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Bachelor of Applied Management (Personal Financial Planning)

Key Information for Students

Entry Requirements

Minimum requirement

University Entrance. If English is not your first language, IELTS 6.0 Academic (no lower than 6.0 in any band).

Any minimum or preferred criteria for entry to this qualification.

Detailed requirements

Click here for more information on any additional entry criteria for this qualification.

Duration

The minimum amount of time it takes to complete this qualification.

Tuition Fees

Student fees

Annual: - Total Qualification:
The annual and total qualification tuition fees payable by a student to study this qualification, additional to what the government contributes. (These are averages based on recent course enrolments. Your fees may differ depending on your course selection.)

Government tuition subsidy

Annual: - Total Qualification:
The average annual and total amount paid by government towards the tuition fees for this qualification, additional to what the student pays. (These are estimates based on the fees subsidy paid by government to tertiary providers last year.)

Total

Annual: - Total Qualification:
The combined total of the annual and total amount paid by both student and government towards the tuition fees for this qualification. (These are estimates based on recent course enrolments and the fees subsidy paid by government to tertiary providers last year.)

For more information on compulsory student services fess, loans and allowances.

Student Success

Successful course completion -

The percentage of students who successfully completed courses towards this qualification last year.

National Graduates Outcomes

3 years after completion

Earnings -

(lower quartile, median, upper quartile)
The median represents the middle value for all earnings of young graduates who completed a qualification in this subject area at this level nationally. Earnings do not relate specifically to graduates who completed qualifications at this TEO. The upper and lower quartile values represent the one quarter point and three quarters point for earnings. Half of all graduates had earnings within this range.

In employment -

This percentage relates to young graduates who completed a qualification in this subject area at this level nationally and does not relate specifically to graduates who completed qualification at this TEO.

In further study -

This percentage relates to young graduates who completed a qualification in this subject area at this level nationally and does not relate specifically to graduates who completed qualification at this TEO.

Content

Learn how to help investors make good choices, navigate risk and achieve their financial goals.

This programme will equip you with the skills, knowledge and industry practices required to work as a personal financial planner with a high standard of professional proficiency and ethics.

Core subjects include accounting, business communication, commercial law, business heritage, culture and sustainability, marketing, computing, management and applied research. Compulsory courses include taxation, introduction to finance, personal financial planning, financial risk management and insurance, and advanced personal financial planning.

A broad range of elective courses will enrich your qualification in specialised areas, while a 200-hour, hands-on project within a real business environment will add to your expertise and ensure you're ready for employment as a professional personal financial planner.

Note. CFPCM is a registered certification mark and CERTIFIED FINANCIAL PLANNERCM is a common law certification mark owned outside the U.S. by Financial Planning Standards Board Ltd. Institute of Financial Advisers is the marks licensing authority for the CFP Marks in New Zealand, through agreement with FPSB.

* - The online offering is available through TANZ eCampus

Credit recognition

Credit recognition is available for this programme; if you have related skills, knowledge and/or experience, it may count towards part or even all of the qualification.

To learn more about credit recognition please see our Centre For Assessment of Prior Learning.

Programme structure

To complete this Degree you are required to complete a minimum total of 360 credits. Please browse the guide below to view the course options currently available within this qualification.

Core courses
Elective Courses

To be a full time student you need to maintain a workload of 120 credits per year. We recommend you talk with us to ensure you choose electives to benefit your future career.

Entry requirements

Academic requirements
  • NCEA Level 3 (60 credits at Level 3 and 20 credits at Level 2 or higher) which must include

    • 14 credits at Level 3 in each of three approved* subjects and
    • Literacy* - 10 credits at Level 2 or above, made up of 5 credits in reading, 5 credits in writing and
    • Numeracy* - 10 credits at Level 1 or above (specified achievement standards, or unit standards 26623, 26626, 26627)

    Note: Students who have undertaken examinations other than NCEA (eg International Baccalaureate, Cambridge examination) should contact us for requirements.

    NZQA approved subjects: see http://www.nzqa.govt.nz/qualifications-standards/awards/university-entrance/

Alternative requirements
  • Evidence of literacy, numeracy and an ability to study at the appropriate level. This can be through study, work and/or life experience. Literacy assessments are available.

Additional requirements
English requirements
  • If English is not your first language you are also required to provide evidence of your English language skills as listed below. Refer also to the Acceptable Alternatives Chart which includes credits in English-rich subjects from New Zealand educational institutions. If you have no evidence of your English language skills and are a New Zealand citizen or permanent resident, contact us for an assessment.

OVERALL IELTS REQUIREMENTS

6.0 ACADEMIC

SPEAKING

6.0

READING

6.0

WRITING

6.0

LISTENING

6.0
Acceptable Alternatives Chart
PROGRAMME CODE: CH3988
LEVEL: 7
CREDITS: 360
COMMENCES: February
APPLICATION DUE:
Domestic: Received all year
International: Please enquire
ANNUAL FEES:
Domestic: $6,000 - $6,700
International: $18,770
LOCATION: Christchurch - Madras Street, Online*
PART-TIME AVAILABILITY:
ADDITIONAL COSTS: Advised on enrolment

Next steps

To apply for this programme please:

  • Complete an Admission and Enrolment Form or an International Application Form

Alternatively, if you feel you have gained your learning through on the job experience, talk to us about recognition or assessment of prior learning.

Application documents

Career opportunities

Upon successful completion of your degree you'll be equipped to work as an advice practitioner in the areas of financial planning, insurance, investment and estate planning.

You'll possess the skills and expertise required to work as a specialist in personal financial planning within a variety of financial, insurance and legal service institutions, or as a self-managed business practitioner specialising in personal financial planning.

Study pathways

Your Bachelor of Applied Management in Personal Financial Planning provides the pathway to full membership of Institute of Financial Advisers and provides the academic pre-requisite to apply to become a CFPCM CERTIFIED FINANCIAL PLANNER CM.

Recommended school subjects

  • English
  • Mathematics
  • Computing/ICT
  • Economics