

For information on prior learning, exemptions and transfer of credit or other questions:

If you do not have the entry requirements

English language and foundation courses

If you need help with your English language skills before you start university, we have courses and programmes that may help.

Summer School

If you need to do a course before you start your programme, there may be options for you in Summer School.

Courses and planning

Credit summary

360 credits

240 credits (at least)

From the Schedule to the Degree including:

Core courses

Major courses

 

120 credits

Elective courses including:

  • no more than 90 credits at 100-level
  • at least 15 credits at 300 level if required
 
 

Ensure that overall, you have:

  • Not more than 180 credits at 100 level
  • At least 75 credits at 300 level

You could replace electives with a second BBus major, or some electives with a recognised minor.

See ‘Courses for this programme’ below for schedules of courses.

Courses for this specialisation

Compulsory Courses

105 credits
110380 Estate and Tax Planning 15
125211 The Financial Planning Process 15
125220 Financial Institutions and Markets 15
125241 Introduction to Investments 15
125310 Financial Advice Implementation 15
125312 Applied Personal Financial Management 15
125351 Personal Risk Management 15

Compulsory Course Selection

At least 15 credits from
110289 Taxation 15
115388 Internship in Business 30
115389 Business Internship 15
125340 Investment Analysis 15
125364 Bank Financial Management 15
127245 Introduction to Property Finance and Investment 15
127378 Property Economics and Planning 15

Planning your programme

Planning overview

If you study full-time, in your first year, you’ll take eight 15-credit courses, making a total of 120 credits.

If you wish to study over two semesters, you should aim for 60 credits per semester. You may be able to take some courses at summer school. Make sure you include courses that are prerequisites for the next level of courses you wish to study.

Core business courses

Core courses are compulsory. These are courses which cover topics across the business spectrum. They are designed to give you the leadership, communication and solid business skills that you will need in your career.

The BBus provides considerable flexibility, enabling you to take control of your own programme within the regulations.

Capstone course

‘Capstone’ courses are designed to be taken in your last year of study. This relies on you having completed the correct first and second-year courses and ties your learning together.

Electives

For this Financial Planning and Advice major we do recommend that you choose one of the following first year courses for your elective choices in your first year: 161.111 Applied Statistics or 161.122 Statistics. These courses will assist with your numeracy abilities.

Minors

Completing a minor is optional. Minors increase the breadth of your degree. They give you extra knowledge, attributes and capabilities.

A minor must be in a different subject from your major.

A Bachelor of Business (Financial Planning and Advice) with a minor

You may choose a minor from any university undergraduate degree that has recognised minors. If the minor is from another undergraduate degree, the regulations of that programme will apply.

A Financial Planning and Advice minor (for students who are studying a different degree)

If you are not studying a Bachelor of Business (Financial Planning and Advice) and wish to complete a minor in Financial Planning and Advice, see the BBus regulations for the requirements of this minor.  

 

Professional requirements

If you wish to meet the education requirements for becoming a CERTIFIED FINANCIAL PLANNERCM professional you must take the seven compulsory courses for the Bachelor of Business (Financial Planning and Advice) major and 125.340 as your elective paper of the major.

CERTIFIED FINANCIAL PLANNERCM is a common law certification mark owned outside the U.S. by Financial Planning Standards Board Ltd. Financial Advice New Zealand is the marks licensing authority for the CFP Marks in New Zealand, through agreement with FPSB.

Fees and scholarships

Fees and finance

Fees, student loans and free fees scheme

Your tuition fees may be different depending on the courses you choose. Your exact fees will show once you have chosen your courses.

There will also be some compulsory non-tuition fees and for some courses, there may also be charges for things such as study resources, software, trips and contact workshops.

Already know which courses you're going to choose?

If you already know which courses you are going to take, you can use our fees calculator to get an estimate of your fees.

Student loans (StudyLink) and Fees Free scheme

You may be eligible for a student loan to help towards paying your fees.

The New Zealand Government offers fees-free tertiary study for eligible domestic students. Find out more about the scheme and your eligibility on the Fees Free website. To use the site's eligibility checking tool, you will need your National Student Number.

Current and returning Massey students will find their National Student Number on their student homepage.


A good fit if you:

  • have an aptitude for maths, finance and economics
  • like working with numbers and people
  • are a financial adviser who wishes to upskill and gain professional certification.

Accreditations and rankings

Association to Advance Collegiate Schools of Business (AACSB)

Massey Business School is rated in the top 5% of global business colleges by AACSB International.


