Global Financial Planning

Financial planning is a professional service concerned with helping individuals and families organise their financial affairs to achieve long-term goals: retirement, property purchase, education funding, wealth protection and estate planning. It sits alongside accounting and financial advice but has its own distinct professional identity and regulatory framework, requiring practitioners who combine technical knowledge of financial products, tax and investment with strong interpersonal skills and a genuine commitment to their clients' interests. The global dimension of this degree reflects the increasingly international mobility of financial planning clients and practitioners.

At Coventry University, this three-year programme prepares you for careers as a financial planner, developing the technical and professional skills the role requires. You will study personal finance, investment theory, taxation, pensions and retirement planning, protection and insurance, estate planning and the regulatory environment that governs financial services in the UK and internationally. The degree includes a sandwich year, a year abroad and work placement opportunities, giving you structured professional experience and international exposure alongside your academic study.

The combination of technical knowledge and practical experience is particularly important in a profession where client relationships and professional judgement are central to effective practice.

The degree is designed to prepare graduates for professional qualifications in financial planning, and the academic content is aligned with the knowledge requirements of the chartered and certified financial planning routes available through professional bodies.

Graduates go on to work as financial planners and advisers, working with individual clients, in wealth management firms, insurance companies, banks and independent financial advice practices. The global focus of the programme opens opportunities in international financial centres and with clients who have multinational financial affairs. Further study for professional qualifications and chartered status is the typical route to career advancement in the profession.