FinanceSubject regulations
Finance is about making better investment decisions with money, shares and other assets to generate wealth, and helping organisations add value for their shareholders. You'll develop a broad understanding of how the world's financial markets operate, and gain the analytical skills required for a well-paid career in the financial/business sectors anywhere in the world.
Finance is available as a first major for the Bachelor of Business (BBus) and Bachelor of Management Studies with Honours (BMS(Hons))[1]. Finance may also be included as a second major or minor in other undergraduate degrees, subject to the approval of the Division in which the student is enrolled.
To complete Finance as a single major for the BBus, students must gain 135 points from papers listed for Finance, including 105 points above 100 level, and 60 points above 200 level. Students must complete FINAN101, MATHS168, FINAN200, FINAN202, FINAN204, FINAN302, FINAN305, and 15 points from FINAN303, FINAN304 or FINAN306 and one of WSAFE396 or WSAFE399.
To complete Finance as part of a double major for the BBus, or other undergraduate degree, students must gain 120 points from papers listed for Finance, including 90 points above 100 level, and 45 points above 200 level. Students must complete FINAN101, MATHS168, FINAN200, FINAN202, FINAN204, FINAN302, FINAN305, and 15 points from FINAN303, FINAN304 or FINAN306.
To complete a minor in Finance, students must complete 60 points from the papers listed for the Finance major, including at least 30 points above 100 level. Students must complete FINAN101.
NOTES:
[1] There will be no new enrolments into the BMS(Hons) from 2024. Students who commenced a BMS(Hons) in 2023 or prior should contact the Waikato Management School for programme advice.
Students that have a total of 14 credits at NCEA Level 3 in Mathematics, Statistics or Calculus can replace MATHS168 with one of ACCTN101, ECONS101, MGSYS101, MRKTG101 or STMGT101.
Students are encouraged to contact the Waikato Management School for programme advice.
Other qualifications
Prescriptions for:
Finance papers
Code and paper title | Points | |
---|---|---|
FINAN101Introduction to Finance This paper introduces the three core areas of finance - financial management, investments, and capital markets and institutions. The paper also... | 15 | 25A (Hamilton) & 25A (Hamilton Waikato College) & 25B (Hamilton) & 25B (Hamilton Waikato College) & 25B (Tauranga) & 25H (Hamilton) & 25VB (National Economics University, Vietnam) & 25X (Hangzhou City University, Hangzhou China) |
MATHS168Preparatory Mathematics This paper covers basic algebraic concepts, along with an introduction to statistics and calculus. It is intended for those who wish to improve their... | 15 | 25A (Hamilton) & 25B (Hamilton) & 25JS (Hamilton) |
Code and paper title | Points | |
---|---|---|
FINAN200Financial Management 1 This paper deals with the principles and practice of financial management. It examines corporate capital budgeting, capital structure theory... | 15 | 25A (Hamilton) & 25A (Tauranga) & 25B (Hamilton) & 25X (Hangzhou City University, Hangzhou China) |
FINAN202Investments 1 This paper deals with the principles and practice of investment analysis. Building upon the concepts of risk-return trade-offs and the efficient... | 15 | 25A (Hamilton) & 25B (Hamilton) & 25B (Tauranga) & 25X (Hangzhou City University, Hangzhou China) |
FINAN204Entrepreneurial Finance This paper investigates the key issues relating to small business finance, especially in New Zealand. Empirical evidence, theoretical models and... | 15 | 25A (Hamilton) & 25A (Tauranga) & 25X (Hangzhou City University, Hangzhou China) |
Code and paper title | Points | |
---|---|---|
FINAN302Investments 2 This paper extends student competency in the valuation of fixed income securities, equities and alternative investments, portfolio performance... | 15 | 25A (Hamilton) & 25A (Tauranga) & 25B (Hamilton) & 25X (Hangzhou City University, Hangzhou China) |
FINAN303Computer Modelling in Finance This paper introduces the use of spreadsheets and programming in building appropriate and credible financial models useful for analysts and managers... | 15 | 25A (Hamilton) & 25A (Tauranga) & 25G (Hamilton) & 25X (Hangzhou City University, Hangzhou China) |
