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Undergraduate Course

Financial and Investment Management BSc (Hons)

Become an expert in the world of finance and investment.

Students working in group in computer room

Develop an in-depth knowledge of all things finance on this professionally accredited course. Gain practical application and skills relevant for working in the industry, and graduate with extensive knowledge of financial and investment principles.

93% of York Business School students felt that their lecturers were good at explaining things. (National Student Survey 2020)

92% of York Business School students felt that their course provided opportunities to bring information and ideas together from different topics. (National Student Survey 2020)

  • Chartered Institute for Securities and investment logo

York campus

  • UCAS Code – N114 (N124 with placement year)
  • Duration – 3 years full time, 4 years full time with placement
  • Start date – September 2021
  • School – York Business School

Minimum Entry Requirements

    96 UCAS Tariff points

    3 GCSEs at grade C/4 (or equivalent) including English Language.

Tuition Fees

    UK and EU 2021 entry £9,250 per year full time

    International 2021 entry £12,750 per year full time

Discover why York St John is The One

Course overview

This course will provide you with a firm understanding of how finance, financial markets and investment analysis interact. You will focus on both theory and practical application, developing a solid understanding of key areas such as:

  • Corporate finance
  • Quantitative analysis
  • Investment portfolio management
  • Economics
  • Regulation and ethics.

You will learn how to apply these theories and concepts in financial markets. With a clear focus on your employability, you will have the opportunity to gain additional globally recognised qualification, including:

  • Level 3 Certificate in Introduction to Investment accredited by the Chartered Institute for Securities and Investment (CISI)
  • Investment Foundation program accredited by the Chartered Financial Analysts (CFA)
  • A qualification from Bloomberg.

There will also be opportunities to engage with practising industry professionals, such as financial advisors and entrepreneurs. You will take part in work-related experiences and internships to gain experience of working in the industry. Through an exciting programme of guest speakers and training consultants from the likes of the Bank of England and the London stock Exchange, you will further enhance your knowledge and skills.

As with all of our Business courses, you have the option to go on a placement year between years 2 and 3 of your degree. You can also choose to study abroad for a semester at one of our partner universities.

As a Business School we are passionate about social responsibility and sustainability. These values and this commitment will be embedded throughout this course. We are a Principles of Responsible Management Education (PRME) signatory for the United Nations. Our mission is to develop your potential so that you can make a difference in society.

Course structure

Year 1

Our academic year is split into 2 semesters.

In your first year, you will study:

  • 3 compulsory modules in semester 1
  • 3 compulsory modules in semester 2.

You can find out which modules are available in each semester on the Course Specifications.

Modules

Credits: 20

Compulsory module

On this module you will examine the nature of business enterprise and its relationship with wider society, focusing on what it means to be a responsible business. In the ongoing debate about what a business behaving responsibly really means, we will explore ideas including:

  • Stakeholder theory
  • The triple bottom line
  • Corporate social responsibility
  • Business ethics
  • The role of the state.

Credits: 20

Compulsory module

On this module you will learn the basic principles of microeconomics and macroeconomics. You will develop an understanding of economic principles and techniques and learn how to apply them in business contexts. You will also investigate the different issues related to macroeconomic theories and gain insight into the impact of the macroeconomic environment on business decisions.

Credits: 20

Compulsory module

Understanding personal finances is a key skill for a career in the financial industry. On this module you will gain insight into the concept of direct and indirect taxes and how they apply to individuals, for example, inheritance tax and corporation tax. We will also help you understand secured and unsecured borrowing, credit cards and bank loans. You will gain a detailed understanding of personal finance products such as insurance, pensions, mortgages, savings, trust. This module is essential for obtaining The Chartered Institute for Securities & Investment (CISI) qualification.

Credits: 20

Compulsory module

On this module we will introduce you to essential quantitative methods for modelling and analysing financial data. You will investigate statistics and probability concepts, and then use these theories to analyse practical situations. This module feeds into the year 2 module Applied Econometrics.

