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Bachelor of Business (Financial Planning and Advice)

Key facts

  • Available at Auckland
  • Available via Distance Learning
  • Available for international students studying in NZ

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Details you need to know about the structure, courses and requirements for this programme.

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Entry requirements

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.

Bachelor of Business (Financial Planning and Advice) structure

The BBus majoring in Financial Planning and Advice has a total of 360 credits

  • Core business courses totalling 120 credits
  • Financial Advice and Planning major courses totalling 120 credits
  • Elective courses totalling 120 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 business courses

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.

Financial Planning and Advice major 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:

110.289 Taxation
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

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.

English language electives

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:

  • 192.101 English for Academic Purposes for Speakers of Other Languages
  • 192.102 Academic Writing in English for Speakers of Other Languages

Minor Requirements

A minor consists of 60 credits in Financial Planning and Advice; including 125.211, 125.220, 125.241; and either 125.312 or 125.351.

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