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Study financial planning abroad

An in-depth guide to studying financial planning as an international student.

Explore financial planning programs abroad

See other programs in financial planning

Financial planning degrees abroad

Programs in financial planning teach students how to successfully manage the financial resources of clients. It involves developing and implementing strategies to meet a client’s financial goals.

You’ll study the basic principles of finance and investment closely before building a more specific understanding of insurance, taxation, retirement, risk management, and estate planning. As you practice developing personal financial plans for real-life case studies, you’ll sharpen the quantitative, managerial, and analytical skills so desired by employers.

Since every individual, family, organization, and business around the globe must manage its finances, financial planning is an excellent subject to study abroad. You’ll grow professionally as you learn about international financial practices and global markets.

Financial planning program structure

BSc programs in financial planning take at least three years of full-time study, but many universities offer four-year courses including a 12-month industry placement. Sandwich years are a great way to put your first two years of learning into practice and build a professional network.

If you select the US as your study abroad destination, remember that your undergraduate degree will follow the four-year liberal arts model. You’ll take a mixture of liberal arts classes for the first half of your degree, before declaring a major in financial planning at the end of your second year.

MSc programs are available for students looking to dig a little deeper into the field and gain more specialist knowledge. Master’s programs can be studied full-time over one year or part-time over two years. Following your MSc, you can enroll in a research-based PhD program which normally lasts between three and six years.

You’ll mainly be taught through a mixture of lectures, seminars, workshops, and tutorials. Assessment methods vary from module to module, but exams, essays, reports, and financial plans usually feature.

What’s covered as part of your degree will depend on the university you choose and your level of study. However, here’s an idea of core modules that are common to most financial planning programs:

  • Mathematical skills for financial planning
  • Financial regulation and ethics
  • Taxation theory and practice
  • Pensions and retirement planning
  • Tax, estate, and trust planning
  • Fundamentals of banking
  • Principles of investment and risk
  • Financial market analysis

Alternative finance degrees

How to study financial planning abroad

  1. Universities & programs

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  3. Visa & embassy guidance

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  4. Enrollment & travel advice

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Financial planning study abroad programs

Financial planning undergraduate programs

Bachelor's in financial planning

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    Financial Planning - BBus RMIT University, Australia

    Program type
    Bachelor's
    Duration
    3 years
    Tuition fees per year
    34,560 AUD
    Start date
    February, July
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    Personal Financial Planning - BSBA Central Michigan University, USA

    Program type
    Bachelor's
    Duration
    4 years
    Tuition fees per year
    18,936 USD
    Start date
    May, August
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    Accounting and Financial Information Systems (Extended) - BA (Hons) University of Greenwich, UK

    Program type
    Bachelor's
    Duration
    4 years
    Tuition fees per year
    14,000 GBP
    Start date
    September
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    Finance - Financial Planning - BBA University of Wisconsin-Whitewater, USA

    Program type
    Bachelor's
    Duration
    4 years
    Tuition fees per year
    16,800 USD
    Start date
    January, September
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    Business Administration: Personal Financial Planning Specialization - BSBA Central Washington University, USA

    Program type
    Bachelor's
    Duration
    4 years
    Tuition fees per year
    22,551 USD
    Start date
    September, January
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Financial planning graduate programs

Master's in financial planning

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    Commerce (12 subjects) with Financial Planning - MComm Charles Sturt University, Melbourne, Australia

    Program type
    Master's
    Duration
    18 months
    Tuition fees per year
    31,936 AUD
    Start date
    March, July, November
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Certificate in financial planning

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    Financial Planning - GradCert Eastern New Mexico University, USA | Online

    Program type
    Postgraduate certificate
    Duration
    1 year
    Tuition fees per year
    7,314 USD
    Start date
    January, August
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    Financial Planning - PGCert Humber College Institute of Technology and Advanced Learning, Canada

    Program type
    Postgraduate certificate
    Duration
    1 year
    Tuition fees per year
    16,532 CAD
    Start date
    September
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    Financial Planning - PGCert Centennial College, Canada

    Program type
    Postgraduate certificate
    Duration
    1 year
    Tuition fees per year
    16,531 CAD
    Start date
    January, July, September
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Future financial planning careers

A degree in financial planning can pave the way to success across a range of sectors, including banking, business, insurance, and accounting.

Employers will be keen to snap up your numerical, analytical, and problem-solving skills, providing you with several exciting career opportunities. Here are some of the fast-paced and lucrative roles available to graduates:

  • Financial planner
  • Chief financial officer
  • Financial advisor
  • Financial analyst
  • Financial consultant
  • Investment analyst
  • Stockbroker
  • Risk analyst

Although earning a degree already boosts your employability, participating in work experience will give you an even better chance of landing your dream job. Speak to your university’s career office about internship opportunities at local banks, wealth management companies, brokerage firms, or any other relevant organizations.