FINAN304Financial Risk Management This paper develops student understanding of risk markets and how financial institutions and firms manage risk exposure, including interest rate... | 15 | 25B (Hamilton) & 25B (Tauranga) & 25H (Online) & 25X (Hangzhou City University, Hangzhou China) |
FINAN305Financial Management 2 As a second paper in financial management, this paper further examines a firm's capital structure policy, dividend and pay-out policy, short-term... | 15 | 25A (Hamilton) & 25B (Hamilton) & 25B (Tauranga) & 25X (Hangzhou City University, Hangzhou China) |
FINAN306Capital Markets and Financial Institutions This paper provides students with an introduction to Australasian financial markets and an evaluation of the institutions, instruments and... | 15 | 25B (Hamilton) & 25B (Tauranga) & 25X (Hangzhou City University, Hangzhou China) |
FINAN399Applied Project in Finance This paper offers students the opportunity to complete a directed investigation of an approved topic relevant to an organisation or industry and in... | 15 | 25X (Online) & 25X (Hangzhou City University, Hangzhou China) |
WSAFE396Management Internship The Management Internship provides students with the opportunity to apply their management discipline-based knowledge to an authentic project within... | 15 | 25A (Hamilton) & 25A (Tauranga) & 25B (Hamilton) & 25B (Tauranga) & 25C (Hamilton) & 25C (Tauranga) & 25X (Hangzhou City University, Hangzhou China) |
WSAFE399Report of an Investigation This paper offers students the opportunity to complete a directed investigation of an approved topic relevant to an organisation or industry and in... | 15 | 25A (Hamilton) & 25A (Tauranga) & 25B (Hamilton) & 25B (Tauranga) & 25C (Hamilton) & 25C (Tauranga) |
Code and paper title | Points | |
---|---|---|
ACCTP570Accounting Systems and Processes This paper covers the form and function of financial statements and how financial transactions are recorded through the understanding of accounting... | 15 | 25A (Hamilton) & 25H (Hamilton) |
ECONS503Applied Quantitative Methods This paper provides the basic applied econometrics skills needed by students pursuing careers as professional economists, as policy analysts, and in... | 15 | 25A (Hamilton) |
ECONS528Econometric Topics: Macroeconomics and Finance This paper provides students with theoretical and practical skills in econometrics that should enable them to carry out a wide range of applied... | 15 | 25A (Hamilton) |
ECONS543Applied Econometrics A postgraduate paper in econometrics for students who have not included an advanced paper in econometrics in their undergraduate degree. | 15 | 25B (Hamilton) |
FINAN500Financial Management and Institutions This paper provides students with a deep understanding of banking and financial services sector, focusing on their role in the functioning and... | 15 | 25A (Hamilton) |
FINAN506Corporate Finance This paper is designed to prepare students to develop the leadership skills necessary for making optimal corporate financial decisions. | 15 | 25B (Hamilton) |
FINAN508Investments and Financial Markets This paper provides an introduction to the structure and functioning of equity, bond markets, and derivative markets. | 15 | 25B (Hamilton) |
FINAN509Financial Modelling This paper develops student skills in the effective use of spreadsheets and programming in building appropriate and credible financial models useful... | 15 | 25B (Hamilton) |
FINAN511Advanced Corporate Finance This paper presents advanced corporate finance theory pertaining to the cost of capital, capital structures, dividend policies, leasing, IPOs, and... | 30 | 25B (Hamilton) |
FINAN512Investments and Portfolios This paper presents advanced portfolio theory and develops student competency in portfolio analysis. Students are required to complete an empirical... | 30 | 25A (Hamilton) |
FINAN515International Finance This paper develops student understanding of foreign exchange markets within the international financial/monetary system, and examines the role... | 15 | 25H (Hamilton) |
FINAN518Financial Risk Management This advanced paper utilising the latest research pertaining to financial risk develops student skills in managing financial risk exposure, including... | 15 | 25G (Hamilton) |
FINAN520Financial Econometrics This paper equips students with advanced tools for the analysis of financial data, including the return forecasting, volatility and econometrics of... | 15 | 25G (Hamilton) |
