Why Study Financial Planning and Advice at Massey

• Learn how to help individuals make smart financial decisions (investments, insurance, mortgages)
• Develop strong analytical, numeracy, and decision-making skills
• Study real-world financial planning processes and tools
• Access state-of-the-art Trading Room for hands-on experience
• Pathway to becoming a Certified Financial Planner (CFP)

 

Programme Structure / Subjects

The degree consists of Core Business + Major + Electives:

Core Business Courses

• Accounting
• Economics
• Business communication
• Statistics & analytics
• Ethics & sustainability

 

Financial Planning & Advice Major Courses

Core Topics

• The Financial Planning Process
• Financial Institutions and Markets
• Introduction to Investments
• Personal Financial Management
• Financial Advice Implementation

 

Advanced Topics

• Estate and Tax Planning
• Personal Risk Management (insurance)
• Investment Analysis
• Property Finance & Banking

 

Practical Learning

• Internship opportunities
• Real-world financial planning projects
• Exposure to investment decision-making tools

 

Disciplines / Specialisations

• Major: Financial Planning and Advice
• Optional minor (60 credits) in:
  • Finance
  • Accounting
  • Economics
  • Business Analytics

 

Highlights of the Programme

• Industry-relevant financial planning skills
• Hands-on learning via Trading Room & real investment tools
• Meets education requirements for Certified Financial Planner (CFP)
• Strong global career opportunities
• Growing demand for financial advisers worldwide

 

Career Outcomes

Graduates can work as:

• Financial Planner
• Financial Adviser
• Wealth Manager
• Insurance Adviser
• Mortgage Adviser

 

Latest Updates / Special Requirements

• Total 360 credits required
• Must complete:
  • Core business courses
  • Major courses (including capstone project)
• Important:
  • Degree alone does not fully meet NZ licensing requirements
  • Must also complete Certificate in Financial Advice for licensing
• Internship courses available (competitive entry)

 

Final Summary

The Financial Planning and Advice – Bachelor of Business at Massey University is ideal if you:

• Enjoy finance + working with people
• Want a career in wealth management, financial advising, or investment planning
• Aim for professional certification like CFP