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There are no special entry requirements for the Financial Planning and Advice programme beyond those that qualify you for study at Massey University. However, competence in English is essential. If you are not confident in this subject we recommend that you undertake additional study prior to enrolling, or attend a Massey University summer programme in English.
For general entry requirements see Massey University entry requirements.
The BBus majoring in Financial Planning and Advice has a total of 360 credits
In order to widen your choice of courses, or to fit in with your other commitments, you may opt for a mix of internal and distance courses.
To qualify with a Bachelor of Business majoring in Financial Planning and Advice you will need to pass a total of 360 credits consisting of the following:
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. See main Bachelor of Business webpages for information on core courses.
Compulsory courses (105 credits):
110.380 Estate and Tax Planning
125.211 The Financial Planning Process
125.220 Financial Institutions and Markets
125.241 Introduction to Investments
125.310 Financial Advice Implementation
125.312 Applied Personal Financial Management
125.351 Personal Risk Management
At least 15 credits selected from:
115.388 Internship in Business (30 credits) (maximum 15 credits towards major)
115.389 Business Internship
125.340 Investment Analysis
125.364 Bank Financial Management
127.245 Introduction to Property Finance and Investment
127.378 Property Economics
Students who wish to meet the education requirements for becoming a professional Certified Financial Planner must take the seven compulsory courses and 125.340.
Elective courses can be chosen from any area of study that interests you, as long as it fits with the timetabling for the courses you need to take to complete your Bachelor of Business.
For this Financial and 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.
If English is not your first language and you would like to increase your confidence in academic English we recommend you incorporate one or both of these programmes as electives:
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