Credits: 20

Compulsory module

This module is an introduction to the essential concepts of finance and capital markets. You will learn how to describe the role of financial intermediaries within the economy and the functions they perform. You will gain the skills needed to understand and apply discounting techniques in different types of valuation models. You will create your own investment portfolio and compete in live trading using the London Stock Exchange platform. This module is essential for obtaining The Chartered Institute for Securities & Investment (CISI) qualification.

Credits: 20

Compulsory module

This module explores the fundamental concepts and techniques of macroeconomic analysis. You will gain an understanding of quantitative techniques and modern macroeconomics. You will learn how decisions of the central bank and government affect inflation, consumption, economic growth and unemployment. You will also investigate contemporary economic events. This module is essential for obtaining The Chartered Institute for Securities & Investment (CISI) qualification.

Year 2

In your second year you will study:

  • 3 compulsory modules in semester 1
  • 2 compulsory modules and 1 optional modules in semester 2.

You can find out which modules are available in each semester on the Course Specifications.

Optional modules will run if they receive enough interest. It is not guaranteed that all modules will run every year.

Modules

Credits: 20

Compulsory module

On this module you will learn to analyse the theoretical and practical aspects of international financial markets. You will also learn about the development and current state of the international monetary system. We will investigate theories of exchange rate determination in relation to historical and current events. You will go on to use these theories and address issues around the development of international financial crises in order to further understand the impact they have on the wider economy.

Credits: 20

Compulsory module

On this module you will learn about the financial environment. You will look at key sources of information for decision makers and their needs. You will gain an understanding of the statements in published financial accounts and learn how to analyse and interpret the information presented.  You will also look at the information for financial decision makers inside organisations. This will include budgetary control, short term and long-term decision making.

Credits: 20

Compulsory module

This module will give you the ability to discuss and apply econometric techniques using real data. You will focus on which econometric methods to use in different circumstances and how to interpret and evaluate the results. You will learn about regression techniques, using econometric software, to estimate econometric models and also methods for finding and overcoming estimation problems.

Credits: 20

Compulsory module

Organisations frequently require both an understanding of how and why data is acquired, and an ability to collect, analyse and interpret it. This module considers the use of quantitative and qualitative research methods, and allows you to develop skills in the collection, analysis and reporting of relevant data. You will develop your project planning and management skills as a way to manage the research process.

Credits: 20

Optional module

Enhance your future employability by experiencing the workplace. We have designed this module to help you develop your skills, knowledge and understanding in different areas related to your career. You will engage with issues such as:

  • Career decision making
  • The recruitment cycle
  • Applying for jobs
  • Interviewing.

As part of this module you will embark on a work placement or business project in a group, or individually.

Credits: 20

Optional module

This module aims to develop you into a confident, enterprising and creative graduate who will be able to cope with the ever changing business environment, recognise opportunities and to take responsible and measured risks. This is a very practical module. Starting with an initial idea, you will explore and assess a business opportunity and present a feasible business concept. Working alone or in groups, you will develop skills in collecting, analysing and organising ideas and information.

Credits: 20

Compulsory module

On this module you will focus on the regulation of the financial services industry. You will learn to assess the impact of consumer and ethical issues in practice within the industry. You will also gain a solid understanding of the main areas of financial advice, such as budgeting, protection, borrowing, investment and savings. We will give you an overview of important aspects of the legal and regulatory system, such as ethical principles and financial advice. This module is essential for obtaining The Chartered Institute for Securities & Investment (CISI) qualification.

Year 3

In your third year you will study:

  • A compulsory dissertation module across semesters 1 and 2
  • 1 compulsory module and 1 optional module in semester 1
  • 2 compulsory modules in semester 2.

You can find out which modules are available in each semester on the Course Specifications.

Optional modules will run if they receive enough interest. It is not guaranteed that all modules will run every year.

Optional Placement Year

As with all of our Business courses, you have the option to go on a placement year between years 2 and 3 of your degree. If you choose not to do a full year, you can do a shorter placement module in Year 2. You can also choose to study abroad for a semester at one of our partner universities.

