Study  ›   Postgraduate Taught courses

Finance and Investment Management

We've set the country or region your qualifications are from as United Kingdom. Change it here

Apply for this course

UK students

Apply for this course by:

There is no fee to apply for our courses.

What you'll need

If you studied any part of your degree in China, you’ll need to obtain a triage service number to submit with your application. There is a charge of £25 for this service.

You'll also need to submit:

  • School or college transcripts/certificates
  • University transcripts and certified translations if applicable
  • Degree certificates
  • Personal statement outlining your learning ambitions

Our application process

  • Sign into our online portal, Apply Yourself, and start your application
  • Submit your application
  • We'll email you to let you know we're processing your application
  • Track the progress of your application using the Postgraduate Application Tracker (we'll send you a link to the tracker)
  • We'll email you when a decision has been made
  • If you've been made an offer, you can then accept or decline it using the Postgraduate Application Tracker.

Already a University of Liverpool student?

Apply faster with the quick apply form for current University of Liverpool students.

Need help applying?

Our how to apply pages provide further information about applying online for our taught postgraduate courses.

If you are unable to apply via our online form, or need further support, please contact the postgraduate enquiries team.

Related courses

There are seven courses related to Finance and Investment Management that you might be interested in.

Change country or region

We’re showing entry requirements and other information for applicants with qualifications from: United Kingdom.

Commonly selected...

Change to the United Kingdom


Not on the list?

If your country or region isn’t listed here, please contact us with any questions about studying with us.

Get a master's guide

Our master's guide gives you an overview of what studying a master's course at Liverpool is like and why you should join us.

Complete form

Master of Science

A Master of Science (MSc) is a master’s degree awarded for a postgraduate programme in the sciences.

Return to top

Course overview

This programme will provide you with a solid understanding of the interaction of finance, financial markets and securities and investment analysis and draws extensively from the Chartered Financial Analyst (CFA) programme curriculum.

Introduction

You will also be trained in financial market applications of these theories and concepts in addition to learning how to use state-of-the-art industry analytics in your studies. On graduation, you will have a good understanding of contemporary financial principles and know how these apply to financial intermediation, savings and investment.

With a rigorous focus on both theory and application, you will benefit from leading-edge insight and global perspective from City practitioners, building on firm foundations in quantitative skills, corporate finance, financial analysis, portfolio management, financial instruments, regulation, ethics and other critical areas.

The MSc Finance and Investment Management has been accepted into the CFA Institute University Recognition Programme. This status is granted to institutions whose degree programmes incorporate at least 70% of the CFA Programme Candidate Body of Knowledge™ (CBOK), which provides you with a solid grounding in the CBOK and positions you well to sit for the CFA exams.

The CFA qualification is a globally recognised, postgraduate designation that provides a strong foundation of investment analysis and portfolio management skills along with the practical knowledge required in the modern finance and investment industry.

The Management School has a range of additional funding opportunities for outstanding master’s students, including the 50% ULMS Excellence Scholarship. Eligibility and more information can be found on the School’s scholarship pages.

Accreditation

The University of Liverpool Management School is one of an elite group of institutions worldwide to hold the gold standard ‘triple-crown’ accreditation from AACSB, AMBA and EQUIS.

Accreditations in detail

Accreditations

The University of Liverpool Management School is one of an elite group of institutions worldwide to hold the gold standard ‘triple-crown’ accreditation from AACSB, AMBA and EQUIS.

MORE POSTGRADUATE EVENTS

We’d love to meet you at an upcoming event

Find out more

Advancement Scholarships

Join a Management School MSc or MBA and you could be eligible to receive a tuition fee discount of up to £5,000.

Check your eligibility

Course content

Discover what you'll learn, what you'll study, and how you'll be taught and assessed.

Semester one

The 12-month programme consists of eight compulsory modules followed by a research project carried out over the summer period upon completion of Semester two.