Financial Advice New Zealand

This qualification satisfies the education requirements for becoming a CERTIFIED FINANCIAL PLANNERCM professional.


QS Ranking - Business and Management

Massey University is ranked by QS (Quacquarelli Symonds) as one of the top 300 universities for business and management.


ShanghaiRanking – business and finance

Massey University is ranked #1 in New Zealand and in the top 150 universities globally for business administration and finance by ShanghaiRanking.


Key information for students

Compare qualifications and academic information across different New Zealand institutions.

Regulations

Review this important information before you apply for this programme. This gives you full details of the rules and regulations about what you need to study and what you must achieve in order to graduate with this qualification. That includes structure, courses and requirements. These regulations should be read in conjunction with all other Statutes and Regulations of the University including the below.

Undergraduate programmes

General Regulations for Undergraduate Degrees, Undergraduate Diplomas, Undergraduate Certificates, Graduate Diplomas and Graduate Certificates.

Regulations for this programme

Applying and enrolling

Applying for the programme

Check you are ready

If you are ready to apply, have a look at our application checklist. It will help you get prepared with what you need. Please also check the entry requirements carefully before you apply.

Choose your programme and click on Apply now

You will apply for the programme using the Apply now button on this page. You’ll also choose your specialisation (major, subject or endorsement) if applicable.

Some programmes have additional requirements such as the submission of a portfolio or CV. Click on Apply now and you will be able to submit those documents as part of the application process.

Receive and accept an Admission Offer of Place

You will receive an Admission Offer of Place when you have been accepted into the programme. You need to accept this before you can enrol in your courses. International students also need to pay their fees at this point.

Enrolling in courses

You’ll then get access to your own student homepage (also known as the student portal). This is where you can enrol in courses. Any updates on your application or enrolments will also be on your student homepage. Make sure you check this regularly.

When you choose courses, ensure you check for any requirements that apply including:

  • prerequisites (courses you have to do before the one you are enrolling in)
  • corequisites (courses you have to do at the same time as the one you are enrolling in)
  • restrictions (courses that you cannot enrol in if you are completing or have completed another identified similar course)
  • location – for instance some distance-based courses still have an on-campus element, so double check that the way the course is taught is suitable for your situation.

Each of our courses has its own webpage where you can find this information. You can use our course search to find course pages.

More information on courses is in the ‘Courses for this programme’ section on this page.

You can find information on application due dates and semester dates on the key dates page.

We look forward to welcoming you to Massey!

If you have any questions, contact us through the Enquire button on this page.

What are courses and credits?

What are courses and credits?

Each Massey programme is made up of courses (in some tertiary institutions they are called ‘papers’).

You will have some compulsory courses and some you can choose from.

Each course is worth a certain amount of credits (often 15 credits, but this does vary). You must gain a set number of credits to be able to graduate from this programme.

There may also be some rules about which courses you need to pass to progress to the next year, or stage, of your study (known as progression). There are also courses you must pass to graduate with a specialisation.

  • See the ‘Courses for this programme’ section for the list of courses.
  • Courses search

Understanding course numbers

The first three digits of our course numbers show you which subject the course is about.

The second three digits show you the level and course ID number. For instance:

  • sub-degree courses are '0' (i.e. xxx.0xx)
  • undergraduate study begins at 100-level, (i.e. xxx.1xx)
  • as you progress through 200- and 300-level courses this number changes to 2 and 3 respectively. The higher the number that starts the second three digits, the higher the level of study
1 6 2 . 3   0 1
Subject area   Level   Course ID number

About electives

Electives are courses that are not compulsory. Certain guidelines are usually provided on courses you may take. Elective courses contribute to the programme, but not to your major or specialisation.

Elective courses can be chosen from any area of study that interests you, as long as it fits the timetable (if you are studying on campus) for courses for your Bachelor of Business.

If English is not your first language we also recommend you include English language electives as part of your study. See the ‘If you do not have the entry requirements’ section for more.

 

Workload and time management

Use this tool to help determine how much time you will need each week to complete your studies.

Estimate workload

Returning students

For returning students, there may be changes to the majors and minors available and the courses you need to take. Go to the section called ‘Transitional Provisions’ in the Regulations to find out more.

In some cases the programme or specialisation you enrolled in may no longer be taking new enrolments, so may not appear on these web pages. To find information on the regulations for these programmes go to the Massey University Calendar.

Please contact us through the Enquire button on this page if you have any questions.

Scholarships and awards

Scholarships related to this programme

There are a number of scholarships available for new and current students. They could relate to your situation, achievement or interest.

Find and apply for scholarships

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