FINAN521Finance Project This paper provides students with an opportunity to demonstrate knowledge learnt in this programme by completing a research project and writing a... | 15 | 25H (Hamilton) |
FINAN590Directed Study Students have the opportunity to pursue a topic of their own interest under the guidance of academic staff. | 30 | 25X (Hamilton) |
FINAN591Finance Dissertation A report on the findings of a theoretical or empirical investigation. | 30 | 25X (Hamilton) |
FINAN592Finance Dissertation A report on the findings of a theoretical or empirical investigation. | 60 | 25X (Hamilton) |
FINAN593Finance Thesis An externally examined piece of written work that reports on the findings of supervised research. | 90 | 25X (Hamilton) |
FINAN594Finance Thesis An externally examined piece of written work that reports on the findings of supervised research. | 120 | 25X (Hamilton) |
MNGMT582Research Methods in Management Studies for Economics and Finance This paper introduces students to research paradigms commonly used in research in economics and finance. It develops skills in the critical... | 15 | 25A (Hamilton) |
Code and paper title | Points | |
---|---|---|
FINAN800Finance MPhil Thesis | 120 | 25X (Hamilton) |
Code and paper title | Points | |
---|---|---|
FINAN900Finance PhD Thesis | 120 | 25I (Hamilton) & 25J (Hamilton) & 25K (Hamilton) & 25X (Hamilton) |
- FINAN101Introduction to Finance
This paper introduces the three core areas of finance - financial management, investments, and capital markets and institutions. The paper also...
Points1525A (Hamilton) & 25A (Hamilton Waikato College) & 25B (Hamilton) & 25B (Hamilton Waikato College) & 25B (Tauranga) & 25H (Hamilton) & 25VB (National Economics University, Vietnam) & 25X (Hangzhou City University, Hangzhou China)MATHS168Preparatory MathematicsThis paper covers basic algebraic concepts, along with an introduction to statistics and calculus. It is intended for those who wish to improve their...
Points1525A (Hamilton) & 25B (Hamilton) & 25JS (Hamilton) - FINAN200Financial Management 1
This paper deals with the principles and practice of financial management. It examines corporate capital budgeting, capital structure theory...
Points1525A (Hamilton) & 25A (Tauranga) & 25B (Hamilton) & 25X (Hangzhou City University, Hangzhou China)FINAN202Investments 1This paper deals with the principles and practice of investment analysis. Building upon the concepts of risk-return trade-offs and the efficient...
Points1525A (Hamilton) & 25B (Hamilton) & 25B (Tauranga) & 25X (Hangzhou City University, Hangzhou China)FINAN204Entrepreneurial FinanceThis paper investigates the key issues relating to small business finance, especially in New Zealand. Empirical evidence, theoretical models and...
Points1525A (Hamilton) & 25A (Tauranga) & 25X (Hangzhou City University, Hangzhou China) - FINAN302Investments 2
This paper extends student competency in the valuation of fixed income securities, equities and alternative investments, portfolio performance...
Points1525A (Hamilton) & 25A (Tauranga) & 25B (Hamilton) & 25X (Hangzhou City University, Hangzhou China)FINAN303Computer Modelling in FinanceThis paper introduces the use of spreadsheets and programming in building appropriate and credible financial models useful for analysts and managers...
Points1525A (Hamilton) & 25A (Tauranga) & 25G (Hamilton) & 25X (Hangzhou City University, Hangzhou China)FINAN304Financial Risk ManagementThis paper develops student understanding of risk markets and how financial institutions and firms manage risk exposure, including interest rate...
Points1525B (Hamilton) & 25B (Tauranga) & 25H (Online) & 25X (Hangzhou City University, Hangzhou China)FINAN305Financial Management 2As a second paper in financial management, this paper further examines a firm's capital structure policy, dividend and pay-out policy, short-term...
Points1525A (Hamilton) & 25B (Hamilton) & 25B (Tauranga) & 25X (Hangzhou City University, Hangzhou China)FINAN306Capital Markets and Financial InstitutionsThis paper provides students with an introduction to Australasian financial markets and an evaluation of the institutions, instruments and...
Points1525B (Hamilton) & 25B (Tauranga) & 25X (Hangzhou City University, Hangzhou China)FINAN399Applied Project in FinanceThis paper offers students the opportunity to complete a directed investigation of an approved topic relevant to an organisation or industry and in...