Compulsory modules

Financial Reporting and Analysis (BLIM501)

Credits: 15 / Semester: semester 1

The financial reporting and analysis module focuses on developing technical knowledge and skills to enable understanding, interpretation and analysis of companies’ annual reports. There is an emphasis on International Financial Reporting Standards (IFRS). The module will enable students to perform a fundamental and critical analysis of a company’s performance and position which can then be applied to either equity or fixed income security valuation in other modules. In terms of technical content IFRS standards covered include core standards relating to PPE and inventories, but also more advanced topics such as pensions, stock compensation, employee benefits and off-balance-sheet financing.

Quantitative Methods and Economics (BLIM502)

Credits: 15 / Semester: semester 1

The quantitative methods section of this module focuses on statistics. The topics range from data analysis, probability theory, hypothesis testing, sampling and estimation, to linear regression and time-series analysis. Other topics include simulation and technical analysis. The module also requires a conceptual understanding to enable the evaluation of methodologies, develop critiques of them, and, where appropriate, propose revised approaches. The economics section of this module covers microeconomics and macroeconomics. Elements of international economics are included relating largely to foreign currency transactions and how they are affected by exchange rates, international interest rates and inflation. There is an emphasis on the effects of economic factors on financial markets, including monetary and fiscal policy, government regulation, and economic growth and development.

Equity and Fixed Income Markets (BLIM504)

Credits: 15 / Semester: semester 1

This module explores global asset markets and the analysis of asset types: specifically equity (shares/stocks), fixed income (bonds). The equity analysis section of the module includes the characteristics of equity markets, institutions, and benchmarks. It also includes equity valuation methods. Similarly, the fixed-income section of the module includes the characteristics of fixed-income markets, institutions, and benchmarks. It also addresses the valuation of fixed income securities, the term structure of interest rates, credit risk and structured products.This module requires a conceptual understanding of valuation methodologies and develops critiques of these models.

FINANCIAL REGULATION AND ETHICS (BLIM507)

Credits: 15 / Semester: semester 1

The financial regulation and ethics module is core to the programme and addresses key issues associated with how the financial markets are regulated and supervised, along with the nature and importance of an ethical framework. Key topics include:

The role and nature of financial regulation;

Regulation through the lens of the global financial crisis;

Internationally enacted financial regulations;

CFA Institute Ethics and Professional Standards of Practice;

Ethical practices.

This module develops a conceptual understanding of the regulation of financial markets and of ethical issues and behaviours.

Programme details and modules listed are illustrative only and subject to change.

Our curriculum

The Liverpool Curriculum framework sets out our distinctive approach to education. Our teaching staff support our students to develop academic knowledge, skills, and understanding alongside our graduate attributes:

  • Digital fluency
  • Confidence
  • Global citizenship

Our curriculum is characterised by the three Liverpool Hallmarks:

  • Research-connected teaching
  • Active learning
  • Authentic assessment

All this is underpinned by our core value of inclusivity and commitment to providing a curriculum that is accessible to all students.

Your experience

This programme is delivered by the triple-accredited University of Liverpool Management School.

The School has a thriving international master’s community with a comprehensive, interdisciplinary programme of social and extra-curricular events and dedicated careers and employability support.

Virtual tour

Supporting your learning

From arrival to alumni, we’re with you all the way:

Careers and employability

Our approach of embedding much of the globally recognised CFA qualification into our MSc programme will strengthen your employability throughout the financial services sector.

The programme is designed to provide both academic knowledge and practical skills, allowing successful candidates to find employment in the financial services industry in job roles ranging from security analysis through to investment management.

Career planning

Three career coaches standing outside the Careers Studio

Our campus Career Studio is a space for students and graduates to drop into and talk to a career coach. Career coaches are highly trained to help no matter what stage you are at in your career planning. You can access support to find and apply for full-time and part-time roles, placements, internships and graduate schemes. You will also find the help you need if you have a start-up idea or want to create a business plan. You can explore the world of work, prepare for job interviews, and access careers events and workshops. The Career Studio is open Monday to Friday from 10am-5pm, simply drop in at a time that works for you.

