Global Financial Planning with foundation year

Global financial planning is a degree that develops your understanding of personal finance, investment management, financial regulation, and the planning processes through which individuals and families manage their financial lives across different life stages and in international contexts. Financial planning as a profession is concerned with helping people make informed decisions about saving, investing, protection, taxation, pension provision, and estate planning, and doing so in a way that is genuinely in the client's interest and meets the regulatory standards that govern the advice industry. The global dimension of the degree reflects the reality that financial planning clients and the products available to them increasingly cross national boundaries.

At Coventry University, this four-year, full-time programme begins with a foundation year for students who need to build their academic skills and competencies before the main degree. The foundation year provides the broad-based preparatory education needed to study effectively at degree level, ensuring that students from a range of backgrounds are well equipped for the main programme. The degree then develops your knowledge of financial planning, investment, taxation, regulation, and international financial services, alongside the communication and client management skills that financial planning professionals need.

The programme includes a sandwich placement year, a year abroad, and work placement opportunities.

Graduates from financial planning degrees work as financial planners and independent financial advisers, in wealth management, private banking, pension consultancy, and insurance broking. Many go on to complete professional qualifications in financial planning or investment management after graduating, with the degree providing a strong foundation for the examinations involved. The combination of financial knowledge with regulatory understanding and client-facing skills is particularly valued by firms in the retail and wealth management sectors.

Postgraduate study in financial planning, finance, or business is an option for those who want to develop specialist expertise.