Points1525X (Online) & 25X (Hangzhou City University, Hangzhou China)WSAFE396Management InternshipThe Management Internship provides students with the opportunity to apply their management discipline-based knowledge to an authentic project within...
Points1525A (Hamilton) & 25A (Tauranga) & 25B (Hamilton) & 25B (Tauranga) & 25C (Hamilton) & 25C (Tauranga) & 25X (Hangzhou City University, Hangzhou China)WSAFE399Report of an InvestigationThis paper offers students the opportunity to complete a directed investigation of an approved topic relevant to an organisation or industry and in...
Points1525A (Hamilton) & 25A (Tauranga) & 25B (Hamilton) & 25B (Tauranga) & 25C (Hamilton) & 25C (Tauranga) - ACCTP570Accounting Systems and Processes
This paper covers the form and function of financial statements and how financial transactions are recorded through the understanding of accounting...
Points1525A (Hamilton) & 25H (Hamilton)ECONS503Applied Quantitative MethodsThis paper provides the basic applied econometrics skills needed by students pursuing careers as professional economists, as policy analysts, and in...
Points1525A (Hamilton)ECONS528Econometric Topics: Macroeconomics and FinanceThis paper provides students with theoretical and practical skills in econometrics that should enable them to carry out a wide range of applied...
Points1525A (Hamilton)ECONS543Applied EconometricsA postgraduate paper in econometrics for students who have not included an advanced paper in econometrics in their undergraduate degree.
Points1525B (Hamilton)FINAN500Financial Management and InstitutionsThis paper provides students with a deep understanding of banking and financial services sector, focusing on their role in the functioning and...
Points1525A (Hamilton)FINAN506Corporate FinanceThis paper is designed to prepare students to develop the leadership skills necessary for making optimal corporate financial decisions.
Points1525B (Hamilton)FINAN508Investments and Financial MarketsThis paper provides an introduction to the structure and functioning of equity, bond markets, and derivative markets.
Points1525B (Hamilton)FINAN509Financial ModellingThis paper develops student skills in the effective use of spreadsheets and programming in building appropriate and credible financial models useful...
Points1525B (Hamilton)FINAN511Advanced Corporate FinanceThis paper presents advanced corporate finance theory pertaining to the cost of capital, capital structures, dividend policies, leasing, IPOs, and...
Points3025B (Hamilton)FINAN512Investments and PortfoliosThis paper presents advanced portfolio theory and develops student competency in portfolio analysis. Students are required to complete an empirical...
Points3025A (Hamilton)FINAN515International FinanceThis paper develops student understanding of foreign exchange markets within the international financial/monetary system, and examines the role...
Points1525H (Hamilton)FINAN518Financial Risk ManagementThis advanced paper utilising the latest research pertaining to financial risk develops student skills in managing financial risk exposure, including...
Points1525G (Hamilton)FINAN520Financial EconometricsThis paper equips students with advanced tools for the analysis of financial data, including the return forecasting, volatility and econometrics of...
Points1525G (Hamilton)FINAN521Finance ProjectThis paper provides students with an opportunity to demonstrate knowledge learnt in this programme by completing a research project and writing a...
Points1525H (Hamilton)FINAN590Directed StudyStudents have the opportunity to pursue a topic of their own interest under the guidance of academic staff.
Points3025X (Hamilton)FINAN591Finance DissertationA report on the findings of a theoretical or empirical investigation.
Points3025X (Hamilton)FINAN592Finance DissertationA report on the findings of a theoretical or empirical investigation.
Points6025X (Hamilton)FINAN593Finance ThesisAn externally examined piece of written work that reports on the findings of supervised research.
Points9025X (Hamilton)FINAN594Finance ThesisAn externally examined piece of written work that reports on the findings of supervised research.
Points12025X (Hamilton)MNGMT582Research Methods in Management Studies for Economics and FinanceThis paper introduces students to research paradigms commonly used in research in economics and finance. It develops skills in the critical...
Points1525A (Hamilton) - FINAN900Finance PhD ThesisPoints12025I (Hamilton) & 25J (Hamilton) & 25K (Hamilton) & 25X (Hamilton)
2025 Catalogue of Papers information current as of 26 Feb 2025 01:00am