From education to employment

Two graduates in postgraduate robes.

We develop our programmes with employers in mind. You will be supported to enhance your long-term employment prospects as you learn. We do this by exposing you to professionals, a variety of sectors and supporting you to work collaboratively with others to develop transferable skills. You are equipped with a clearer view of what to focus on in your area of interest, and to reflect on your studies. Our digital employability tools give you a tech-enhanced curriculum experience and make it easy for you to prepare for the world of work. You can use tools like the Handshake platform to connect with employers and message the Career Studio 24/7.

Networking events

Postgraduate students hold a discussion while sat round a table in in the Liverpool Guild of Students.

You can start building good professional networks by attending events and employability activities. Our events are designed to develop your skills and expose you to many different employers, as well as to help you make contacts in your field. We help you improve your confidence when speaking to employers and give you access to unique opportunities. Our networking events also boost your understanding of the competencies and skills that employers are looking for in their recruitment process, giving you a competitive edge.

Your future

You will have access to a specialist, in-house postgraduate careers team and have access to one-to-one careers guidance, workshops, seminars, and employability initiatives.

Successful candidates will hold an MSc and some will have passed the Level 1 CFA examination. They should therefore be extremely marketable for employment in most areas of the financial services industry, and particularly where there is an emphasis on Investment Management and on Analysis. This includes regulators in the industry.

Graduates from this programme have secured jobs at:

  • Standard Bank
  • KPMG
  • Singapore Development Bank
  • Agricultural bank of China

In roles such as:

  • Wealth manager
  • Financial analyst
  • Regulation consultant
  • Customer manager

Fees and funding

Your tuition fees, funding your studies, and other costs to consider.

Tuition fees

UK fees (applies to Channel Islands, Isle of Man and Republic of Ireland)
Full-time place, per year £14,750
International fees
Full-time place, per year £31,000
Fees stated are for the 2024-25 academic year.

Tuition fees cover the cost of your teaching and assessment, operating facilities such as libraries, IT equipment, and access to academic and personal support.

If you're a UK national, or have settled status in the UK, you may be eligible to apply for a Postgraduate Loan worth up to £12,167 to help with course fees and living costs. Learn more about paying for your studies..

Additional costs

We understand that budgeting for your time at university is important, and we want to make sure you understand any course-related costs that are not covered by your tuition fee. This could include buying a laptop, books, or stationery.

Find out more about the additional study costs that may apply to this course.

Additional study costs

We understand that budgeting for your time at university is important, and we want to make sure you understand any course-related costs that are not covered by your tuition fee. This could include buying a laptop, books, or stationery.

Find out more about additional study costs.

Scholarships and bursaries

We offer a range of scholarships and bursaries that could help pay your tuition and living expenses.


Postgraduate Global Advancement Scholarship

  • International students

If you’re a new international student starting this course with us from September 2024, you could be eligible to receive a discount of up to £5,000 off your tuition fees.

This includes £2,500 if you have a first-class degree, or equivalent qualification, and £2,500 if you’re from a Commonwealth country.

Graduate Loyalty Advancement Scholarship

  • Home and international students
  • University of Liverpool current students and alumni only

Completed your undergraduate degree, or studied as an undergraduate exchange student, at the University of Liverpool?

You could get a loyalty discount of up to £2,500 off the tuition fees for this course from September 2024 entry.

  • £1,500 tuition fee discount for eligible UK University of Liverpool graduates
  • £2,500 tuition fee discount for eligible international University of Liverpool graduates.

ULMS Excellence Scholarship

  • Home and international students

The ULMS Excellence Scholarship will be awarded to eligible UK, Republic of Ireland and international applicants joining one of the Management School’s MSc programmes in academic year 2024/25 and studying on campus.

You’ll be considered for this award based on your academic excellence, CV and personal statement.

You’ll need to have, or be on track to obtain, a first class degree, or equivalent, with no marks below a 2:1 (60%) or equivalent in modules relevant to your chosen postgraduate programme.