Modules

Credits: 40

Compulsory module

This module is your chance to plan and conduct a piece of independent research. You will be able to choose from the following projects:

  • Traditional dissertation: Plan and conduct a piece of independent research. Present your findings in a writing.
  • Business Research Project: Complete a small scale piece of individual research work.
  • Consultancy Project: Work with industry professionals and investigate a business project and produce a research based report.
  • Business creation project: Develop a full business proposal and plan. Use primary and secondary research to support your work.

Credits: 20

Compulsory module

On this module you will learn about different financial instruments, such as investment and hedge funds, private equity and alternative investments. You will develop the ability to analyse and combine them into an efficient investment portfolio. We will teach you to analyse financial data, measure the risk and return of investment and conduct research to provide investment advice. All areas of study on this module are underpinned by relevant regulations and ethical principles. In addition, you will master skills in areas such as dealing with a client, professionalism and ethical practice.

Credits: 20

Optional module

Prospective managers working in an international context require a clear understanding of key aspects of the contemporary economy.  On this module you will investigate business economics topics that address relevant contemporary issues, for example, the economics of large data-driven tech companies. 

While this module deals with difficult conceptual issues, we will explain these to you and illustrate what is meant with examples and news reports.

Credits: 20

Optional module

On this module you will gain an understanding of the activities of multinational corporations (MNCs) in emerging economies. You will investigate the differences and realities MNCs face in emerging markets. We will consider how corporations can improve their chances of being successful in these economies and how multinationals in the world economy are no longer dominated by MNCs from the developed world. This includes assessing how companies based in emerging economies differ from those based in developed economies and how they have conquered leading positions in many industries.

Credits: 20

Compulsory module

On this module you will develop your understanding of the current financial and corporate reporting environment. The primary focus will be on the United Kingdom, but references will be made to the international perspective of corporate reporting. You will learn how companies communicate with their stakeholders, including how they report on performance and strategy. You will also look at some of the issues that affect UK corporate reporting including:

  • How it is regulated
  • How helpful the current system is to stakeholders
  • Projects that are trying to improve the quality
  • Usefulness of corporate reports.

Credits: 20

Compulsory module

An important aspect of financial management is the management of risk. This module examines the various types of risk faced by individuals and businesses, in order to develop risk management techniques appropriate to different situations. We will introduce you to the economic principles underlying the insurance industry. You will explore the idea that risk and uncertainty are very different ideas and you will examine issues that reduce the insurability of risk.

Teaching and assessment

Teaching and learning

All of your modules will be delivered using a variety of different teaching sessions. This includes:

  • Lectures
  • Seminars
  • Guest speakers
  • Workshops
  • Events.

Each module has 3.5 hours of contact time a week. This consists of a 1.5 hour lecture and a 2 hour seminar. 1 to 1 time can be booked through our tutorial booker system.

You will also have regular individual tutorial sessions with your academic tutors to support your learning. You will also have opportunities to gain work experience through modules which take your learning beyond the classroom and into the city.

Our teaching draws on both our research and professional experience. This means your learning is informed by the most current thinking in the subject area. You can find out more about our research and backgrounds by visiting our staff pages.

Assessment

We use a wide variety of assessment types, which help you to develop skills relevant to the workplace. This includes:

  • Written assignments
  • Individual and group presentations
  • Exams
  • Practical activities.

You will receive feedback on your work throughout each module. This will help you to improve your work for your graded assessments. We will advise you on developing your skills, useful areas for research and how to extend your business knowledge further.

Professional skills

We encourage you to extend your learning through Continuing Professional Development as you study. Our Success Lab provides extra events, short courses and opportunities to help you make the most of your degree. The academic and professional skills you develop through this will help to boost your employability when you graduate.

Career outcomes

Your future with a degree in Financial and Investment Management

This course will prepare you for a career in a finance profession. You will develop numerical skills as well as an ability to analyse and problem solve. The knowledge you gain of global business organisations and issues will open up a range of career options beyond finance roles.

This degree could be the first step toward your career as a:

  • Chartered accountant
  • Data analyst
  • Economist
  • Management consultant
  • Mortgage adviser
  • Stockbroker.

