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Specialise in Financial Planning and Advice for your Bachelor of Business at Massey

The skills taught in the Bachelor of Business (Financial Planning and Advice) will help those who wish to develop knowledge relevant to this important and growing sector. The qualification can be configured to assist you if you are either wanting to become a financial planner, or those already in the industry that are looking to gain further certification. Please note that this qualification does not satisfy the educational requisite established by the Financial Markets Authority under the current Code of Professional Conduct for Financial Advice Services. A student seeking to be licenced as a financial adviser in New Zealand should consider taking the Certificate in Financial Advice which does grant such status. It will be possible to cross credit some of the credits from the certificate back into the bachelor’s degree as part of the elective schedule.

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, personal 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.

Further study

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

A Bachelor of Business in Financial Planning and Advice is 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 with Financial Advice New Zealand.