Relevant work experience (paid, internship, shadowing or voluntary positions) would be advantageous, as would previously studying at a highly-ranked university.

ULMS Attainment Award

  • Home students

The ULMS Attainment Award is available to eligible UK and Republic of Ireland applicants joining one of the Management School’s MSc programmes in academic year 2024/25 and studying on campus.

You’ll need to have a first class degree, or equivalent.

Please note, this award can be combined with any Management School award or central University of Liverpool funding that you’re eligible to receive, up to a maximum of a 50% fee discount.

ULMS Progress to Postgraduate Award

  • Home and international students
  • University of Liverpool current students only

The ULMS Progress to Postgraduate Award is available to all current University of Liverpool undergraduate students, from any discipline, who want to progress onto one of the Management School’s MSc programmes beginning in September 2024.

UK, Republic of Ireland and international students are eligible. You can be intending to study full-time or part-time.

Please note, this award can be combined with any Management School award or central University of Liverpool funding that you’re eligible to receive. This includes the Graduate Loyalty Advancement Scholarship, up to a maximum tuition fee discount of 50%.

ANID Chile Scholarship

  • International students
  • Chile

Postgraduate taught and research students from Chile are eligible for this scholarship.

Chevening Scholarships

  • International students

The University, in partnership with Chevening, is delighted to offer this generous scholarship to students who are studying a master’s programme and who have future leadership potential. Please note that there is a fee cap applied to MBA programmes that requires applicants to cover any additional tuition costs over £18,000. You will still receive all additional allowances.

CONACYT Award

  • International students
  • Mexico

The University of Liverpool has an agreement with CONACYT to support postgraduate taught and research students from Mexico.

FIDERH Award

  • International students
  • Mexico

20% reduction in tuition fees for postgraduate taught and research programmes. Must be Mexico national.

Fulbright Scholarship

  • International students
  • University of Liverpool alumni only
  • United States

One scholarship is available for a master’s student from the US and another is available for a postgraduate research student to undertake a three to six month research stay from the US

FUNED Awards

  • International students
  • Mexico

Up to ten awards are available for Masters or Research students from Mexico in receipt of FUNED loans. The award gives students a 20% reduction in fees for all applications received.

Graduate Association Hong Kong & Tung Postgraduate Scholarships

  • International students
  • China
  • Hong Kong

The University is able to offer competitive scholarships for both postgraduate taught master’s and research programmes.

HRM Princess Sirindhorn University of Liverpool Scholarship (Thailand)

  • International students
  • Thailand

The University is able to offer one award to a new postgraduate taught master’s student from Thailand.

The scholarship is open to all subjects offered as a one-year taught master’s programme.  However, priority will be given to those students who wish to study in a subject area associated with HRH Princess Sirindhorn such as science, IT, medicine, the arts, geography, history and languages.

JuventudEsGto Scholarship

  • International students
  • Mexico

Residents of State of Guanajuato, Mexico, wishing to study at postgraduate taught and research levels are eligible for this scholarship.

Marshall Scholarship

  • International students
  • University of Liverpool alumni only
  • United States

One scholarship is available for a master’s student from the US to cover the cost of tuition fees. Another, to the value of £20,000, is available for Doctoral study visit: https://www.marshallscholarship.org/

Turkish Ministry of Education Scholarship

  • International students
  • Turkey

Postgraduate taught and research students from Turkey are eligible for this scholarship, see the Turkish Ministry of Education website https://meb.gov.tr/ for more information.

University of Liverpool Humanitarian Scholarships for Master’s Programmes

  • International students

The three awards available cover full tuition fees, visas and support for accommodation and living expenses.

This scholarship is open to support people who have recognised status as either refugees or are under humanitarian protection under the 1951 Refugee Convention. This status must be held outside of the UK.

The scholarship is open for all postgraduate-taught programmes, excluding medicine, dentistry, veterinary and nursing.

