Banking and Financial Planning

Three years full-time, four years sandwich degree with a work placement in year three, or four years extended degree full-time with reduced classroom hours and including work-based learning.

The programme aims to provide a framework for the development of key academic and professional skills in banking, finance and financial services in a manner that will provide a sound framework for those wishing to pursue further study, or to enhance employment opportunities. The degree will encapsulate the knowledge to practice as a 'financial planner'. 

The programme will also gain significant exemptions including the Chartered Insurance Institute Diploma in Regulated Financial Planning, an industry standard and a requirement to practice.

Stage one

This provides a general introduction to the principles of banking, finance and financial services, forming a sound foundation on which students can develop their studies. Specialist subjects include financial protection and financial regulation.

Stage two

Students will take specialist modules in investment, pensions and retirement planning, personal tax, financial intermediation and financial services law. These are core subjects required by students considering a career in the retail financial services sector.

Stage three

The final stage takes a wide view to financial services to include financial services marketing, international banking and advanced taxation. This is for the student to develop a wider understanding of financial environment a necessary requirement of a good manager. At the end of the degree it would be expected that you will be able to offer clients financial planning advice and manage portfolios.

• Highly vocational
• Professional exemptions
• Proven student support systems
• Optional placement

Click here for a detailed list of modules.

Typical modules include:

• Financial Protection
• Principles of banking, Financial Services, Regulation and Ethics
• Investments Principles
• Pensions and Retirement Planning
• Financial Services Law
• International Banking Enterprise Operations
• Sales and Marketing for Financial Services
• Financial Planning Practice

A variety of assessment methods are used including reports, essays, presentations, student-led seminars, workshops, e-based assessments and examinations.

The financial services industry is becoming a major requirement of the 21st century business, an integral aspect of business life in all sectors and across nations. Those with  knowledge in the field of financial services will find employment in the banks and other financial institutions including investment analysts and stockbrokers.