Bachelor of Applied Management (Personal Financial Planning).xml Bachelor of Applied Management (Personal Financial Planning)

A-Z study guide
Study personal financial planning

DegreeFull-time, 3 years | Part-time up to 10 years

Annual Fees(indicative 2019)

Programme code



$6,000 - $6,700




$19,340+ $500 text book costs



Course related costs

Advised on enrolment



Domestic Applications due

Received all year

International Applications due

Please enquire


Christchurch - Madras Street, Online*


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

If you have work experience in this area, or a relevant prior qualification, you may be eligible for credit recognition towards this qualification.

Programme structure

To complete this Degree you are required to complete 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

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.










Acceptable Alternatives Chart

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