University of Liverpool International College Excellence Scholarship

  • International students

The University of Liverpool will award five University of Liverpool International College students, who achieve the highest academic excellence (minimum 75%) in their UoLIC Pre-Master’s programme, the prestigious UoLIC Excellence scholarship.

University of Liverpool International College Impact Progression Scholarships

  • International students

University of Liverpool International College recipients of the Kaplan awards will receive the £3,000 Progression Impact Scholarship, deducted from first-year tuition fees, on successful progression to their UoL degree programme.

To be eligible for our Impact Progression Scholarships, students must apply for one of the Kaplan Impact Scholarships demonstrating their commitment to making an impact across issues of importance to the University and Kaplan. Themes include:

Sustainability
Women in STEM
Community
Career Focus (Employability)

Vice-Chancellor’s International Attainment Scholarship for China

  • International students
  • China

Details are:
1 (one) Full scholarship
2 (two) £10,000 scholarships
5 (five) £5,000 scholarships
10 (ten) £1,000 scholarships
All scholarships will be awarded after the formal registration at the University and will take the form of a fee waiver.

Please note: This scholarship cannot be combined with any other scholarships or bursaries provided by the University.

Entry requirements

The qualifications and exam results you'll need to apply for this course.

We've set the country or region your qualifications are from as United Kingdom. Change it here

Your qualification Requirements

About our typical entry requirements

Postgraduate entry requirements

A 2:1 Honours degree (or overseas equivalent) in Finance, Accounting, Economics, Mathematics, Engineering, Science or Business.

A wide range of subjects is acceptable, but please contact us if you wish to check whether your degree subject is suitable. Candidates who do not meet these requirements will be considered on their individual merits and should discuss their particular circumstances with the Programme Director.

Applications from students with a professional background rather than an undergraduate degree will be assessed in accordance with the principles of the University’s AP(E)L policy, and the practice and precedents of the Faculty of Humanities and Social Sciences.

International qualifications

If you hold a bachelor’s degree or equivalent, but don’t meet our entry requirements, you could be eligible for a Pre-Master’s course. This is offered on campus at the University of Liverpool International College, in partnership with Kaplan International Pathways. It’s a specialist preparation course for postgraduate study, and when you pass the Pre-Master’s at the required level with good attendance, you’re guaranteed entry to a University of Liverpool master’s degree.

English language requirements

You'll need to demonstrate competence in the use of English language. International applicants who do not meet the minimum required standard of English language can complete one of our Pre-Sessional English courses to achieve the required level.

English language qualification Requirements
GCSE Grade C
IELTS C
View our IELTS academic requirements key.
International Baccalaureate

Standard Level (Grade 5)

INDIA Standard XII National Curriculum (CBSE/ISC) - 75% and above in English. Accepted State Boards - 80% and above in English.
WAEC C6
Hong Kong use of English AS level C
Cambridge Proficiency C

About our entry requirements

Our entry requirements may change from time to time both according to national application trends and the availability of places at Liverpool for particular courses. We review our requirements before the start of the new application cycle each year and publish any changes on our website so that applicants are aware of our typical entry requirements before they submit their application.

We believe in treating applicants as individuals, and in making offers that are appropriate to their personal circumstances and background. Therefore the offer any individual applicant receives may differ slightly from the typical offer quoted on the website.

More about life in Liverpool

Discover more about the city and University.

Why study at Liverpool? Victoria Gallery & Museum

Why Liverpool?

Liverpool bursts with diversity and creativity which makes it ideal for you to undertake your postgraduate studies and access various opportunities for you and your family.

Accommodation Postgraduate students walking through the campus.

Accommodation

To fully immerse yourself in the university experience living in halls will keep you close to campus where you can always meet new people. Find your home away from home.

Fees and Finance Image of the outside of the Management School building

Fees and Finance

Discover what expenses are covered by the cost of your tuition fees and other finance-related information you may need regarding your studies at Liverpool.

Changes to Finance and Investment Management MSc

See what updates we've made to this course since it was published. We document changes to information such as course content, entry requirements and how you'll be taught.