Discover more career options on Prospects careers advice pages.

You could also progress onto a postgraduate degree and take your learning even further.

Postgraduate courses

Whatever your ambitions, we can help you get there.

Our careers service, LaunchPad provides career support tailored to your ambitions. Through this service you can access:

  • Employer events
  • LinkedIn, CV and cover letter sessions
  • Workshops on application writing and interview skills
  • Work experience and volunteering opportunities
  • Personalised career advice.

This support doesn't end when you graduate. You can access our expert career advice for the rest of your life. We will help you gain experience and confidence to succeed. It's your career, your way.

Entry requirements

Qualifications

Minimum Entry Requirements

    96 UCAS Tariff points

    3 GCSEs at grade C/4 (or equivalent) including English Language.

Calculate your UCAS Tariff points

International Students

If you are an international student you will need to show that your qualifications match our entry requirements.

Information about international qualifications and entry requirements can be found on our International pages.

If English is not your first language you will need to show that you have English Language competence at IELTS level 6.0 (with no skill below 5.5) or equivalent.

International entry requirements

This course is available with foundation year

If you do not yet meet the minimum requirements for entry straight onto this degree course, or feel you are not quite ready for the transition to Higher Education, this is a great option for you. Passing a foundation year guarantees you a place on this degree course the following academic year.

Business foundation year

Mature Learners Entry Scheme

If you have been out of education for 3 years or more and have a grade C GCSE in English Language or equivalent, you are eligible for our entry scheme for mature learners. It's a scheme that recognises non-traditional entry qualifications and experience for entry onto this course. Information on how to apply can be found on our dedicated page.

Mature entry offer scheme

Advanced Entry

Considering transferring to join us in year 2 or 3 of our Business Courses? Please see our Advanced Entry page for information on the courses available and how to apply.

Terms and conditions

Our terms and conditions, policies and procedures contain important information about studying at York St John University. You can read them on our Admissions page.

Fees and Funding

To study for an undergraduate degree with us, you will need to pay tuition fees for your course. How much you pay depends on whether you live inside the UK or EU, or internationally (outside the UK/EU). Tuition fees may be subject to inflation in future years.

UK and EU 2021 entry

The tuition fee for 2021 entry onto this course is

  • £9,250 per year for full time study
  • £6,935 per year for the first 4 years if you study part time.

These prices apply to all UK/EU, Jersey, Guernsey and Isle of Man students.

You can find out more about funding your degree by visiting our funding opportunities page.

Funding Opportunities

Placement year funding

If you choose to take a placement year, and your course offers it, you can apply for the Tuition Fee and Maintenance Loan for your placement year. How much you are awarded is based on the type of placement being undertaken and whether it is a paid or unpaid placement. The tuition fee for your placement year will be reduced.

Tuition Fees

    UK and EU 2021 entry £9,250 per year full time

    International 2021 entry £12,750 per year full time

International 2021 entry

The tuition fee for 2021 entry to this course is £12,750 per year for full time study.

This price applies to all students living outside the UK/EU.

Due to immigration laws, if you are an international student on a Student Visa, you must study full time. For more information about visa requirements and short-term study visas, please visit the International Visa and Immigration pages.

Find out more about funding your degree.

International Fees and Funding

Additional costs and financial support

There may also be some additional costs to take into account throughout your studies, including the cost of accommodation.

Course-related costs

While studying for your degree, there may be additional costs related to your course. This may include purchasing personal equipment and stationery, books and optional field trips.

Study Abroad

For more information on tuition fee reductions and additional costs for studying abroad, please visit our study abroad pages.

Accommodation and living costs

For detailed information on accommodation and living costs, visit our Accommodation pages.

Financial help and support

Our Funding Advice team are here to help you with your finances throughout your degree. They offer a personal service that can help you with funding your studies and budgeting for living expenses. 

All undergraduates receive financial support through the York St John Aspire card. Find out more about the Aspire scheme and how it can be used to help you purchase equipment you need for your course. 

ASPIRE CARD

Course highlights

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